Agent Resources > Services > Institutional Services

AHF offers an array of services for small, mid and larger institutional clients:

  1. Group Health Benefits
  2. Retirement Plans 401(k), 403(b,) 457, DB, Profit Sharing
  3. Business Succession Plans
  4. Key Man Policies
  5. Endowment & Foundation Structuring & Asset Management Services

We integrate the various services needed, with a single point of contact for all questions and solutions. AHF acts as an additional staff member to minimize time you or your staff need to spend on these benefits and services.

Our Locations

Pensacola, Florida
Lafayette, Louisiana
Palm Bay, Florida
Tallahassee, Florida
Texarkana, Texas
Birmingham, Alabama
Fort Walton Beach, Florida
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by American Heritage Financial
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*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.   American Heritage Financial, LLC may conduct life insurance and securities business in Florida and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.   Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, American Heritage Financial, LLC, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.  
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