ABOUT US

Heritage Insurance and Investments in a family owned and operated insurance agency dedicated to supporting our community with help specializing in the Medicare sector and financial planning. We offer health insurance for every age and income level.

We have dental, health and vision insurance, cancer plans, hospital indemnity plans, and can help plan for your financial future in every situation. But we do more than write insurance, we pride ourselves in servicing our clients and always standing in-between you and a 1-800 number. Let us make insurance easy for you!

MEET THE TEAM

Meet the team behind Heritage Insurance and Investments.

CONTACT US
Ben Loy,
Ben Loy,Licensed Sales Agent and Managing Partner
Kaitlynn Loy,
Kaitlynn Loy,Licensed Sales Agent and Director of Business Operations
Dana Loy,
Dana Loy,Licensed Sales Agent and Owner
Libertie Villalpando,
Libertie Villalpando,Licensed Sales Agent
Rob Jenkins,
Rob Jenkins,Licensed Sales Agent
Peggy Mays,
Peggy Mays,Office Manager
Julia K Loy
Julia K LoyAdministrator

OUR GUARANTEE

It’s our job to make sure you have everything you need to prepare for the future. We’re here to make it easy and make you feel confident when dealing with life’s bumps in the road.

  1.812.722.3699

OFFICE LINE

1.812.722.3699

WORKING HOURS

9:00am – 4:00pm

FAX

1.502.638.4530

OFFICE LINE

1.812.722.3699

WORKING HOURS

9:00am – 4:00pm

FAX

1.502.638.4530

QUESTIONS? LET US HELP.

CONTACT US