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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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21st Century HR Strategies

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January 22, 2020

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2020 Updated Employment Laws for California Employers

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January 16, 2020

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Top 5 HR Resolutions for 2020

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January 9, 2020

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What Company Culture Will Look Like in 2020

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December 26, 2019

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Now it’s the HAIR? California Law Bans Hair Discrimination

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December 18, 2019

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Open Enrollment: 3 Things to Know About Individual Health Coverage for 2020

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December 11, 2019

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Everyone in California MUST have Health Insurance for 2020

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December 4, 2019

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Rising Health Care Costs – Is There Hope for Change?

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November 27, 2019

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Another Reason Health Insurance Premiums Continue to Rise – The 2020 Health Insurer Fee/Tax

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November 20, 2019

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Is Your Life Insurance Policy a Ticking Time Bomb?

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November 13, 2019

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What’s More Important – Cash or Benefits? You May Be Surprised…

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November 7, 2019

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4 Best Labor Law Compliance Practices Your Business Should Adopt

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October 29, 2019

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Labor Law Compliant

Why You Should Be Labor Law Complaint

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October 23, 2019

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Sexual Harassment Training Compliance may be delayed, but it’s NOT what you think

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October 16, 2019

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Amazon Opening Their Own Healthcare Clinics – Will Your Company Be Next?

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October 9, 2019

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Good Benefits and Pay Aren’t Enough to Keep Your Employees

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October 2, 2019

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The Gig Economy and California Bill AB 5: What You Need to Know

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September 25, 2019

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Sexual Harassment Training Updates

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September 18, 2019

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How We Helped a Cannabis Start-Up Find Ease in Payroll and Become HR Compliant

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September 11, 2019

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It’s Open Enrollment Time: What’s Your Plan?

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September 3, 2019

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Got Sexual Harassment Training? We Do!

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August 27, 2019

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How We Helped ProActive Streamline Their Process

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August 20, 2019

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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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