Investors Heritage

Investors Heritage

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Why Investors Heritage Annuities?

Investors Heritage is a family-run insurance business that has operated since 1960 with the idea that people deserve respect, loyalty, and follow-through.

Investors Heritage annuities feature guaranteed interest rates, full account value death benefits, and there are no policy fees or annual fees. Plus, not only does the principal earn interest, the interest earns interest.

Investor's Heritage AM Best Rating is B+.

Heritage Builder Annuity

  • 3 year, 5 year, and 7 year guaranteed interest rates
  • Full account value death benefits
  • Free withdrawal options
  • Tax-deferred
  • No policy fees
  • RMD Friendly
  • Rate sheet

Issue Ages: From age 0–90 at the age of your last birthday.

Investment Minimum: $50,000; Investment Maximum; $1,000,000 without home-office approval.

State Availability

Heritage Builder is currently available in: AL, AK, AZ, AR, CA, CO, FL, GA, HI, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NM, NC, ND, OH, OK, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY.

New to Annuity Sales?

Annuity sales are a huge opportunity for independent agents in the senior market. If you want to learn how to sell annuities to seniors, you've come to the right place!

Check out our complete guide here: The Ultimate Guide to Selling Annuities In the Senior Market

Also, check out this video from annuity all-star, Michael Sams:

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This product may be available in other states not listed. Please contact us to inquire.