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

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Tariffs and Health Benefits: The Hidden Cost Employers May Not Be Able To Ignore

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The Impossible Is Now Possible: Up to $3M of Life Insurance in 8 Minutes? Yes, Really.

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4 Ways to Better Take Care of your People

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July 7, 2022

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6 Tips to Successfully Attract and Retain Employees in 2022

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June 30, 2022

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5 Tips for Bringing Your Team Back to the Office

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June 23, 2022

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California Competes: What Is It and How Can You Benefit?

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May 25, 2022

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What Can You Do about Rising Healthcare Costs?

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April 13, 2022

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Why Is It So Hard to Find Workers Right Now?

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March 29, 2022

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This Company Is Changing the Employee Benefits Game

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March 17, 2022

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Open Enrollment is Over…Now What?

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March 2, 2022

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5 Hidden Attributes in Health Insurance Plans

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December 15, 2021

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5 Tools for Creating the Near Perfect Open Enrollment Process

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December 3, 2021

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6 Things to Ensure Your Benefit Package Is up to Par Post-COVID

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November 17, 2021

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Are You Worried about the Quality of Your Benefits Offerings Post-COVID?

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October 8, 2021

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Is Your Time & Attendance System Losing You Money?

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September 1, 2021

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“Can I Deduct Medical Expenses Not Covered by My Insurance Plan?” – Answer Inside

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July 30, 2021

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Group Disability Insurance: Just How Important Is it? (Hint: Very)

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July 15, 2021

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Can Employers Offer Employees Different Levels of Contribution?

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June 22, 2021

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7 Key Benefits of Automated Payroll

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May 18, 2021

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Everything You Need to Know About the American Rescue Plan Act & the COBRA Premium Subsidy

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April 30, 2021

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Is Your Life Insurance Policy a Ticking Time Bomb?

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April 20, 2021

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Top 5 Benefits of Buy/Sell Agreements

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April 7, 2021

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8 Reasons Seamless Onboarding Is So Important

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March 19, 2021

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8 Ways Not Having Workforce Automation Can Get You Into Trouble

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March 5, 2021

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Latest Posts

  • 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
  • Protect Your Most Important Asset: Your Data April 4, 2025
  • Why Is Employer Sponsored Health Insurance So Complex? (And How That Complexity Protects You) March 25, 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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