San Fernando Valley Business Journal lists Corporate Strategies Inc., 13th in their list of largest insurance brokers in Southern California.


CSI licenses Zywave™ Technology which will bring HR and benefit technology and unique client portals to our clients.


Corporate Strategies merges with American Insurance Network, Inc. forming one of Southern California's largest employee benefit and insurance agencies. The combined firms serve a clientele of over 1000 businesses, and now ranks as one of the top 20 insurance brokers in the state.


Corporate Strategies is recognized by Anthem  Blue Cross as one of their "Top 50" brokers in the state. Anthem has over 18,000 licensed insurance brokers in California.


San Fernando Valley Business Journal lists Corporate Strategies Inc., 22nd in their list of largest insurance brokers in Southern California.


Corporate Strategies. Inc. Selected as One of The Most Dependable™ Insurance Professionals of The Western United States. More...


Corporate Strategies signs General Agency Agreement to distribute products for UNIFI Companies. UNIFI distributes products for multiple business markets, through Union Central Life, and Ameritas Life, The appointment brings a wealth of advanced planning and business strategies to our field force.


Corporate Strategies Inc. unveils their unique process, Blueprints for Tomorrow, "a series of blueprints that eliminate the 'what-if's' that keep business owners awake at night staring at the ceiling at 2 o'clock in the morning."


Agency associates Martin Levy, Scott Zimmerman and Robert Rosensweig qualify for The Million Dollar Round Table. MDRT represents the top producing life insurance agents in the USA. This marks the 11th consecutive year of qualification for Levy, 9th consecutive year for Zimmerman, and Rosensweig.


Principal Martin Levy is recognized by the Million Dollar Round Table as a Life and Qualifying Member. This achievement marks the 10th consecutive year of qualifying for this elite group of top insurance producers in the world.


Corporate Strategies enters into a General Agency Arrangement with AIG / American General Life, to distribute Life Insurance, annuities, and executive compensation products across the USA


The firm marks their 20th anniversary of providing council to business owners and professionals.


Corporate Strategies Inc. introduces The Employee Benefit Asset Creator tm , a system of tools that helps employers turn their HR department from an expense to an asset, utilizes proven tools and technologies to help business owners attract, retain and reward employees, increase productivity and morale.


Corporate Strategies Inc.negotiates for the delivery of a unique interface for corporate benefit clients, BENEFITS2000, an internet based interactive Employee Benefit Communication tool for firms and their employees. Available for firms of 100 employees or more.


Corporate Strategies enters into General Agency agreement with GenAmerica Financial, a wholly owned subsidiary of MetLife USA. CSI will distribute products offered by MetLife through their family of companies: General American Life, New England Financial, and Metropolitan Life Insurance Company.


Corporate Strategies forms strategic alliance with American Insurance Network and acquires national distribution of products through  "1Stop" web sites. Scott Zimmerman, principal of American Insurance, joins CSI as a Principal.


Corporate Strategies enters into strategic alliance with BISYS to distribute insurance and financial services products and technology to financial service professionals. BISYS is the Nation's largst distributor of insurance products and offers internet based technology and tools to the industry. The partnership will add Los Angeles distribution to BISYS, which maintains offices across America.