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.
$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.
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