Heritage Associates Avis 

214
•
TrustScore 5 sur 5

4,9

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Lisez les avis des autres

Noté 5 sur 5 étoiles

My agent Micheal was absolutely great he is very kind and understanding he made getting this policy very easy and stress free😁

L'entreprise a répondu

Noté 5 sur 5 étoiles

Nice trogens check outs pretty smooth performances. Needs plenty customer service support. Also sending the chime out there for deeper than better results and growth factors regarding health at it's... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

Michael Koetting was very helpful, acknowledgeable, and went above expectations to make sure that I was satisfied with the outcome. I really appreciate customer service like that. Michael keep doing w... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

Since taking on my new policy, I feel tremendously more "looked after", so to speak, and a great deal less anxed about my children having to deal with my final arrangements! This is such a weight off... Voir plus

L'entreprise a répondu

À propos de l'entreprise

  1. Compagnie d'assurance vie
  2. Compagnie d'assurance funérailles
  3. Service de crémation

À propos de Heritage Associates

Écrit par l'entreprise


Insure Peace of Mind

Cremation
Burial
Life Insurance

Heritage 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!

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Coordonnées de contact

4,9

Excellent

TrustScore 5 sur 5

214 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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4,9

Tous les avis

(214)

25 avis reçus au cours des 12 derniers mois

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Noté 5 sur 5 étoiles

Lydia made the experience very…

Lydia made the experience very pleasant. She was willing to work with my time even when I had things come up. Definitely recommend Lydia and Heritage Associates.

24 août 2023
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Réponse de Heritage Associates

Thank you for sharing your positive experience working with Lydia! Don't hesitate to let us know if there is anything else we can do for you!

Noté 5 sur 5 étoiles

When I texted Lydia to tell her I…

When I texted Lydia to tell her I needed to reduce my monthly payment , she returned my text right away. She was able to reduce my payment into a more manageable payment. She is always so polite and helpful.

5 septembre 2023
Avis spontané
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Réponse de Heritage Associates

We're glad Lydia was able to find a more comfortable premium, so you can hold on to coverage! We so appreciate the opportunity to serve you and your loved ones.

Noté 5 sur 5 étoiles

Awesome service

Awesome service! Agent thoroughly explained policy.

28 août 2023
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Réponse de Heritage Associates

Great to hear! Thank you for the opportunity to serve you and your loved ones! Don't hesitate to give us a call if any additional questions arise.

Noté 5 sur 5 étoiles

Heritage Sales Rep

Jamie Payne was excellent in my experience with explaining the details of my policy with Heritage. And is the major reason I decided to get the policy.

15 août 2023
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Réponse de Heritage Associates

We know Jamie enjoyed working with you, so thank you for your kindness and making it so easy to serve you. We are deeply grateful for the opportunity!

Noté 5 sur 5 étoiles

I had a very pleasant experience while…

I had a very pleasant experience while speaking to Mr Logan ,
He helped with all my questions I had for him, I was very satisfied with all his help. Thank you so much for all the info you gave me also for your precious time.

25 août 2023
Avis spontané
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Réponse de Heritage Associates

Thank you for the opportunity to serve you and your family again! We're glad you had a great experience with Logan. If there is anyone else we can help among your friends or family, please don't hesitate to let Logan know!

Noté 5 sur 5 étoiles

The rep was helpful with our needs

The rep was good at answering all our questions.

23 août 2023
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Réponse de Heritage Associates

We're glad you had a great experience! We're here for you if anything else arises, so don't hesitate to reach out! Also, thank you again for the opportunity to serve your family!

Noté 5 sur 5 étoiles

My experience with Heritage Associates…

My experience with Heritage Associates was nothing but pleasant! Jamie Payne walked me through each step and made sure I knew all the details and answered every question of mine, before I agreed on which plan I wanted to sign for.

26 juillet 2023
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Réponse de Heritage Associates

We're glad you had such a great experience with Jamie! If there is anything else we can do for you or your loved ones, please don't hesitate to call!

Noté 5 sur 5 étoiles

Rapidez y eficacia

Rapidez y eficacia. Sumamente amables siempre. Atención inmediata

14 août 2023
Avis spontané
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Réponse de Heritage Associates

Muchas gracias. Agradecemos servir a su familia!

Noté 5 sur 5 étoiles

Excellent …

The representative was very professional, courteous, knowledgeable, and quick. I appreciate his expertise. Thank you.

1 août 2023
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Réponse de Heritage Associates

We very much appreciate your kind feedback! Thank you so much for the continued opportunity to serve you and your family!

Noté 5 sur 5 étoiles

Easy and transparent

Lydia did a wonderful job guiding me through the process. She answered all my questions and made me feel confident in my decision. I have and will continue to recommend Heritage.

17 juillet 2023
Avis spontané
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Réponse de Heritage Associates

Thank you for your support! We're glad you had a great experience with Lydia!

Noté 5 sur 5 étoiles

Extremely Satisfied

Ms. Payne was very friendly and knowledgeable about the product I was interested in purchasing. The process was easy to complete and the information was easy to undetstand. I appreciate Ms. Payne for her assistance in providing me with peace of mind in taking care of my future funeral needs and her attention to customer service. I recently had two Matriarchs in our family die within days of each other. Devastating for sure, but each Woman had the forsight to have paid funeral arrangements in place. We were able to mourn and celebrate their legacies without the terrible burden of locating money to pay for expenses. I told Ms. Payne I wanted that for my family and she helped me do it!

12 juin 2023
Avis spontané
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Réponse de Heritage Associates

We are sorry for your loss. When family matriarchs go, it leaves such a palatable gap that time softens but never fully fills. We're glad you had such a great experience working with Jamie!

Noté 1 sur 5 étoiles

On the side of right

I had a situation with this company. and they were not willing to resolve it. But Michael at Heritage Associates stepped in and let me see that they care about their clients and being on the side of right.

5 juillet 2023
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Réponse de Heritage Associates

Updated on July 17, 2023: All of the concerns here with Lincoln Heritage were completely valid and your frustration was absolutely warranted. You made what should have been a simple request. You requested to move your recurring payment date to the 25th of each month, and the Service advisor at Lincoln Heritage incorrectly changed the recurring payment date to the 5th of each month instead of the 25th beginning in July. This was an unacceptable error.

Thank you for working with Michael and our agency, Heritage Associates. Your earnestness and cooperation enabled us to coordinate with Lincoln Heritage directly to call attention to the error and have Lincoln Heritage overnight you a refund check. We can't apologize enough for this situation and appreciate your graciousness and responsiveness in reversing the error! In the future, don't hesitate to give us a call at (651) 691-7058. Our office is always happy to process requests on your behalf with Lincoln Heritage to ensure your family has the confidence of being cared for by the team who has been with you since your coverage started!

Noté 5 sur 5 étoiles

The representative was very patient and…

The representative was very patient and provided answers to all of my questions. She explained everything very well.

8 juin 2023
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Réponse de Heritage Associates

Thank you for the opportunity to serve you and your family! We appreciate your kind words too. Don't hesitate to contact us if any additional questions arise!

Noté 5 sur 5 étoiles

I talked to you about the life…

I talked to you about the life insurance and was very pleased with the answers I was given

10 juin 2023
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Réponse de Heritage Associates

Thank you for the opportunity to continue serving you with your coverage needs! We're here if you have any additional questions!

Noté 5 sur 5 étoiles

Sales agent was very courteous

Sales agent was very courteous, informative & respectful of my time

17 mai 2023
Avis spontané
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Réponse de Heritage Associates

We're glad you had a great experience! Thank you so much for sharing!

Noté 3 sur 5 étoiles

I love my case person Lydia she be here…

I love my case person Lydia she be here for me scent day one any time that I have a problem I contact her and she on it and fixe the problem fast she found me the best policy that fits my budget thank u Lydia 😊😊😊

5 juin 2023
Avis spontané
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Réponse de Heritage Associates

Thank you for sharing your experience with Lydia!

Noté 5 sur 5 étoiles

The man I talked to was very nice and…

The man I talked to was very nice and professional. He told me everything about the plan, and answered all my questions.

3 mai 2023
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Réponse de Heritage Associates

Thank you for your kind words. It's our privilege to have your trust in serving your family!

Noté 5 sur 5 étoiles

I enjoyed talking with my…

I enjoyed talking with my representative I liked how she explained things to me she was very nice.

30 mars 2023
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Réponse de Heritage Associates

Thank you for taking the time to leave such positive feedback for Lydia! We appreciate the opportunity to serve you!

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