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Your Financial Health is our Priority.

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Because Everyone has a Heritage!

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Welcome to Heritage TRA

We are committed to securing your financial future.  Why? Because everyone has a heritage.  Every family should be able to carry on the legacy you have worked hard 

to build, and keep.  And because each legacy is unique, so is the plan we put together to keep it that way.


Heritage TRA is the perfect place to get your financial health in order. We provide the tools needed to achieve your goals and keep more money in your pocket. 


 Want to put your kids through college? Start new or expand your business? Want to take advantage of powerful tax credits by investing in solar power? Life Insurance? Or maybe you're ready to buy your first house? Ask yourself, can my current financial plan support my dreams? We can help you get there.

Begin Your Life Audit

A 'life approach' to making sound financial decisions.  

An in-depth look into your financial health to help you live out your dreams.

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Avoid The Pitfalls

Most pitfalls are disguised and many are unnecessary, if you know the rules.

Prepare your safety net!

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Live a Better Life

Working with our team gives you additional perspective.

Consider our team of professionals as a well-oiled machine working for you.

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Our Recent Work

Wealth Inequality in America

This video explains how most Americans think the wealth distribution in the USA but in fact is significantly worse than what we think.

If The World Were 100 People

A breakdown how the people of the world look.  Are there more males than females? Are there more younger or older people? Watch the video to find out..

Opportunity

Heritage works nationwide and there are multiple ways you can get involved. Continue to check our site for opportunities to work as an agent or referring partner. Our opportunities extend from qualified management positions to those just entering the industry. We help you get the education needed to obtain your license and training materials to help you succeed. Many positions require no education at all but training will be provided. These opportunities are open to all!


**Photo Credit: Pinterest

Native American Model, Chasity Lowery (Lumbee Tribe of NC)

Procrastination

The dreaded syndrome most people suffer from that zaps your ability to live the life of your dreams. Procrastination leads to worry and confusion and creates a world of financial trouble. Go after your dreams by beginning your Life Audit, learning about common pitfalls and ultimately living a better life. Understand how 'My Heritage Advantage' can help you get back wasted time and live in the strength of today.

What Are the Steps to Begin My Life Audit?

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STEP 1: FILL OUT THE FORM

Want to begin your Life Audit? Need a quote on Life Insurance? For any information concerning our services  and opportunities or for questions you may have concerning your financial portfolio, complete the form below and a Living Benefits Specialist will contact you shortly.

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STEP 2: GATHER RESOURCES

Visit our About  and Services pages to learn more about who we are and what we do. Write down bullet points that apply to your situation. Talk with your partner about your goals and dreams. What areas do you need help with most?  Locate paperwork for existing life insurance policies, annuities, stocks, bonds, investments, bank accounts and anything in addition that make up your financial portfolio.  Write a list of future goals and dreams.  

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STEP 3: BE PREPARED

Be prepared for your call by allowing enough time for your Living Benefit Specialist to ask you 'fact finding' questions that will help us develop the plan that is the best for your financial goals.  Be prepared to answer tough questions about end-of-life choices and how you want your legacy transferred.  

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REQUEST YOUR FREE LIFE AUDIT


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Thank you! Your message was sent successfully. A Living Benefits Specialist will be with you soon.

Don't wait! Schedule your FREE consultation today.

1 (910) 233-7822