Coterie Advisors adds Employee Benefits Veteran to National Sales Team

Greg Nelson set to lead National business development efforts in fast-growing limited benefit medical plan market for employers.

Scottsdale, AZ, May 18th, 2020 (PRNewswire) – Coterie Advisory Group Inc., whose founding partners include some of the original founders of Star HRG (Starbridge®) and Ternian® Insurance Group, have announced that Greg Nelson, formerly of Identity Guard® and Cigna®, will be joining Coterie Advisor’s executive sales team as Senior Vice President of National Sales.

Greg will partner with employee benefits Brokers and Consultants to focus on Coterie Advisor’s Fundamental Care® product set. Their Limited Benefit Indemnity plans allow employers to offer affordable and unique health insurance options for their uninsured, part-time, and hourly workers which provides coverage for basic medical expenses. It complements Coterie Advisor’s flagship product, their level-funded Limited Day Health Plan, which offers near-comprehensive coverage at 30-40% less than the cost of traditional high-deductible health plans.

Aaron Cook, President of Coterie Advisors said, “We are excited to announce that Greg Nelson is joining the team to lead our distribution efforts. Greg has a track-record of a successful sales and marketing career in group medical along with innovative non-traditional products.” Cook added, “Combined with his professional experience and industry relationships, he will drive business development for Fundamental Care and elevate our market success.”

The affordability void in healthcare continues to be a major issue in the United States. With over 28 Million uninsured and 70% of workers living paycheck to paycheck, Coterie Advisors continues to manufacture solutions that meet the needs of the underserved. Fundamental Care provides access to unique and affordable insurance benefits on a guarantee issue basis. Limited Day and Limited Benefit Indemnity plans can be customized and structured with affordable premiums and no deductibles. The plans are high in potential coverage and include upfront, day-one benefits – healthcare employees can actually use. Both plans meet the employer’s ACA mandated requirement for offering Minimum Essential Coverage.

Coterie Advisors believes they are well-positioned to meet the “new normal” of marketplace needs based on the changes that will result from the current economic environment. For more information, please contact your employee benefits broker or visit or


Aaron Cook

President & Co-Founder


Coterie Advisory Group, Inc. is a Scottsdale-based, insurance program manager and national marketing agency. The founders of Coterie Advisors are comprised of a team of insurance and benefits professionals who have dedicated their careers to the benefits marketplace. They have held various Leadership and Executive roles at multiple insurance carriers, agencies, and platform administrators. Their drive has helped thousands of employers and millions of individuals obtain quality, affordable care. Coterie Advisors focuses on niche insurance and benefit programs and has life and health insurance licenses in all 50 states as well as property and casualty.