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Planning for Life

Through one-on-one visits, Modern Woodmen financial representatives help their members with key areas of life planning, including protection, savings, retirement planning and estate planning. When you sit down with a representative, he or she will help you to:
 
  • Define your needs and goals. Your representative will provide you with a personalized, comprehensive financial analysis.
  • Assess your current financial situation.
  • Create an affordable plan that will grow with you in the future. By offering guidance in budgeting, managing debt, investing, purchasing insurance and more, your representative can help you create a plan to reach your goals. He or she will help you select the life insurance, annuity and investment* products that are right for you.
  • Help you get started, then review and adjust your plan over time.

 Learn more about Planning for Life with Modern Woodmen.

 

 

 

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products.


Michelle Opsahl
Michelle Opsahl
Public Relations Specialist

Phone:
(309) 793-5660

Fax:
(309) 793-5603

email Send an email


http://www.modern-woodmen.org/AboutUs2/General-Information/Pages/Planning-for-Life.aspx