About Our Team

An independent benefits advisory built on one simple premise: business owners deserve the same caliber of benefits counsel that large corporations get.

Our Story

Built by an Entrepreneur, for Entrepreneurs

HEITS Benefits Group was founded on a simple frustration: small business owners were getting second-tier benefits advice. Too often, they were handed cookie-cutter plans by brokers who didn't understand their business, their cash flow, or the pressures of building something from nothing.

Our founder spent 23 years inside the benefits industry โ€” watching what worked, what didn't, and where business owners were consistently underserved. HEITS Benefits Group exists to fix that. We bring enterprise-level benefits strategy to businesses of every size, without the corporate overhead or the impersonal service.

We operate as independent advisors. We're not captive to any carrier. That means our only obligation is to find you the right coverage at the right price โ€” and to stand behind that recommendation when renewal time comes around.

"I've spent over two decades helping business owners build benefits programs that actually work. The goal has never been to sell a policy โ€” it's to become the advisor you call when something changes in your business."
David Heitner
Founder, HEITS Benefits Group
How We Work

What You Can Expect from Our Team

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Independent Advice

We represent you, not the carriers. Our team shops the full market to find coverage that fits โ€” not coverage that pays us the highest commission.

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One Point of Contact

You get a dedicated advisor who knows your business. No call centers, no getting transferred. The same person who sold you the plan services it every year.

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Proactive Strategy

We don't wait for renewal to review your benefits. Our team monitors your plans year-round and flags issues, cost increases, or new opportunities as they arise.

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Education First

We explain your options in plain language. You'll always understand exactly what you're buying, why we're recommending it, and what the tradeoffs are.

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Fast Turnaround

Business owners don't have time to wait three weeks for a quote. We operate with a sense of urgency that matches yours.

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Long-Term Relationship

We measure success in years, not transactions. Our advisors are invested in the long-term health of your business โ€” not just the first sale.

Our Capabilities

A Full Advisory Team Behind Every Account

When you work with HEITS Benefits Group, you're not getting one person with one product line. Our advisors collaborate with a bench of specialists โ€” so your benefits program is built by people who know each coverage area deeply.

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Licensed Benefit Advisors

Our core team handles group health, dental, vision, life, and disability โ€” licensed across multiple states.

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Commercial Insurance Specialists

Workers comp, liability, BOP, and commercial auto โ€” handled by advisors who specialize in business coverage.

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CFP-Certified Partners

Retirement plan design and personal wealth planning backed by Certified Financial Planners with small business expertise.

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Benefits Administration Support

Enrollment support, carrier communications, and compliance guidance so your HR burden stays manageable.

23
Years of benefits advisory experience
4
Coverage disciplines under one roof
Multi
State licensed advisors
$0
Advisory fee to clients โ€” carrier compensated

Ready to Work with an Advisor Who Gets It?

Schedule a free Benefits Review and see what it's like to work with someone who's been building benefit systems for businesses like yours for 23 years.

Get a Free Benefits Review

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Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered investment adviser. Member FINRA/SIPC. Heits Benefits Group and IFG are unaffiliated entities. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Licensed to sell securities in the following states: CA, KY, NJ, NY, OH, VA, WA.