Secure Heritage Insurance Agency’s

Insurance Products & Services

Secure Heritage Insurance services Individual policies, small and large group insurance policies compliant with legislation.

We help individuals and groups in registering and obtaining a credit and cost reduction for their insurance needs through the Marketplace using Centers for Medicare Service guidelines. We also offer guidance for the Wisconsin Medicaid Badgercare program.

All services are provided at no cost to the individuals or businesses, as we are paid by the Insurance or Financial Service Carriers. 

Insurance and Financial Planning all under one roof.

Browse and learn about our insurance products, and planning services. Why choose Secure Heritage? How to begin shopping for insurance? We answer these questions and more here.

 
 

 

Our Focus

 
 

Property & Casualty Insurance

Medicare

Employee Benefits Insurance

Health Insurance

Supplemental Insurance

Life Insurance

 

Insurance Product Categories

 
 
 

Vehicle Insurance

We offer insurance for just about anything that moves you. Whether you're on the road, the trail, or the water we're here to help you get the type of vehicle insurance you need.

Property Insurance

Let Secure Heritage Insurance Agency help protect where you live and what you own with our different types of property insurance. Get a property insurance quote for your home, apartment, and more.

 
 
 

Business Insurance

Business insurance can be tricky. Let us assist you in finding the coverage that’s right for you!

Additional Insurance

Secure Heritage Insurance Agency can help you with a variety of additional insurance such as life, umbrella, travel, overseas, collector car, jewelry, and more. Connect with us to get a quote for these other miscellaneous types of insurance.

 

 

Professional Services Offered

 
 

Free Financial Planning

Secure Heritage Insurance Agency offers a Free Financial Planning consultation to assist you in choosing the right policies for your needs & budget.

free Employee Benefits Consulting

We’re your strategic partner for affordable and flexible coverage that maintains retention, and healthy, happy and productive team members.

Free Retirement Planning Consulting

Good planning can help you get out of debt, reduce dependence on credit, and accumulate wealth or achieve financial freedom. We help equip you to protect you and your loved ones through crisis.


All Insurance Products

Motorcycle Insurance

ATV Insurance

Umbrella Insurance

Homeowners Insurance

Renters Insurance

Condo Insurance

Co-Op Insurance

Boat Insurance

Mobile Home Insurance

Commercial Auto Insurance

Identity Protection

Mexico Car Insurance

Life Insurance

Personal Watercraft Insurance

Overseas Insurance

Rideshare Insurance

Snowmobile Insurance

Pet Insurance

RV Insurance

Flood Insurance

Travel Insurance

Business Insurance

Collector Car Insurance

Jewelry Insurance