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ICHRA or ICK? More Complexity or a Real Solution

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Why Communicating Your Benefits Is More Critical Than Ever

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RULA: A Game-Changer in Behavioral Health Access for Insurance Carriers and Employers

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Could health insurers force a single payer system? Opinion March 2016

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March 9, 2016

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Buying a Mattress and Buying Life Insurance – Are they the same?

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February 9, 2016

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Power To The Patients: How To Increase Consumerism In Healthcare

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January 20, 2016

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No Health Insurance? Californians Face Tax Bite Of Up To $10,000 Per Family

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January 20, 2016

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IRS extends ACA reporting deadline for employers

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December 29, 2015

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These Top Issues Will Affect the Workplace In 2016

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December 23, 2015

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Uninsured People Eligible For Obamacare Face Average $969 Penalty In 2016

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December 23, 2015

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Employers Applaud ‘Cadillac’ Tax Delay but Still Seek Repeal

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December 18, 2015

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Opinion: As Obamacare collapses, HHS claims taxpayers have ‘obligation’ to bail out crony health insurers

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November 30, 2015

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Biggest Insurer Threatens to Abandon Health Law

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November 30, 2015

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American Workers Don’t Understand Their Benefits – Mass Mutual

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October 19, 2015

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How the FDA Is Driving Drug Price Hikes – National Center Policy Analysis Reports

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October 19, 2015

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PACE Bill changes ACA – No impact in California Anticipated 10/08/2015

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October 9, 2015

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Small Group Definition -Groups 50 to 100 10/02/2015

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October 2, 2015

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Are YOU an applicable Large Employer under ACA?

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July 15, 2015

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Aetna buys Humana; Anthem to acquire CIGNA July 2015

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July 6, 2015

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Oregon Sets Hefty Rise In Health Premiums 7/06/2015

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July 6, 2015

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New Cystic Fibrosis Pill to cost $259,000 a year – WSJ

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July 6, 2015

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New California Sick Pay Law takes effect 7/1/2015

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June 11, 2015

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Cadillac tax likely to become 2016 election issue – 4/08/2014

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April 8, 2015

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Human Resource Management Software takes hold – Marty Levy CLU/RHU

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February 4, 2015

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Doctor Sees Health Law Benefits, Side Effects WSJ 12/26/2014

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December 29, 2014

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Latest Posts

  • ICHRA or ICK? More Complexity or a Real Solution June 18, 2025
  • Why Communicating Your Benefits Is More Critical Than Ever June 3, 2025
  • RULA: A Game-Changer in Behavioral Health Access for Insurance Carriers and Employers May 9, 2025
  • Tariffs and Health Benefits: The Hidden Cost Employers May Not Be Able To Ignore April 30, 2025
  • The Impossible Is Now Possible: Up to $3M of Life Insurance in 8 Minutes? Yes, Really. April 18, 2025
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    Martin Levy, CLU/RHU founded Corporate Strategies over 20 years ago. Marty is a Chartered Life Underwriter (CLU), Registered Health Underwriter (RHU), a Certified Annuity Analyst (CAA), and holds a certificate in Long Term Care Insurance (CLTC) credential. Marty is a frequent contributor to many industry publications and is also a Life and Qualifying member of the Million Dollar Round Table, an elite organization representing the top 1% of producers in the life insurance industry. Marty holds a BA in Psychology and, as a CLU®, has earned the premier credential in the insurance profession. CLUs have reached “The Highest Standard of Knowledge and Trust in Financial Planning”, representing ten or more comprehensive college-level courses covering all aspects of insurance planning, estate and retirement issues, taxation, business insurance, and risk management.

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    Scott Zimmerman is a 20 year industry veteran, specializing in life insurance, financed life insurance, life settlements, and business succession planning. He is a noted speaker and Life and Qualifying member of the Million Dollar Round Table, and elite group of professionals representing the top 1% of insurance agents in the world. Scott is responsible for Corporate Strategies brokerage operation as well as internet marketing and distribution.

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    Matthew joined CSI as a partner is 2002. His focus is providing Employee Benefits, Human Resource Technology, comprehensive solutions for HR compliance and employee management, payroll, and strategic business planning to closely held businesses. Matt co-founded CorpstratHR, and Corpstrat Payroll, web-based Payroll & Human Resource Management System and payroll company. With this cutting-edge technology, clients can embrace the ‘paperless’ world with a streamlined and organized employee database platform. Matt is a graduate of CSUN, and holds a BA in Communications, and is currently working towards his R.H.U., and R.E.B.C. designations.

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    Sarena Warner is a veteran of the employee business, with over 25 years of expertise. Her focus is to assist medium and large businesses with plan design and implementation. Her ability to create employee benefit programs that meet the employer’s objectives as well as serve the employee’s needs has made her a leader in her field. She has been highly regarded in her presentations, and is our agency expert in COBRA and Flexible Spending Accounts. In addition to her sales and service experience, Sarena is a noted speaker on such topics as the Affordable Care Act, COBRA and HIPAA. Sarena has been with CSI since April 2002 and is also responsible for overseeing the entire Benefits Department.

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    Kerri began her career with CSI in 1999. Kerri is a designated Registered Health Underwriter (RHU) and holds a BS from CSUN in Business Administration. She is our resident small group expert, but assists both small and medium sized businesses with sales, service, plan implementation and benefit enrollment meetings. Kerri is an industry expert, with attention to detail in every area. Kerri’s “hands-on” approach has made her invaluable to our clients. She is extremely knowledgeable of each carrier’s products and offerings, which enables her to bring creative and innovative ideas to business owners.

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