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.