Alicia Learman

FIC

Alicia Learman

FIC

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Alicia Learman
At work

At work

At work

Why I do what I do

Why I do what I do

I'm so blessed to make a living helping others and their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to do what I do.

I serve members in…

Allenton, Slinger, Hartford, Menomonee Falls and surrounding communities.

I can help you plan for life using a variety of tools, including…

life insurance and annuities.

I enjoy working with…

young professionals, families, couples and those approaching retirement.

I attended…

the University of Wisconsin, Milwaukee.

I am very proud of…

my dedication to my family and my community. I'm also proud to inform people how Modern Woodmen can help secure their future and the futures of their kids and grandkids.

Before Modern Woodmen, I…

worked in customer service for 15 years.

I chose Modern Woodmen because…

it's about community, family and fun. I love supporting members and helping them reach their financial goals. I love that Modern Woodmen supports our community and allows me to give back to the community where I live.

The best part of my career is…

helping others, whether it's a single person setting goals and planning for retirement, a young family needing protection through life insurance, or a person figuring out if they can retire soon and planning their next steps. I enjoy knowing I help make a positive impact for people in all life stages.

A favorite moment in my career was when…

I met with a client who told me she would never be able to retire. After reviewing her situation, we figured out that not only could she retire, but she could also do it that year, if she wanted. She left with the biggest smile on her face. She'd thought she'd have to work for the rest of her life. It was rewarding to give such great news. She set her retirement date and is now enjoying retired life!

Also…

I love when my members call or stop in with questions or news about their personal life (exciting or sad). They know I'll listen, and they can confide in me.

“I'm so blessed to make a living helping others and their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to do what I do.”
At home

At home

At home

My life outside of work

My family includes…

my husband, Craig, and our two boys, Ashton and Blake.

In my free time, you can find me…

in my garden or backyard, where my family rides dirt bikes and four-wheelers. My husband and I also enjoy DIY projects. We take on one or two new home projects a year. On weekends, we head north to our cabin by the lake and enjoy tubing, kayaking, fishing and watching the kids experience lake life.

I’m passionate about…

my family and friends. I would do anything to help anyone who needs it.

My greatest blessing is…

my family. They're my biggest cheerleaders, and I'm theirs.

My personal motto is…

The strongest people aren't always the people who win, but the people who don't give up when they lose.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

for 16 years. I was born in sunny California. I lived there for many years, until my parents moved our family to Menasha, Wisconsin. After I completed college, I moved to Washington County with my husband. We planted roots and now live in West Bend. We love the outdoors and exploring Wisconsin.

What I like best about my community is…

the amazing people. Whether you're at the soccer field or the grocery store, you'll find so many familiar faces. People are genuine!

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

volunteering alongside other Modern Woodmen members.

Featured story

Featured story

Featured Story Image

The Giving Tree

My office held a collection for the Washington County Humane Society and donated many needed items. We toured the new facility and met some amazing pets.

Current insights

Current insights

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New Week New Letter - and this week it is "V"!! V is for VARIABLE every persons situation is different and unique that is why working with me is so important because I take that into consideration when sitting down with you and customize a plan perfect for you. Let's get together 262-208-1060 or https://calendly.com/alicialearmanmwa/30-minute-appointment

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Drum Roll Please.... our Friday letter is "U" and it is for ULTIMATLY YOUR DECISION. When we sit down, I will provide the options I believe are best for you based on your goals and needs. Then it's your choice as to what direction we go. Let's collaborate together 262-208-1060 https://calendly.com/alicialearmanmwa/30-minute-appointment

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Happy Friday - today we are going to talk about TIMING, and I am going to share with you a story that just happened with a co-worker of mine. Timing is everything and you should start planning now! Call Me 262-208-1060 or schedule a 30 minute meeting to chat here https://calendly.com/alicialearmanmwa/30-minute-appointment

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New Week new letter "S" is for Sustainability. What is the point of creating a plan if its not manageable. It's a collaborative effort between you and I to make sure what you need is sustainable for the long run.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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