Daniel Polk | Modern Woodmen Financial Representative

Daniel Polk

FIC, CFFM
Photograph of Daniel Polk

Daniel Polk

FIC, CFFM

Regional Director

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.

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About me

About me

Who I am at and outside of work

My family includes…

my wife, Rebecca, son, Peyton, and daughter, Logan, and our dog, Brutus.

I'm a member of…

Campbell Football Alumni Group and Finseca.

I'm passionate about…

helping people reach their goals and dreams, whether they're personal or professional.

In my free time you'll probably find me…

with my family at Lake Gaston, golfing with friends, or grilling out with family and friends.

My greatest blessing is…

the family that God put in my life. I have a phenomenal set of parents, a fantastic older sister, and the best wife and children on the planet.

Also…

I am blessed by the people I get to work with every day. From my colleagues to my clients, every day on the job seems unreal because of how enjoyable my relationships are with my team.

“We feel strongly about supporting our communities at a local level. One way we are able to make a positive impact is through Modern Woodmen fraternal activities and programs. We especially enjoy Matching Fund projects to raise money for those in need.”

Our team

Our team

Who & how we serve

We serve members in…

central and eastern North Carolina and eastern Virginia.

We’re passionate about…

growing leaders in the financial services industry. To make the most powerful impact in our communities, we seek out top-tier talent and help them be at the forefront of an always-changing industry.

We focus on…

helping individuals, families and business owners meet their unique financial needs throughout life. We’re a full-service financial services provider with a wide range of product offerings.

We're unique because…

we are truly committed to the communities we serve - not only in how we help our members meet their financial needs and goals, but also in how we help our local communities and schools through our fraternal activities and programs.

Our current career opportunities include…

financial representatives in North Carolina.

Also…

We take great pride in our culture. For this reason, we’re very selective in who we bring on to represent our team. We’re looking for the right type of leaders to help us grow as our membership continues to multiply and strengthen.

Community impact

Community impact

How we make a difference

We feel it’s important to support the communities we serve because…

we want to give back to the places we call home and the people who live there. There are many foundations and causes, but we sometimes don't see the impact at the local level. We feel it's important to improve our communities and focus on making a local impact.

We feel strongly about supporting our communities at a local level. One way we're able to make a positive impact is through Modern Woodmen activities and programs. We especially enjoy:

Matching Fund projects to raise money for those in need.

Our philosophy on volunteering is…

it's way more fulfilling to give than it is to receive. We get so much more than we give when we help our communities and families.

Also…

Each year, we donate supplies for teachers and their classrooms. We collect supplies, purchase necessary items, and deliver them to schools across our region.

Current insights

#MotivationMonday

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This holiday season, reimagine what giving back can look like. Here are a few ways to make heartfelt community gestures. 1. Partner with a local animal shelter to host a “pet pantry” of donated pet food, treats and toys. 2. Organize a holiday story hour at a local library or school and read seasonal books aloud. 3. Set up a tree at a local business where community members can hang donated hats, gloves and scarves for those in need. 4. Provide moments of joy on everyday routes by leaving holiday cards or small treats for postal workers or delivery drivers. Modern Woodmen members, apply for a $200 Do-Good Grant®️ to try one of these ideas! https://www.modernwoodmen.org/do-good-grant/

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Estate Planning | Modern Woodmen

As we approach the end of the year, it's the perfect time to reflect, organize and prepare for the future. Estate planning isn’t just for the wealthy – it’s for anyone who wants to protect their loved ones and ensure their wishes are honored. · Review your will. · Update beneficiaries. · Consider trusts and powers of attorney. · Talk to a financial representative. Start the new year with peace of mind. Let's talk about how estate planning can work for you.

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#MotivationMonday

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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.
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Notice of collection for California residents
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.

Securities and advisory services offered through MWA Financial Services Inc., a Registered Investment Adviser and 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 or offer all products or services. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

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