Insurance That Works For You

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


Employee Benefits Insurance

Health Insurance

Supplemental Insurance

Life 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.