Secure Heritage Insurance Agency

Secure Heritage Insurance Agency is more than just your typical insurance and financial planning firm. From the moment you make that first call, we consider you part of our family, and we strive to treat you as such. We take the time to get to know you and understand your unique needs in detail, so that we can provide personalized solutions that give you peace of mind and allow you to live the life you love, secure in the knowledge that the people and things that matter most to you are protected.

At Secure Heritage Insurance Agency, we specialize in Medicare planning, individual health insurance, life insurance, and retirement planning. We understand that these areas can be complex and confusing, which is why we make it our priority to help you understand your options and make informed decisions.

Medicare Planning

Choosing the right Medicare plan can be overwhelming, given the many options available. At Secure Heritage Insurance Agency, we take the time to explain the differences between the various plans, so that you can make an informed decision. We offer side-by-side comparisons of plans, and we can help you determine which plan best meets your needs and budget.

Individual Health Insurance

Navigating the world of individual health insurance can be challenging, but Secure Heritage Insurance Agency is here to help. We can evaluate your current coverage and help you understand your options. We work with 8 organizations that offer 75 products in your area, so you can be sure that we will find a plan that suits your needs.

Life Insurance

Secure Heritage Insurance Agency understands that life insurance is an essential part of a comprehensive financial plan. We offer various types of life insurance, including term life, whole life, and universal life, so that you can find the right coverage to protect your loved ones.

Retirement Planning

Retirement planning can be complex and overwhelming, but Secure Heritage Insurance Agency is here to help you develop a long and short-term plan. We work with you to understand your retirement goals and create a plan that allows you to achieve them. We can help you protect your assets, generate income, and ensure that your loved ones are taken care of in the event of your passing.

Meet Our Team

At Secure Heritage Insurance Agency, our team of licensed insurance professionals is dedicated to providing exceptional service and personalized solutions. Led by CEO Phil Hollis, our team includes experienced agents and staff members who are committed to helping you secure your future.

Phillip Hollis, CEO: Phil has been involved with insurance since 2002 and has extensive experience partnering with major players in the global insurance market. He rebranded his agency as Secure Heritage in 2013 to focus on providing a higher level of service to his clients.

Patty Hollis: Patty has been with Secure Heritage Insurance Agency since its inception and is committed to providing exceptional service to our clients.

Donna Heil: Donna has been in the insurance industry for over 25 years and is dedicated to helping our clients find the right coverage for their needs.

Penny VanTassel: Penny has extensive experience in the insurance industry and is committed to providing a personalized approach to each of our clients.

Taylor McCarthy: Taylor is a licensed insurance professional who is committed to providing exceptional service and personalized solutions.

Community Involvement

At Secure Heritage Insurance Agency, we make it a priority to be highly invested in supporting our community. We are committed to giving back and making a positive impact in the lives of those around us.