COTERIE ADVISORS NEWS
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Aaron Cook, President
July 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.
May 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.
May 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.
September 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.
July 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.
June 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.
June 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.
June 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.
April 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.
November 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.
October 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.
October 05, 2017
Trendz Data Announces New Client Win with Coterie Advisory Group
Deal expands Trendz Data’s partnerships with Insurance industry Distributors and Administrators.
July 18, 2017
StuLo Selected as Student Loan Debt Relief Partner by OnCore HCM
July 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.
May 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.
May 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.