American Heritage Financial, LLC is a prominent national Brokerage General Agency (BGA) founded in 2005. The company's mission is to partner with financial professionals and insurance agents by providing them with access to a wide portfolio of life insurance, annuity, long-term care, and disability insurance products from top-rated carriers. They offer comprehensive back-office support, advanced case design, underwriting expertise, and marketing resources to help their partners grow their businesses and effectively serve their clients' needs for wealth preservation and retirement planning.

Founded in

United States