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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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CorpStrat’s Holiday Collaboration

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January 23, 2019

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New 2019 Affordable Care Act Guidelines and Their Effects on Businesses

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January 17, 2019

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CorpStrat Holiday Event x Dodgers Stadium

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January 16, 2019

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Sexual Harassment in the Workplace

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January 2, 2019

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The Risk in Googling HR Issues

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December 20, 2018

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Ideas for Building a Positive Office Culture

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December 18, 2018

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8 Strategies for Keeping Your Key Employees Engaged in 2019

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December 17, 2018

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Employment Laws Every Growing Organization Should Know About

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December 6, 2018

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Top 5 Resolutions for HR in the New Year

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December 5, 2018

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California Puts up a Fight Against Association Health Plans

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November 27, 2018

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The Achilles Heel for Every Employer: Time & Attendance Tracking

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November 20, 2018

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Building a Culture of Giving Back

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November 14, 2018

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Get Ready for Year End Open Enrollment Season

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November 10, 2018

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What You Need to Know About CA Law Updating Sexual Harassment Training Requirements

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November 1, 2018

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DTwo strands of DNA exposed by the Human Genome Project

DNA Genetic Testing and Insurance: Can They Co-Exist?

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How an HR System Forces Compliance

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October 25, 2018

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Using Technology to Improve Relationships

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October 24, 2018

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How Trump Tax Code Affects Your IRA’s

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October 19, 2018

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Open Enrollment: A Paperless Future for Healthcare

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October 10, 2018

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How to Use Job Descriptions to Protect Your Business

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October 5, 2018

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Why CorpStrat

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Association Health Plans – Will The New Rules Help?

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September 28, 2018

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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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