At Modern Woodmen of America, you get more than financial services. You get fraternalism. Since 1883, we've been bringing people together, supporting families and strengthening communities. As a Non-Profit Fraternal Organization, we exist, not for the benefit of stockholders, but for our members.
We are a full financial services organization. We can help with Protection (life insurance, disability insurance, health insurance, and long term care insurance), Savings, Investment Strategies, Retirement Planning, Retirement Distribution, Education Planning, Estate Planning, Business Planning, and Employee Benefits.
Working together, I can help you develop a personal financial strategy unique to your needs and goals. My role is to help you: • Define your goals and objectives. • Assess your current financial situation. • Create an affordable plan that will grow with you in the future. • Help you get started and then review and adjust your plan over time. Let’s start the conversation today.
As a Managing Partner, my main responsibility is to recruit, train, and supervise quality individuals for a successful career in financial services. We work with individuals from different backgrounds and do not require any financial services experience. Interested in an opportunity to earn what you’re worth? Let’s talk. Please feel free to contact me at 831-600-8461 or email at [email protected]. Visit our career website at www.mwacareers.org and www.modern-woodmen.org. For important disclosure information, please visit modern-woodmen.org