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.

• Review and audit existing life insurance policies for performance and cost-efficiency
• Design and place individual and business life insurance portfolios
• Structure disability insurance programs for professionals and business owners
• Advise on hybrid long-term care insurance products
• Develop business continuation strategies including key person and buy-sell insurance
• Manage employer-sponsored group employee benefits programs

• The Life Insurance Audit proprietary policy review process
• The Perfect LTC Solution hybrid long-term care product
• Web-based digital enrollment system replacing paper forms
• Executive benefits and key-person insurance structuring
• Buy-sell agreement insurance planning
• Access to United Benefit Advisors benchmarking and actuarial data
• Named advisor service model with no call-center routing
• Mobile-friendly benefits enrollment platform

Built for Private Wealth Owners / Principals, Advisors / Wealth Advisors (RIA).

Named advisor relationships with direct phone and email access; no call-center routing. Calendly scheduling available for consultations.