Why would I need Life Insurance?

Protect Your Family

Protect Your Family

Ensure that your family won't lose the future you've worked so hard to build for them.
Tax Deferred

Tax Deferred

Learn how Life Insurance policies may offer tax-deferred growth or tax-free benefits.
Living Benefit Options

Living Benefit Options

Access money early if you face chronic, critical, terminal illness or long-term care.
Access Your Money

Access Your Money

Access your cash value while you're still alive, giving you added financial support.
Market Protection

Market Protection

Life Insurance protects your money shielding you from market losses with a 0% floor.
Create A Legacy

Create A Legacy

Ensure your family’s heritage and financial security live on long after you’re gone.

Ready To Start Drawing An Income Now?

You can begin drawing a yearly or monthly income for yourself soon after purchasing the annuity.
 
Your money will be protected from market losses, keeping it safe during periods of uncertainty.
 
Learn more about how to begin drawing income now with an Immediate Annuity.
 
Book a free session with one of our professionals to get started.

Ready To Start Drawing An Income Now?

Begin drawing yearly or monthly income for yourself soon after purchasing the annuity.
 
Your money will be protected from market losses, safe during periods of uncertainty.
 
Learn more about how to begin drawing income now with an Immediate Annuity.
 
Book a free session with one of our professionals to get started.
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Why Contact A Heritage Fidelity™ Agent?

Personalized Guidance – An agent can tailor solutions based on your specific income needs, risk tolerance, and retirement goals.
 
Living Benefit Options – Learn how Life Insurance can provide access to your money if you're diagnosed with a critical, chronic, or terminal illness.
 
Market Protection – Discover how you can grow your money without the risk of losing principal during market downturns.
 
Tax-Advantaged Strategies – Agents can explain how Life Insurance may offer tax-deferred growth or tax-free benefits.
 
Legacy and Long-Term Care Planning – Explore how Life Insurance can protect your loved ones and help cover potential long-term care expenses.
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Why Contact A Heritage Fidelity™ Agent?

Personalized Guidance – An agent can tailor solutions based on your specific income needs, risk tolerance, and retirement goals.
 
Living Benefit Options – Learn how Life Insurance can provide access to your money if you're diagnosed with a critical, chronic, or terminal illness.
 
Market Protection – Discover how you can grow your money without the risk of losing principal during market downturns.
 
Tax-Advantaged Strategies – Agents can explain how Life Lnsurance may offer tax-deferred growth or tax-free benefits.
 
Legacy and Long-Term Care Planning – Explore how Life Insurance can protect your loved ones and help cover potential long-term care expenses.

Customer Testimonials

Heritage Fidelity really took great care of me when I needed help deciding what to do with my 401k that needed to be rolled over. They took the time to educate me and I got a great solution. In the end thanks to them I feel so much better about my retirement income.