At Secure Heritage Insurance Agency, we pride ourselves on being a trusted and dedicated insurance and retirement planning firm. Our mission is to provide personalized service and guidance to our clients, helping them make informed decisions about their insurance and financial well-being.
Our Story
Secure Heritage was founded by Phil Hollis, a seasoned insurance professional with over two decades of experience in the industry. Phil's passion is to provide exceptional service to his clients, and he believes that every individual deserves personalized attention and care. From our humble beginnings in Phil's home to our current offices in downtown Stevens Point, Wisconsin, Secure Heritage has grown into a reputable agency known for its commitment to excellence and client-centric approach.
Our Services
At Secure Heritage, we offer a wide range of services designed to cater to our clients' unique needs. Our experts will work closely with you to understand your goals and objectives, and then provide personalized recommendations for Medicare planning, individual health insurance, life insurance, retirement planning, and more.
Medicare Planning
Our team of experts will help you navigate the complexities of Medicare plans, ensuring you make an informed decision about your coverage options. We offer personalized guidance on Medicare plans, including Medicare Advantage, Medicare Supplement, and Prescription Drug Plans (PDPs).
Health Insurance
We can help you evaluate your current coverage and provide side-by-side comparisons to help you find the best plan for your needs. Our experts will work with you to understand your health insurance needs and provide personalized recommendations for individual health insurance plans.
Retirement Planning
Our team of experts will work with you to develop a comprehensive retirement plan, taking into account your financial goals, investment strategies, and risk tolerance. We will help you create a tailored plan to achieve your retirement objectives and ensure a secure financial future.
Why Choose Secure Heritage?
At Secure Heritage, we are committed to providing exceptional service, expert guidance, and personalized attention to our clients. Our team of experts will work tirelessly to understand your unique needs and deliver tailored solutions to meet your goals. We believe that every individual deserves personalized care, and we are dedicated to making a positive impact on our clients' lives.
Meet Our Team
Our team consists of experienced and licensed professionals who are dedicated to providing exceptional service and expertise. Meet our team of experts, including Phil Hollis, CEO, and our team of agents and staff, who are committed to making a difference in our clients' lives.
Overall Experience
The reviewers have had an overwhelmingly positive experience working with Secure Heritage Insurance. They praise the company's staff, including Phil, Taylor, Jenni, and Patty, for their exceptional knowledge, patience, and efficiency in handling insurance matters.
Knowledge and Expertise
Phil, in particular, is recognized as a local expert in health insurance, and clients appreciate his ability to explain complex insurance options in a clear and concise manner. His expertise has helped clients make informed decisions about their health insurance choices.
Personalized Service
The reviewers appreciate the personalized service they receive from Secure Heritage Insurance. They mention that the staff is always available to answer questions, either by phone or in person, and they take the time to understand individual needs and provide tailored solutions.
Savings and Value
Several reviewers mention that Secure Heritage Insurance has helped them save money on their insurance premiums. For example, Jenni helped one client find a policy that tripled their coverage while saving them $70 per month.
Recommendations
All reviewers highly recommend Secure Heritage Insurance, citing their positive experiences and the company's exceptional service.
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