About Mosaic Planning

(L-R): Mia Murdock &  Heather Stiefvater

Who We Are

With over 25 years combined insurance industry experience, President and CEO, Mia Murdock and Advisor, Heather Stiefvater founded Mosaic Planning Group.

Mosaic Planning Group is a professional, fully independent insurance planning firm. We collaborate with individuals, families, and businesses along with their teams of financial, tax, legal, and trust support professionals to implement protection programs to help meet the objectives of their plans. We do not manage assets. We bring expert-level protection experience and expertise, paired with access to a vast carrier network. Highly specialized, we focus on life insurance, long term care insurance, disability insurance, and independent in-force policy reviews for our clients and partners.

The Mosaic Team

Mia Murdock, CEO of Mosaic Planning Group

Mia Murdock

President, CEO

Mia is the CEO, President and founder of Mosaic Planning Group. She comes from an extensive background in the insurance and financial field. She specializes in helping clients identify gaps in their insurance and estate planning needs and finding the right solution for them.

Heather Stiefvater, Vice President of Mosaic Planning Group

Heather Stiefvater

Advisor

Heather is an advisor with Mosaic Planning Group and has helped build the company from the ground up. She has worked in the insurance field for many years prior to working with MPG. Heather is devoted to helping ensure all planning is well implemented and coordinated.

Cori Slingerland insurance agent headshot

Cori Slingerland

Principal Advisor

Cori owns and operates her business. from Lander, WY, and can assist clients locally, as well as multiple states throughout the US. Cori has a strong background in protecting individuals and families and identifying their goals and needs to protect what matters most.

How We Work

As needs are identified, our team works with the largest network of insurance carriers to ensure the best solution is presented for each plan. We clearly explain the reasoning for each concept, including the details of every option. Our experienced team provides exemplary concierge service during the underwriting process to provide the easiest path to implementing solutions. Further, we continue to provide regular meetings with clients and their team of professionals to ensure all planning is well implemented and coordinated.

How Are We Different?

Individuals, Financial advisors, legal and tax professionals, choose to work with Mosaic Planning Group for our high-level specialization, experience, and knowledge. By partnering with Mosaic Planning Group, you will provide your clients with a range of solutions aligned with their visions, values, and goals. Your clients will know us as part of your team and a valuable resource you provide to them.

How we help you and your clients:

  • Help your clients protect and efficiently transfer wealth
  • Provide coverage and protection for clients
  • Assist with fiduciary responsibilities
  • Refer quality business through the work we do
  • Ongoing added value to existing clients
  • Objective reviews of current, in-force policies