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Investors Heritage company history timeline

1961

Harry Lee Waterfield founded Investors Heritage Life Insurance Company, which was incorporated on August 31, 1960, and headquartered in Lexington, Kentucky. It was licensed by the Kentucky Department of Insurance on March 1, 1961 and the first policy was sold April 26, 1961.

1963

In August 1963, a majority of the outstanding stock was purchased by

1964

In June 1964 the company moved to their current location at 200 Capital Avenue, Frankfort, Kentucky.

1974

1974 Entered final expense market with the launch of a product sold through independent funeral homes.

1976

1976 – Assumed business from Northwest Security Life which expanded the company’s footprint in the funeral home insurance space.

1984

1984 – Introduced a Universal Life Product and began our first group life program.

1989

1989 – Developed a preneed product to accommodate the changing needs of funeral homes which expanded sales in this line of business.

2004

2004 – Began providing Third Party Administrative services for other life insurance companies.

2018

2018 – Diversified product offerings with the launch of Heritage Builder Multi-Year Guaranteed Annuity and distribution through independent marketing organizations and financial advisors.

In 2018, Investors Heritage was acquired by Aquarian Holdings, which took the company private and committed to grow the company through additional capital and market expansion.

2019

2019 – Following the passing of Harry Lee Waterfield II, his nephew Robert M. Hardy, Jr. was named CEO.

2020

2020 – Ranked in top-ten fastest growing United States life insurers with a Life and Annuity focus for the second year in a row by S&P Global.

2021

2021 – Expanded our Annuity products with the launch of Heritage Income Advantage Fixed Indexed Annuity.

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Founded
1960
Company founded
Headquarters
Frankfort, KY
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Investors Heritage history FAQs

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Investors Heritage may also be known as or be related to INVESTORS HERITAGE CAPITAL CORP, Investors Heritage, Investors Heritage Capital, Investors Heritage Capital Corporation, Investors Heritage Life Insurance Company and Kentucky Investors Inc.