PRESS RELEASES

Please direct all media inquiries to:

Aaron Cook, President

602.888.3090

Release Date	Title	Description/Link
09/20/2021	Coterie Advisors Appoints Betty Boettcher as Vice President of Operations	Program manager for affordability-based medical plan strategies hires executive leader to ensure operational success during rapid growth
06/16/2021	Coterie Advisors Launches a Bronze-Level Minimum Value Plan with a Unique Feature: Zero Deductibles	The employer-based health insurance plan expands Coterie Advisor’s Fundamental Care product offering which helps employers and their employees with access to innovative, Affordability-Based Medical Plans.
04/01/2021	StuLo's Student Loan Debt Relief Benefit to be Acquired by Group Advantage Corp.	The StuLo employee benefit program will now be part of National Student Debt Forgiveness Center.
03/22/2021	Coterie Advisors Adds Employee Benefits Veteran to National Sales Team	Scott Martin set to join National business development efforts in fast-growing limited benefit medical plan market for employers.
07/06/2020	Coterie Advisors Expands Executive Leadership Team	Michael Lambert set to lead National strategy in fast-growing limited benefit medical plan market for employers.
05/18/2020	Coterie Advisors adds Employee Benefits Veteran to Executive Sales Team	Greg Nelson set to lead National business development efforts in fast-growing limited benefit medical plan market for employers.
05/04/2020	Coterie Advisors expands their Fundamental Care program with the launch of Limited Benefit Indemnity Medical Plans for Employers	Their combined strategy of unique medical plan solutions, for different carve-out classes of employees, will offer benefit brokers something new and innovative for their employer group clients.
12/01/2019	Coterie Advisors and Lindsey Healthcare Holdings Terminate Proposed Healthcare212 Joint Venture	Coterie Advisory Group, Inc. has announced the termination of their proposed joint venture with Lindsey Healthcare Holdings LLC.
09/03/2019	A New Health Insurance Plan is Now Available to Help Employers and Uninsured Working Americans with a Desperately Needed Affordable Option	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.
07/19/2019	StuLo Expands Executive Leadership Team with Expert in Non-Traditional Benefits	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.
06/28/2018	Viverae and FinFit Help Employers Provide Student Loan Benefits That Employees Want	Viverae, a leader in workplace wellness, and FinFit, a nationwide leader in financial wellness, are proud to announce FinFit's new student loan assistance enhancement, through their partnership with StuLo.
06/12/2018	StuLo Surpasses 1 Million Eligible Members	With its most recent partnerships, Student Markets Group, Inc. d/b/a StuLo expands access to student loan debt relief and financial wellness benefits to over 1 Million eligible members.
06/06/2018	StuLo to Sponsor 2018 CAMMP Conference	Partnership with Student Markets Group, Inc. d/b/a StuLo expands access to student loan debt relief and financial wellness benefits for Alumni Association Members.
04/18/2018	StuLo Selected as Student Loan Debt Relief Partner by FinFit	Partnership with Student Markets Group, Inc. d/b/a StuLo is set to expand access to student loan debt relief and financial wellness benefits for employers.
11/30/2017	The Fundamental Care Benefits Marketplace is helping individuals in border states to maximize their benefits	The Fundamental Care Marketplace now provides access to a select network of providers in Mexico.
10/19/2017	Ternian Insurance Group partners with Fundamental Care Benefits Marketplace	Now you can capitalize on traditionally non-benefited employees with little or no administrative burden on the employer.
10/05/2017	Trendz Data Announces New Client Win with Coterie Advisory Group	Deal expands Trendz Data’s partnerships with Insurance industry Distributors and Administrators.
07/18/2017	StuLo Selected as Student Loan Debt Relief Partner by OnCore HCM	Partnership with Student Markets Group, Inc. d/b/a StuLo is set to expand access to student loan debt relief and financial wellness benefits for employers.
07/12/2017	Coterie Advisory Group Announces New Marketing Agreement with the National Association of Financial Industry Professionals	Coterie's partnership with NAFIP continues their growth in the Association consulting space.
05/17/2017	Coterie Advisory Group Announces Exclusive Marketing Partnership with the Service Industry Trade Alliance	This partnership continues Coterie Advisory Group’s growth in partnering with National Associations.
05/16/2017	Employee Benefit Professionals Launch StuLo, a Student Loan Debt Relief and Financial Wellness Benefit	As an alternative to employer-funded student loan repayment assistance benefits, StuLo provides significantly more benefit value at little to no cost to the employer.