REQUEST FOR PROPOSAL

Heritage Health Benefits Division

Heritage Group has teamed with David Oscar, Senior Partner of Altigro Resource Group, to form the Heritage Health Benefits Division. This endeavor will now allow full-service administration for all aspects of employee benefits. By utilizing the same consultative approach that has proven successful with our Qualified Plans division, Heritage Health Benefits will be able to assist plan sponsors in consolidating their employee benefits program with the same advisor & administrative team.

David specializes in employee benefits with over 10 years of industry experience. Prior to joining Altigro Resource Group, David worked with one of the top General Agencies in the metropolitan area that included working with over 500 brokers and 12,000 clients. David has the unique ability to assist clients and brokers in navigating the difficult rules and regulations of group health benefits. He is a senior partner of Altigro Resource Group and has been instrumental in building the organization from a startup to where it is today.

For more information on the Heritage Health Benefits Division, please contact your Heritage plan representative.

You may also contact David at 1-888-863-6853 or email
health@theheritagegroupllc.com