Heather Alpha
Life Agent & Retirement Planner
“Your Partner for Tailored Solutions”
I’m Heather Alpha, a proud Louisiana native, now residing in Lafayette, where I’ve been an active and engaged member of the community. After graduating with honors from H. L. Bourgeois High School in 2000, I embarked on a journey of service by enlisting in the United States Air Force. Though my time was cut short due to an injury, it set the stage for me to pursue new challenges.
Over 20+ years, I’ve developed and refined my project management skills, learning to tackle complex issues with thoughtful solutions that deliver results. In 2024, I expanded my career by becoming a licensed life insurance agent. This new path has allowed me to combine my professional expertise with my passion for helping people. I take pride in listening closely to my clients’ needs and offering tailored solutions that help them invest in their futures, protect their families, and achieve meaningful financial milestones.
Outside of my professional life, I cherish time with my two wonderful children, who are the heart of everything I do. As a family, we’re involved in our local church, where we find joy in serving others and striving to make a positive impact. As your friend here in Acadiana, I’m committed to providing support and peace of mind when it’s needed most.
“Your Partner for Retirement Solutions”
Indexed Universal Life Insurance (IUL)
Shielded from Market Fluctuations – Enjoy financial growth without the risk of market volatility.
Flexible Options – Leverage your equity through collateral loans with repayment terms you control.
Tax-Advantaged Growth – Grow your wealth tax-deferred and access tax-free income in retirement.
Annuities
Retirement Security – Protect yourself from the risk of outliving your savings with a reliable income plan.
Guaranteed Income for the Future – Secure a steady stream of payments for a set period or your lifetime.
Flexible Investment Options – Contribute through lump sums or monthly premiums to fit your financial goals.
Rollovers
Transfers – Roll over your retirement funds into a Traditional or Roth IRA.
Flexibility & Growth Potential – Use rollovers for long-term wealth building or income opportunities.
Maximize Tax Advantages – Optimize your savings with tax-efficient rollover strategies tailored to your needs.
“Your Partner for Life Insurance Solutions”
Level Term Life Insurance
Affordable Protection – Get the most cost-effective life insurance with fixed premiums for up to 40 years.
Flexible Coverage Terms – Choose from 5 to 40-year policy periods to fit your needs.
Simple & Effective – Secure financial protection for your loved ones without the added cost of cash value accumulation.
Whole Life Insurance
Stable & Predictable – Lock in fixed premiums with a guaranteed cash value growth.
Guaranteed Benefits – Ensure financial security with a death benefit that never decreases.
“Your Partner for Legacy Solutions”
Child Asset Builder (CAB)
Build a Lasting Financial Legacy for Your Children and Grandchildren
As a parent or grandparent, you have the power to create a secure and prosperous future for the next generation.
A Child Asset Builder offers a strategic way to leave a meaningful financial legacy by leveraging compound interest and tax-free distributions.
Key Benefits:
✅ Peace of Mind – Take comfort in knowing your family’s future is safeguarded with a well-structured financial plan.
✅ Tax-Free Distributions – Funds are accessed as loans, ensuring taxes are never paid beyond the initial contribution.
✅ The Power of Compound Interest – Watch your investment grow steadily over decades, maximizing long-term wealth.
✅ Generational Wealth & Security – Provide your children and grandchildren with a financial foundation that lasts a lifetime.
Secure their tomorrow—Start building their legacy today!
Setup an Appointment Today!
Fill out the form below for more info on your Risk & Tax Free Investment!