Protect What Matters Most

Honesty. Integrity. Service.

The Hidden Cost of Unclaimed Policies

Each year, families across the United States unknowingly leave behind a staggering amount of money in unclaimed life insurance benefits. According to the National Association of Insurance Commissioners (NAIC), more than

$7 billion in life insurance proceeds remain unclaimed.

These funds, intended to provide financial relief after the loss of a loved one, instead sit idle—often due to preventable circumstances.

Why policies go unclaimed?

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How Heirloom Legacy Life Makes a Difference

Why policies go unclaimed?

1. Beneficiaries not knowing about the policy

2. Incomplete or outdated contact information

3. Lack of communication about policy details

1. Beneficiaries not knowing about the policy

Transparent Communication

Ensuring clients and their beneficiaries are fully informed about policy details.

2. Incomplete or outdated contact information

Comprehensive Documentation

Providing clear records to prevent future uncertainties.

3. Lack of communication about policy details

Proactive Support

Assisting families in understanding and accessing their benefits when they need them most.

How Heirloom Legacy Life Makes a Difference

Transparent Communication

Ensuring clients and their beneficiaries are fully informed about policy details.

Comprehensive Documentation

Providing clear records to prevent future uncertainties.

Proactive Support

Assisting families in understanding and accessing their benefits when they need them most.

Rising Funeral Costs: Planning Ahead

The average cost of a funeral in the U.S. has been steadily increasing, making financial planning more crucial than ever. Final expense insurance can alleviate this burden, ensuring your loved ones aren't left with unexpected expenses.

Our Commitment to You

Personalized Service

Tailoring policies to fit your unique needs and circumstances.

Integrity

Operating with honesty and transparency in all our dealings.

Support

Providing ongoing assistance to clients and their families throughout the policy lifecycle.

Barbara Kirkley

"Great group to work with . . . extremely well versed in many products with a wealth of knowledge to offer. Easily accessible and willing to talk thru all scenarios and questions."

Abby Tyner Reynolds

"I am type one diabetic. So finding finding life insurance tends to be tough. No one really wants to cover type one diabetics at all. But they found me whole life day one life insurance for barely any money a month! So blessed to have gotten it, knowing that my children will be taken care

of. Great service! Thanks so much!"

Anita Spencer

"These people came probably within an hour after I contacted them. Kevin worked until he found insurance for my husband and me at a rate that was affordable. I am very impressed with this company."

William Reynolds

"I had an old retirement from a previous job that was subject to market losses and the agency helped me pull it out of the stock market and put into a secure annuity that’s designed to grow for years to come. I’m so thankful that they were able to protect what I worked so hard to save!"