About Us
Who We Are
Heritage Wealth Group was created in 2024 through a partnership of insurance agents. This partnership brought dynamic skills, planning, and strategies to every client meeting. Our vision is to help every caliber of individuals, families, and businesses with simple and complex insurance strategies. Our team has over 17 years of experience working in the financial services arena.
Our Mission
At Heritage Wealth Group, our mission is to protect what matters most — your family, your future, and the legacy you build. Through personalized life insurance and annuity solutions, we empower individuals and families to face life's uncertainties with confidence, ensuring that every milestone is secured and every generation is prepared.
Testimonials
Frank P.
"Thank you for sticking with me the last year and getting me through the annuities which I embarked on due to your mass of information. You made it very easy for me to understand and again - Thank you. It still amazes me that you answer every phone call even when you at the zoo with your kids - Really appreciated all that."
Jessica O.
"Matt was extremely helpful in guiding my husband and me through the process of obtaining life insurance coverage. They took the time to answer all of our questions and clearly explained how the different plans work. They also provided multiple reasonable options that fit our needs. We’re very satisfied with the experience and would highly recommend them."
Maziar M.
"I had a great experience working with this team. They were very thorough and took the time to explain all my options clearly, helping me understand what would work best for my family. They always responded promptly to my questions and made the whole process of buying life insurance for my kids smooth and easy. I really appreciate their professionalism and attention to detail—highly recommend!"
Frequently Asked Questions
Common Questions Answered for your convenience.
How fast can I get life insurance?
You can be approved in as quickly as 48-hours without needing a medical exam.
Do you have living benefits?
Yes. We offer term and permanent options with full living benefits. Allowing you to access your benefit for certain medical events.
Do you offer life insurance with cash-value?
Yes. We offer whole life and Indexed-Universal Life (IUL) coverage with a cash-value building component.
Do I have to be retired to use an annuity?
No. You can use annuities while you are actively working. Annuities can be used for saving for retirement.
Can I lose money in fixed annuities?
No. You cannot lose money in fixed annuities. They offer full downside protection or a guaranteed rate of return.
What are your fees?
We do not charge fees for our services. We get paid from the insurance carriers directly.