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

PRESS RELEASES

Please direct all media inquiries to:

Aaron Cook, President

info@coterieadvisors.com

602.888.3090

September 03, 2019

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

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.

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

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.

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.

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.

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.

The Fundamental Care Marketplace now provides access to a select network of providers in Mexico.

Now you can capitalize on traditionally non-benefited employees with little or no administrative burden on the employer.

Deal expands Trendz Data’s partnerships with Insurance industry Distributors and Administrators.

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.

May 17, 2017

This partnership continues Coterie Advisory Group’s growth in partnering with National Associations.

May 16, 2017

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.

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