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FAQs

Heritage and Inheritance Help Center

Can I join the Heritage & Inheritance team?

Absolutely! There is plenty of room to add new representatives to our team. It would be our pleasure to bring you aboard and provide you the necessary skill set to expand financial literacy to as many families as possible. We will help you obtain your required state licenses, free and at no risk to you. We will build you up to be pillars in the community. We offer competitive comps and the flexibility to work remotely part-time or full-time. Contact us today to learn more!

Why do I need to buy insurance?

Insurance is another way of saying "transfer the risk." At, Heritage and Inheritance, we expand on the importance of protecting you and your loved ones by establishing an estate and insuring your estate. That way when the unexpected happens we are there to provide you the comfort of knowing that your benefits will be there when you need them the most. 

How do I make sure I’m not over-insured?

To better understand your current insurance coverage or financial status reach out to a representative with Heritage and Inheritance.  

Do you offer free consultations to new clients?

Yes, we are put or best efforts forward to bring value to every family that builds with us. We understand what difficulties these days bring, so we strive to provide as much complimentary information to answer your questions at no risk to you or your family.

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