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Partnerships

are built on

heritage.

After more than 60 years in the insurance business, our experienced team brings a wealth of knowledge to the reinsurance of annuities and life products.

Who

WHO WE ARE

comes with

heritage.

Wisdom

Our roots in the world of insurance and reinsurance run deep.

​

At Heritage Life, our team has seen and done just about everything, allowing us to serve as a strategic partner on every transaction. Nimble in nature, we approach each deal with the attention and creative thinking it requires to close.

​

Founded in Arizona with offices in Chicago and Dallas, we are licensed in 49 states, Puerto Rico and the District of Columbia.

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$1 billion
total adjusted capital
as of 12/31/2021

$7 billion
in assets
as of 12/31/2021


Top 100
U.S. Life Insurance companies by total assets as of 12/31/2021

WHAT WE DO

There's

value in

history.

Heritage Life was founded in 1957 as a life and disability company, and we've been building strong relationships with international money center banks, credit facilities, large financial firms and industry service providers ever since.

​

We are also members of the Federal Home Loan Bank of Dallas, which is part of the Federal Home Loan Bank System created by Congress in 1932.

What
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HOW WE DO IT

> creative thinking

Our team of industry experts have navigated reinsurance deals in almost every sector by blending experience with unique solutions

> agile transactions

From annuities, deposit contracts, pre-need, whole life, and everything in between, our team's process is proven to close.

> fast timelines

With reinsurance specialization, our quick timelines ultimately reduce capital costs,decrease exposure and improve returns on equity

How
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