©2019 by Coterie Advisory Group, Inc.  All rights reserved.


Fundamental Care is a level-funded Limited-Day Health Plan costing 30-40% less than HDHPs with no deductibles.

How high can health insurance premiums and deductibles go?

Employers and employees are frustrated...

Show your clients a new option: a unique, level-funded Limit...

Coterie Advisors has launched their Fundamental Care plans designed as a core medical plan for small employers and as a carve-out option for larger employers.


Coterie Advisory Group, Inc (Coterie) announced today the launch of a new...

Dennis Tebon set to lead National distribution efforts in emerging market of student loan debt relief and financial wellness benefits for Student Markets Group, Inc. d/b/a StuLo. 

Scottsdale, AZ, July 18th, 2019 (PRNewswire) – StuLo®, a leader in Student Loan Debt Relie...

About Coterie

Coterie Advisory Group. is a national, insurance program manager and marketing agency. Coterie Advisory Group specializes in product development and procurement, distribution channel alignment, and technology platforms for their proprietary benefit program...

Founders seek to capitalize on decades of insurance expertise and industry relationships to build market-leading products and exclusive distribution channels.


Coterie Advisory Group, Inc (Coterie) and Lindsey Healthcare Holdings LLC (LHH...

November 21, 2018

Smack dab in the middle of the Q4 and 1/1 madness of our industry, the Thanksgiving holiday gives us a little stress relief.

It also gives an opportunity to take a slight breather and reflect.

What I know is that 2018 has been amazing!

Coterie is experiencing ra...

November 9, 2018

Income-driven repayment plans exist because millions of borrowers are facing real financial difficulties. 

More than half of borrowers say their payments on student loans are higher than what they're paying for health insurance, according to a recent survey conducted by...

November 6, 2018

2018 has been an amazing year!  Our company is experiencing rapid growth and we are expanding our team.  We are a fast-paced and entrepreneurial environment delivering innovative and meaningful health care coverage to the marketplace.

We are looking for team member...

August 25, 2018

For your clients who want to offer a Student Loan Debt Relief benefit but don't have the budget:  https://stulowellness.com

Ben Rozum

Founder | Start-up Entrepreneur | Company Culture Creator | Executive Leader

Connect with me on: LinkedIn

Phone: 602.888.8144

About StuLo 


July 24, 2018

About StuLo 

About Student Markets Group Inc. and Coterie Advisory Group Inc.

Student Markets Group, which is owned by Coterie Advisory Group, is the national program manager for the StuLo benefit program. The companies provide consultative services and product solutions...

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