Welcome to Heritage

A little bit about us


Heritage provides specialized insurance solutions for individuals, employees and faith leaders. Please, click on the learn more button below to get more information and to learn the secrets others don’t want you to know!

 
 
 
 

What makes us different?



1.

We are a National Marketing Organization which means we have personal relationships with the nation’s largest carriers that give us numerous advantages over Insurance Agencies and Brokers.


2.

We have Teams that are dedicated and specialize in all areas, from individual life insurance and financial products to employer health plans and individual medical coverage.


3.

We understand the needs and challenges of individuals, non profits and small businesses. That's why you can count on Heritage to provide the right solutions to ensure those needs and challenges are dealt with properly and efficiently.

"Preserving Legacies Through Endowed Giving"