Union Channel Focus The Cohen Velasquez Organization targets unions, associations and school districts, representing Globe Life products through a union centered distribution channel. This presents a ready made sales path for targeted group life and employee benefits offerings to members and staff. Develop co branded campaigns and enrollment events aligned with union leadership to accelerate cross selling in California and neighboring regions.

Digital Marketing Enablement The tech stack shows WordPress, Cloudflare and analytics tooling, suggesting opportunities to optimize lead generation and conversion for union clients. Propose advanced analytics, improved attribution, and CRM ready onboarding to support enrollment campaigns and cross selling.

Regional Growth Focus With four Southern California offices centered in Los Angeles, Orange County, the Inland Empire, the Central Coast and Central Valley, there is potential to develop region specific marketing, events and school district outreach. Local partnerships and seminars could drive policyholder acquisition and stakeholder engagement.

Leadership Engagement State Directors Micah Cohen and Sean Velasquez are long standing leaders with thirty years in the market, offering a direct avenue for high level partnerships and pilot programs. Engaging them with tailored union first proposals can shorten sales cycles and build trust with decision makers.

Mid Market Scale With revenue in the 100 to 250 million range and mid sized employee base, Globe Life CV Organization sits in a strong mid market position. This enables scalable bundle opportunities across unions, associations and school districts, as well as potential volume discounts and multi district rollouts for large clients.