Dannielle Roberts

FIC, RICP®

Dannielle Roberts

FIC, RICP®

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 Dannielle Roberts
At work

At work

At work

Why I do what I do

Why I do what I do

I am passionate about helping my clients with their financial goals. We work together to create a plan based on individuaiized needs.

I serve members in…

Alabama, Mississippi, Tennessee, Georgia and Florida

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

life insurance, annuities, stocks, bonds, ETFs, mutual funds and variable annuities.

I enjoy working with…

people in all stages of life, whether it's a family just beginning the steps to secure their future or a retiree embarking on the journey they've dreamed of for years.

I am very proud of…

attaining MDRT status for the past seven years.

Before Modern Woodmen, I…

owned and operated a photography studio with my husband.

I chose Modern Woodmen because…

I believe in the organization. Twenty years ago, I sat down with a Modern Woodmen representative who helped me put my financial plan in place. Now I have the opportunity to return the favor by assisting my clients each and every day.

The best part of my career is…

helping my members. Whether it's planning for retirement or protecting their families with life insurance, I feel good knowing I helped make a positive impact on their lives.

A favorite moment in my career was when…

a young mother told me that immediately after her horrific accident she had peace of mind knowing that if she did not survive, her family would be financially secure because of the life insurance plan we had recently put in place.

“I am passionate about helping my clients with their financial goals. We work together to create a plan based on individuaiized needs.”
At home

At home

At home

My life outside of work

My family includes…

my husband of 37 years, my two children, their spouses, and three beautiful grandchildren.

In my free time, you can find me…

relaxing by the lake with my family.

I’m passionate about…

my family, my friends and my faith.

My greatest blessing is…

the opportunity that each day brings to make an impact on someone's life and future.

My personal motto is…

everyone deserves respect.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

for 25 years.

What I like best about my community is…

people genuinely care for one another.

I’m a member of…

Faith Fellowship Church, MDRT, NAIFA,

My favorite volunteer activities are…

Modern Woodmen Chapter events. Nowhere else have I been a part of an organization that thrives on giving back to local communities more than Modern Woodmen and its members.

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

Matching Fund projects to raise money for those in need.

Current insights

Current insights

Heavy topics like life insurance and end-of-life arrangements aren't always top of mind during the holidays, but they can be important topics to cover when your whole family is gathered. Modern Woodmen's Final Wishes Resources program can help guide these conversations. Learn more: https://www.modernwoodmen.org/my-membership/member-benefits/final-wishes-resources/

Give the gift of your legacy. Have you created your estate plan? Estate plans are a series of legal and financial documents that can help protect you, your family and your belongings. I can help. Contact me today! https://www.modernwoodmen.org/resource-hub/estate-planning/top-reasons-for-estate-plan/

The holidays bring people together for good. Members across the country have created fruit baskets for nursing home residents, made baked goods for first responders and wrapped presents for families in need, among other acts of kindness. Members, are you looking for a way to get involved in our community? Join us at our next chapter activity! Contact me to learn more.

Encourage your teen to apply for Modern Woodmen's scholarship competition by Feb. 3. Your graduating senior could win up to $10,000! Eligibility rules apply. learnmore.scholarsapply.org/modernwoodmenscholarship.

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.

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. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

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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