Chris brings over 30 years of experience in the insurance and financial services industry and a diverse background including sales & marketing, information technology, executive benefits design implementation, and advanced case design.
Chris is the President and key relationship manager for The Koptis Organization. His responsibilities include: Sales, marketing, client relations, client service, product analysis recommendation, estate planning, executive benefit program development, policy audits, premium finance, life settlements and underwriting. Chris knows the strengths and weaknesses of each product, which allows him to design plans around a client’s long-term strategy, rather than around any one product. He has a thorough knowledge of life insurance, long term disability, long term care, annuities, worksite marketing and lifetime settlements. Chris’ diverse background and strong carrier relationships allow him to help clients implement strategic plans for estate, business and succession planning, employee benefits, executive compensation and wealth accumulation strategies.
Chris is also a principal and shareholder with M Financial Group. M is a community of insurance and financial planning experts who work collaboratively to advance their clients’ interests. They are a powerful force in executive benefits, insurance solutions, and wealth planning. M is committed to advancing the interests of our industry, our communities, and our clients.
Chris has a degree in Pastoral Ministry and is actively involved in Grief Recovery, Divorce Recovery and Addiction Recovery in Northeast Ohio. Chris resides with his wife, Vicki, in Willoughby, Ohio and they have two adult children – Hannah & Noah, and three grandchildren – Jude, Kai and Elliana.
Disclosure
The Koptis Organization
30432 Euclid Avenue, #201
Wickliffe, OH 44092
Phone: 440.526.2525
Fax: .440.526.4328