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.