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Empowering Businesses. Enhancing Confidence

Employee Benefits & Insurance Simplified. Strategic. Human.

A Team That
Thinks Differently

And Protects What Matters Most

At CorpStrat, culture means more than words on a wall; it’s about delivering clarity, professionalism, and protection in every interaction.

When you work with us, you get more than just benefits or insurance guidance. You get a trusted expert who knows your name, understands your goals, and is deeply committed to simplifying the complex so you can focus on what matters most.

Whether we’re helping you navigate compliance, optimize a benefits plan, or protect your income and legacy, you’ll feel the difference: clear communication, thoughtful strategy, and a genuine team behind you every step of the way.

The TEAM

Our Team

A Team That Thinks Differently And
Protects What Matters Most

Marty Levy, CLU/RHU

Principal

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Sarena Warner

Principal

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Where Strategy Happens

and People Come First

Our office reflects how we work: focused, collaborative, and built around relationships.

Strategy

We Work Hard. We Show Up. And Yes, We Have Fun.

At CorpStrat, we take our work seriously, but we know a strong culture also comes from connection, laughter, and celebrating the wins together.

When people enjoy where they work, they show up stronger, for each other and for our clients.

CORE VALUES

What We Believe

At CorpStrat, our values aren’t just words on a wall, they guide how we work, how we communicate, and how we serve. Every decision, every client interaction, every solution reflects these core beliefs:

Clarity First

We believe communication should be clear, direct, and human. Our job is to simplify the complex so you always know where things stand.

Think Differently

We challenge outdated industry norms and bring fresh thinking to old problems. Innovation isn’t a buzzword, it’s how we serve better.

Protect What Matters

Whether it’s a family legacy or a fast-growing business, we treat your protection like our own with care, precision, and strategy.

Relentless Responsiveness

We respond quickly, follow through, and never leave clients guessing. You’ll never feel like a number with us.

Human First, Always

We lead with empathy. Our team shows up with honesty, integrity, and a true desire to do the right thing every time.

Ready To Get the Clarity and Confidence You Deserve?

Don’t leave your employee benefits and insurance strategies to chance.

Work with experts who make the complex simple and provide solutions you can trust.

BOOK A CONSULT
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BOOK A CONSULT

Marty Levy, CLU/RHU

Principal

Martin Levy is the founder of CorpStrat, established over two decades ago with a mission to bring expert insight and personalized solutions to the insurance and employee benefits industry. Marty is widely recognized as a leader in life, employee benefits, and long-term care insurance planning.

He holds multiple distinguished designations, including Chartered Life Underwriter (CLU®), Registered Health Underwriter (RHU®), Certified Annuity Analyst (CAA), and Certification in Long Term Care Insurance (CLTC). As a CLU®, Marty has earned the industry’s highest standard in insurance and financial planning, completing extensive coursework in estate planning, taxation, retirement, business insurance, and risk management.

Marty is a Life and Qualifying Member of the Million Dollar Round Table (MDRT), representing the top 1% of life insurance professionals worldwide. He holds a B.A. in Psychology and brings a deep understanding of both the technical and human side of business planning.

Sarena Warner

Principal

With more than three decades in the employee benefits industry, Sarena Warner has built a reputation as a trusted advisor, strategic problem-solver, and passionate advocate for her clients and team. She is known for blending deep technical expertise with a practical, people-first approach, helping employers design benefit programs that not only meet business goals but also genuinely improve employees’ lives.

A recognized authority on compliance and administration, including COBRA, Flexible Spending Accounts, the Affordable Care Act, and HIPAA, Sarena has been invited to speak at industry events and train teams on navigating complex regulations with confidence.

Since joining CorpStrat in 2003, she has been instrumental in the company’s growth, shaping its service model and fostering a culture of excellence. Today, she leads with the same philosophy that has guided her entire career: listen closely, act with integrity, and always stay one step ahead for the people who rely on you.