Life Insurance


Heritage Fund can help you protect the people that mean the most to you while at the same time protecting and growing your assets. Protect your family by ensuring that you leave behind financial security. We shop multiple carriers to find the best prices and coverage for you and your family. We only partner with A rated companies to give you peace of mind and long-term protection.



Term Life Insurance


A cost effective way to gain the most protection for you and your family. You pay for a set amount of coverage for a set time period. Term insurance allows you to purchase the highest amount of benefits for your budget. This means you can get more protection for the time period that you need it most.


  • Higher Death Benefits
  • Protection in case of accident
  • Frees up money for other investments
  • Extendable terms
  • After term expires, option to extend for more years



Permanent Life Insurance


A permanent life insurance product does not expire like term life insurance and has both an insurance component and a savings component. We offer Whole Life, Universal Life and Indexed Universal Life permanent life insurance products.


  • Death Benefit
  • Builds cash value over time
  • Grows tax free at a fixed or indexed rate
  • Can borrow funds from the policy
  • In some cases, can withdraw the cash value
  • Flexible Premiums



Please contact us for more information or to see how life insurance can help protect your loved ones and grow your wealth.