People to Watch Martin Levy,
CLU/RHU
Founder
CORPORATE STRATEGIES, INC.
Even though Marty Levy, CLU/RHU is a very successful insurance and financial services advisor, humble as he is, he would probably never tell you about it. Marty founded and runs one of Southern California’s most successful insurance and employee benefit agencies, Corporate Strategies. “The amazing thing about our business is that it’s organic,” says Marty. “We simply do great work, and our people are the best in the business. If we get a client, the odds of us having a business relationship 10 years later is near 95%. I think the retention says a lot about our business.” The agency provides employee benefits, HR technology, and human resource and insurance strategies to hundreds of Southern California businesses. Some people refer to them as the “Kings of Small Group” based upon the number of
ever,” especially since there aren’t that many solutions out
businesses they insure, but they consider themselves a sim-
there to begin with.
ple blend of old-fashioned advisory-based insurance brokers and modern technology tools.
Marty, who lives in Calabasas, is a Life and Qualifying member of the Million Dollar Round Table, an elite group of profes-
The main focus of the agency is protecting professionals, and
sionals representing the top 1% of insurance professionals in
one of the areas they have been extremely focused on is
the United States. The firm principals rank consistently among
protecting against the expenses of long-term care, the area
the top producers in the country, and tenured professionals
where aging meets financial planning. “Most people are un-
make up his very skilled team.
derestimating how long they are going to live and where the dollars are going to come from to pay for their care. I’m pas-
“I run a very successful business,” says Marty, “but it always
sionate about this area,” says Marty, “because I know and
comes down to a very simple thing: helping people protect
have seen so many people who have consumed a lifetime
and address the greatest exposures in their lives.”
of savings in an effort to continue to provide a quality life for their family or for their relatives.” The agency uses the most unique ways to address this problem and help business owners and professionals protect a lifetime of accumulation and provide for their families. One of the solutions they offer to address the exposures is called The Perfect LTC Solution. The agency considers it “the best
21021 Ventura BlVD., #200 Woodland Hills 818.377.7260 CorpStrat.com
Calabasas Style 59