Excellent
Based on 197 reviews
Heritage Associates4.9Honesty, pricing, process and quality scores appear once 5 customers have rated them.
Insure Peace of MindCremationBurialLife InsuranceHeritage Associates is the Texas and Minnesota regional agency of Lincoln Heritage Life Insurance Company, the market leader for final expense coverage. Heritage Associates offers small, whole-life insurance policies and planning assistance to alleviate the burden placed on loved ones when the time comes to coordinate and pay for a funeral. Policies range from $1,000 – $20,000 in coverage, and benefits are accessible within 24 hours at the time of need. No medical exam is required, and most qualify with no waiting period necessary. Rates do not increase and policies do not expire once coverage begins!GET FREE QUOTELearn More
Heritage Associates (heritage.associates) has 197 customer reviews on Folks Told, with an average rating of 4.9 out of 5.
Showing 185 reviews with 5 stars · Clear filters
Jerry S.
Keeping in touch
Reply from Heritage AssociatesSep 23, 2025
Thank you for your 5-star review! We’re so glad our team’s consistent follow-up and communication stood out to you. Staying in touch and being available when you need us is something we take pride in. We remain here to help whenever you or your loved ones need us!
Connie B.
Talking to Robin Akin was like talking to a friend. She worked with me to find the right policy within my budget. She was NOT pushy at all. She did her follow up calls in a timely manner. After I got my policy in the mail, she went over every question I had. She didn't seem to be in a rush to get me off the phone. As for the policy, I chose to go with Lincoln Heritage for a few reasons, one was the AD&D rider, another was the assistance for my next of kin with finding the right funeral home, and the benefit of transportation assistance if I should pass away more than 200 miles away from home. Thank you,
Reply from Heritage AssociatesSep 23, 2025
Thank you so much for sharing your thoughtful review! We’re so glad to hear that Robin made you feel comfortable and supported throughout the process—her caring, patient approach is exactly what we strive for. It’s wonderful to know she took the time to answer all your questions without pressure and helped you find a policy that felt comfortable. We’re also pleased that the unique benefits of Lincoln Heritage, like the AD&D rider, family assistance with funeral arrangements, and transportation protection, gave you the added peace of mind you were looking for. Those details can make a big difference for both you and your loved ones. Please know we're here to support you and your loved ones whenever needed.
Jean C U.
Naomi was very patient and took the time to explain everything. She also made it work with our budget
Reply from Heritage AssociatesSep 18, 2025
Thank you so much for your kind words! We’re delighted to hear Naomi was patient, thorough, and helped find coverage that felt comfortable for you and your family. We’ll be sure to share your appreciation with her!
Carlos C.
I appreciate that everything was easy and smooth when I needed their help and assistance.
Reply from Heritage AssociatesSep 18, 2025
Thank you for sharing your experience! We’re so glad everything was easy and smooth for you. Please don't hesitate to contact us if you or your loved ones need assistance again!
Barbara H.
Very professional!
Reply from Heritage AssociatesAug 13, 2025
Thank you so much for your kind words! We know that preparing for final expenses can be a difficult topic to approach, which is why we take pride in providing the highest level of professionalism and care for every policyholder. We’re grateful for your trust and look forward to being here whenever you and your loved ones need us most.
David D.
Easy to apply and easy approval. Very good
Reply from Heritage AssociatesAug 13, 2025
Thank you for your feedback! We’re glad you found the process quick and easy. Don’t hesitate to contact us if you ever have questions or need assistance with your coverage.
Shawn B.
Despite the fact it was late at night, around 7pm, and they were probably wanting to go home. They were very helpful and considerate with setting everything up.
Reply from Heritage AssociatesJul 30, 2025
Thank you for the kind words! We’re so glad our team could assist you when you needed it. We know you are trusting us to support your loved ones on the toughest of days. Please know that the funeral concierge team is available after hours–and 24/7–to ensure that families are supported when it matters most. We truly appreciate your feedback and trust!
Margarita
Jamie made it so easy for me to understand the concept of the funeral home plans
Reply from Heritage AssociatesJul 8, 2025
Thank you so much for your kind words! We’re thrilled to hear that Jamie was able to make everything clear and easy to understand. Helping families feel confident in their planning is exactly what we strive for. We’ll be sure to pass your appreciation along to Jamie!
