CPS Horizon Financial
5300 S. 108th Street, Suite 18
Hales Corners, WI 53130
» view map
Toll Free Phone: (800) 657-0736
Phone: (414) 427-8660
Fax: (414) 427-8330
General Inquiries: firstname.lastname@example.org
With over a 100 years of combined experience in the insurance industry ranging from producers to underwriting, CPS Horizon is full of valuable resources for you to help grow your business.
Michael Smith, LUTCF – President CPS Horizon
Advanced Case Marketing & Trouble Shooting
Phone: (414) 427-8660, ext. 307
Mike was in personal production for eleven years qualifying for MDRT 10 times and one Court of the Table before buying CPS Horizon. He is active in professional associations such as NAIFA, the FPA, NAILBA and SFSP. Mike often speaks at association events and writes articles for trade publications.
Mike will assist you in case development, run permanent illustrations and provides sales ideas, advanced marketing, training, and if desired, an in-depth coaching program. Point of Presentation support via in person or electronically if needed.
Jenny Subotich – Case Manager
Phone: (414) 427-8660, ext. 309
Jenny has nearly 20 years of experience in the insurance industry. With CPS Horizon she assists our advisors in two ways. As a Case Manager, she takes over after you have written a case. She’ll track it during the underwriting process, make sure all requirements are in, and notify you of status. Should she contact you with additional requirements, please complete them as soon as possible or call if you have questions. As our Licensing person, she can help you with the appointment paperwork for any of the various carriers we work with, giving you more time to focus on your clients and less time researching the paperwork you need.
Wendy Kopischke – Case Manager
Phone: (414) 427-8660, ext. 308
Wendy has been with CPS Horizon for over 8 years and has accumulated more than 15 years of experience in the insurance industry. As your case manager she will proactively oversee the application during the underwriting process, ensuring all requirements are in, and notify you of its status. Along with monitoring the status of your application, she may contact you with additional requirements, please complete them as soon as possible or call if you have any questions.
Gary Munz, LUTCF, CLU, CLTC – Marketing Advisor and LTCI Specialist
Phone: (414) 427-8660, ext. 310
Gary has nearly 40 years of experience in the insurance industry, the last 28 focusing entirely on extended health care solutions utilizing Traditional LTCI, Life Insurance with Long Term Care or Chronic illness riders and is our expert on Asset-Based Long Term Care policies. His passion and knowledge of the carriers in the industry makes him a valuable resource for helping you build a strategy.