From the moment that you make that first call, we consider you part of our family. And that means treating you differently than any other insurance or financial planning firm you will ever find. We take the time to get to know, and figure out EXACTLY what you need to secure the future. And it's not just you. It's your family, your retirement, your health, your business, your employees, and much, much more.
Our goal is to get to know you at a level of detail that allows us to give you peace of mind around your insurance, your retirement, your health, and more, so that you can live the life you love, secure in the knowledge that all the people and things that matter most to you are protected when you need it. We work hard to be your trusted one stop shop for security.
Here are just a few of qualities that set us apart from our competitors and allow us to find the insurance that works for YOU. Our focus on getting to know our clients in depth, educating them so that they truly understand the options that best meet their needs, cultivating long-term relationships with trusted agents, and becoming true assets in our community have positioned us as leaders in our industry.
Our goal is to get to know you at a level of detail that allows us to give you peace of mind around your insurance, your retirement, your health, and more, so that you can live the life you love, secure in the knowledge that all the people and things that matter most to you are protected when you need it. We work hard to be your trusted one stop shop for security.
Here are just a few of qualities that set us apart from our competitors and allow us to find the insurance that works for YOU. Our focus on getting to know our clients in depth, educating them so that they truly understand the options that best meet their needs, cultivating long-term relationships with trusted agents, and becoming true assets in our community have positioned us as leaders in our industry.
Services
Phil Hollis has been involved with insurance since 2002 when he started the Hollis Agency.
Over the course of his early days in the industry he gradually gained more and more experience partnering with companies like Northwestern Mutual, Banker's Life and Casualty, Aflac, and other major players in the global insurance market, which allowed him to build expertise, observe the nature of the insurance industry from the inside, and learn what customers truly want and need at a deep level.
In 2013 he rebranded his agency as Secure Heritage because he saw the need for a different kind of company in the insurance marketplace with a different emphasis.
Over the course of his early days in the industry he gradually gained more and more experience partnering with companies like Northwestern Mutual, Banker's Life and Casualty, Aflac, and other major players in the global insurance market, which allowed him to build expertise, observe the nature of the insurance industry from the inside, and learn what customers truly want and need at a deep level.
In 2013 he rebranded his agency as Secure Heritage because he saw the need for a different kind of company in the insurance marketplace with a different emphasis.
Secure Heritage offers 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.
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.
Medicare is a federal health insurance program that's designed for people who are age 65 or older and for younger people with certain disabilities.
Examples include those with end-stage renal disease (permanent kidney failure requiring dialysis or a transplant procedure).
Let the experienced team at Secure Heritage Insurance Agency help you find the right plans to suit your unique needs today.
Contact us to get started.
Medicare comes in several different versions that are designed to cover specific sets of needs.
Examples include those with end-stage renal disease (permanent kidney failure requiring dialysis or a transplant procedure).
Let the experienced team at Secure Heritage Insurance Agency help you find the right plans to suit your unique needs today.
Contact us to get started.
Medicare comes in several different versions that are designed to cover specific sets of needs.
It doesn't matter if you're married, single, a parent, or retired.
Life insurance is meant for everyone.
At Secure Heritage Insurance Agency, we know that it can be difficult to talk about the loss of loved ones, but it's an important conversation to have.
Let our honest, experienced professionals walk you through it.
Life insurance is designed to pay a sum of money to a designated beneficiary upon the death of the person covered by the policy.
Death is often an unplanned, unfortunate event.
That's why it's vital that we plan for the future today.
Life insurance is meant for everyone.
At Secure Heritage Insurance Agency, we know that it can be difficult to talk about the loss of loved ones, but it's an important conversation to have.
Let our honest, experienced professionals walk you through it.
Life insurance is designed to pay a sum of money to a designated beneficiary upon the death of the person covered by the policy.
Death is often an unplanned, unfortunate event.
That's why it's vital that we plan for the future today.
Take Great Care of Your Employees with The perfect solution to support your talented team.
Employee benefits are a form of compensation paid by employers for their employees that are above a specified amount of pay as a base or hourly rate.
Benefits are a portion of a total employee compensation package.
Social Security, unemployment compensation, and workers compensation are required by law.
Health and life insurance, medical plans, paid vacation, pensions, and gratuity are voluntary benefits that may be offered by employers.
Employee benefits are a form of compensation paid by employers for their employees that are above a specified amount of pay as a base or hourly rate.
Benefits are a portion of a total employee compensation package.
Social Security, unemployment compensation, and workers compensation are required by law.
Health and life insurance, medical plans, paid vacation, pensions, and gratuity are voluntary benefits that may be offered by employers.
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