CorpStrat

CorpStrat is a California-based insurance brokerage and employee benefits advisory firm serving businesses and professionals primarily in the Los Angeles area. Its primary offering covers group employee benefits, individual insurance planning, and business protection strategies. While the firm is not purpose-built for family offices, it does serve business owners, high-net-worth professionals, and their companies on insurance and benefits strategy. A testimonial from a senior wealth advisor at Truist Wealth and multiple references to buy-sell agreements, key person coverage, and estate planning suggest the firm has some footprint among wealth-adjacent client relationships.

CorpStrat’s insurance work spans several areas relevant to principals and business owners who may be evaluating insurance strategy alongside their broader wealth management:

• Life Insurance Audit, a proprietary review process the firm claims identifies misaligned or underperforming policies in more than 50% of reviews conducted
• Disability insurance planning for business owners and professionals
• The Perfect LTC Solution, a hybrid long-term care product combining guaranteed benefits, cash-out options, and a death benefit
• Business continuation planning including key person, buy-sell, and succession insurance structures

The firm operates as a partner within the United Benefit Advisors network, a group of 200-plus partner firms, which provides access to actuarial benchmarking data and group purchasing capacity. Digital enrollment tools replace paper-based processes, and the firm emphasizes named advisor relationships rather than call-center service. The Los Angeles Business Journal has ranked CorpStrat among the largest insurance agents in Los Angeles County across multiple years. Pricing is not disclosed publicly. The firm’s geographic focus appears to be Southern California, and principals seeking a national or multi-state insurance advisory relationship may find its reach limited.