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About Us
About Us

About Heritage One Insurance

Legacy-first insurance. Built for trust. Focused on your future.

At Heritage One, we’re not just in the business of insurance — we’re in the business of protecting what matters most. Whether it’s your family’s future, your retirement income, or your legacy plan, our mission is to provide you with tools that bring confidence and clarity to every stage of life.



Our Story

We started Heritage One with a simple belief: insurance should feel personal. That means transparent products, long-term thinking, and a relationship-first approach.

At Heritage One, we’re not just in the business of insurance — we’re in the business of protecting what matters most. Whether it’s your family’s future, your retirement income, or your legacy plan, our mission is to provide you with tools that bring confidence and clarity to every stage of life.

Trusted. Stable. Forward-Facing.

We’re proud to be recognized among America’s most trusted financial providers – and we back that recognition with financial strength, sound products, and experienced advisors.

Our commitments:

  • Financial Strength: Backed by proven underwriting and consistent portfolio performance
  • Service-First Mindset: You’re not just a number; we’re here to support you
  • Legacy-Driven Strategy: We don’t just sell policies – we help you shape your story


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Our Products
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A Word on Our Products

We specialize in two core pillars:

  • Annuities: For lifetime income, market protection, and retirement planning
  • Life Insurance: For lasting protection, legacy planning, and long-term care

Every product is designed with your real life in mind — no fluff, no pressure, just smart protection when it matters most.





Questions? We're Here.

Visit our Support Center, call us directly, or speak with your licensed financial professional. We’re happy to guide you through options, product details, or next steps.





Heritage One® is the brand name for Heritage One Life Insurance Company and its affiliates. Products and guarantees are backed by the claims-paying ability of Heritage One Life Insurance Company. Heritage One is not affiliated with any government agency or bank and does not offer investment advice.