Hales Corners, WI
CPS/Horizon
5300 S. 108th St.
Suite 18
Hales Corners, WI 53130
Main Phone: (414)-427-8660
Contacts
Michael Smith, LUTCF - President CPS Horizon
Advanced Case Marketing & Trouble Shooting
Phone - (800) 657-0736
Local - (414) 427-8660
Fax - (414) 427-8330
Email: mikes@idcnet.com
Mike was in personal production for eleven years qualifying for MDRT10 times and one Court of the Table. Active in NAIFA, Mike is currently on the national committee for member benefits. He is also an ambassador for the WI Educational Foundation. 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.
John Schraufnagel, LUTCF - Marketing Support
Life Sales & Marketing Associate - Illustrations & Help With Impaired Risk Cases
Phone - (800) 657-0736
Local - (414) 427-8660
Fax - (414) 427-8330
Email: johns@idcnet.com
John was in personal production for four years before moving into training and recruitment for a major carrier. John will help you with term quotes, LTC case development, and impaired risk pre-qualification.
Katie Albers - Marketing Support
Life Sales & Marketing Associate - Illustrations
Phone - (800) 657-0736
Local - (414) 427-8660
Fax - (414) 427-8330
Email: katiea@idcnet.com
Katie has spent several years in the insurance industry starting in a home office. She has also worked with two agencies, assisting in case development, case management, and reporting. She will help provide quotes and sales ideas.
Amanda Theurich - Licensing
Amanda assists you with all licensing matters. She will make sure you receive contracting and inform you of when you are active and ready to write. Some carriers allow licensing and the application to be submitted at the same time. Check the licensing quideline to see what the rules are for the carrier and your state. Licensing & Contracting Guide (link here) Under the agreement with Woodbury, agents assign commissions to CPS who then pays Woodbury twice per month.
Kelley Kurth - Case Manager
Kelley 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.
Jenny Subotich - Case Manager
Jenny 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.
Eric Ruh - Brokerage Manager and Annuity and Linked Benefits Specialist
Eric was in personal production and training for 13 years with a major carrier. Eric will help you with case development, sales ideas, marketing ideas, and run illustrations. He is your fist contact for fixed, indexed, deferred and immidate annuity cases. He will also help with linked benefit which are life or annuity products with LTC benefits.
Sue Brehm - Case Preparation
Sue will review the applications to make sure they are complete and will order any paramedical exams.