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