Heritage Insurance and Investments

Heritage Insurance and Investments Medicare Planning, Service & Management. We're here all year to stand between you and an 800 number.

Here at Heritage Insurance and Investments we want to help you! We offer access to Medicare Advantage and Supplement plans, Vision and Dental (at an awesome affordable price), Prescription Drug plans, Final Expense products, Annuities, and Cancer Insurance.

06/11/2026

When planning for retirement, you need to know where and when your income is going to come from. Taking money from the wrong place at the wrong time can cause a huge issue. Make sure you know the right way to take your income in retirement.

06/10/2026

Sometimes, your financial advisor may have a valid point. Regardless of how you feel on the inside. Maybe you find something else to cut back on instead of your caffeine addiction.

🎉 Join us in wishing Elizabeth a very Happy Birthday! 🎉We’re thankful to have Elizabeth as part of the Heritage family. ...
06/09/2026

🎉 Join us in wishing Elizabeth a very Happy Birthday! 🎉

We’re thankful to have Elizabeth as part of the Heritage family. Her heart for serving others, willingness to jump in wherever needed, and commitment to our clients make her a valuable part of our team.

We hope your day is filled with lots of laughter, celebration, and maybe a little cake too! 🎂

Happy Birthday, Elizabeth! 🥳🎈

05/29/2026

Go ahead, we dare you.

05/28/2026

If you think Medicare is confusing, you’re not wrong. They made it way too complicated. Thankfully, we make it simple.

05/27/2026

When you find a new advisor that fits your needs better, your old advisor may not be too happy about it and may try to make things harder for you. That’s okay. We can help you navigate that when you start working with us.

05/26/2026

How would you really handle a long-term care need? If you’re not comfortable rolling the dice, you need a plan. We can help.

05/15/2026

Does your advisor really care about you? Here’s a quick way to test that.

05/14/2026

Sometimes advisors have to tell people things they don’t want to hear, and this is how people feel on the inside. Even though you may not want to hear it, it’s still true and needs to be addressed.

05/13/2026

If financial products were trying to date you, this is what they may say. The last one may be a surprise. The nerd in glasses always turns out to be more interesting that we first expect. As creepy as these options seem, they all work best together.

Address

1366 N. Gardner Street Suite 100
Scottsburg, IN
47170

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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