Privacy Policy

Heritage Life & Wealth respects your privacy. We collect information you submit through our forms solely to provide insurance quotes and related services. We do not sell your personal information. You may request deletion of your information at any time by contacting us.

Consumers may provide express written consent to receive SMS messages by voluntarily checking an optional SMS consent checkbox on website quote request forms and appointment booking forms. The checkbox is not pre-selected and requires an affirmative action by the consumer. Consent to receive SMS messages is not required to obtain insurance information, quotes, services, or schedule appointments.

Messages are sent only to individuals who have requested insurance information, scheduled appointments, or otherwise explicitly opted in to receive SMS communications from Heritage Life & Wealth. Consumers may opt out at any time by replying STOP, CANCEL, or UNSUBSCRIBE. HELP provides additional assistance.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. Message frequency varies. Message and data rates may apply. For assistance, reply HELP or contact us at (857) 557-0017. We do not share mobile opt-in data or consent with third parties for marketing purposes.

Insurance products are offered through licensed insurance professionals. Availability and eligibility vary by carrier and state.