Jon Dannecker | Modern Woodmen Financial Representative

Jon Dannecker

FICF, LUTCF, FSCP®, ChFC®, CFP®

Jon Dannecker

FICF, LUTCF, FSCP®, ChFC®, CFP®

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 Jon Dannecker
At work

At work

At work

Why I do what I do

Why I do what I do

I feel truly blessed to make a living by helping others and the communities around me. Every day, I work with people to overcome financial challenges and build a more secure future. I also support my community through our fraternal programs and activities, making my work deeply rewarding!

I serve members in…

southeastern Wisconsin. I also serve members throughout the state and in other parts of the country!

I enjoy working with…

families, business owners, nurses and individuals preparing for or already in retirement. I also love helping with employee benefits.

I attended…

Martin Luther College in New Ulm, Minnesota (the most German city in America). I also earned a Certified Financial Planner certification from Waukesha County Technical College.

I am very proud of…

helping members build strategic financial plans that protect their current needs while setting them up for the future!

The best part of my career is…

helping families on their financial journey and volunteering in the community!

A favorite moment in my career was when…

I obtained my CFP designation.

Also…

I am a huge fan of the Milwaukee Bucks! You’ll find me at most games.

“My personal motto is just be honest and open.”
At home

At home

At home

My life outside of work

My personal motto is…

Be honest and open. Honesty is the best policy!

My hidden talent is…

I am an oil painter, and I've had several pieces of art sold around town.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

almost all of my life!

I’m a member of…

St. Paul's Lutheran Church in Cudahy, the Optimist Club, NAIFA SE Wisconsin and NAFIC.

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

enjoying social and educational opportunities with my local Modern Woodmen chapter!

My favorite memory from a fraternal event is…

raising $10,000 for Levi, a local child who needed a wheelchair lift!

Current insights

Current insights

All this extra stress could have been avoided with one small change... A few years back, I had a client pass away. After reviewing the beneficiaries, I informed the loved one that the beneficiary needed to call in. “Am not the beneficiary?” “Our family just assumed it was me.” With this, the family had to go searching through paperwork to find who the beneficiary was. This conversation is more common than you think. Don’t make your family go searching for important documents. Especially while they are grieving. It's SO important to tell your family who your beneficiaries are. Also, review and update them regularly to ensure they reflect your current wishes! We never know when our time will come. Having open conversations with your family can ease the stress. 📌 Do you remember the last time you looked at your beneficiaries? -------------------- Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #PersonalFinance #LinkedIn #Finances #FinancialPlanning

Who's ready to hit the ice and cheer on the Milwaukee Admirals??🏒💙 Enter our Admirals Giveaway for TWO tickets! (Two Winners) 🏒 Share this post 🏒Tag a friend who you'd take with you! Winners Announced: 11/17

Secure your life for your loved ones! 🫶🏻🫶🏻 Want to learn more? Let's chat today? 😊 📞(414)-677-7766

With over 14 years of experience in the finance industry, I’m still learning something new every day. And I LOVE it! The difference between being a financial rep now vs 14 years ago is light and day. Here are a few changes that would BLOW my mind 14 years ago: 📌 Digital signing: You can just have your client sign for an application via email! (WHATTTT???) 📌 Zoom appointments: When clients move away, you can still do face-to-face appointments. No more phone calls! 📌 Frequent LinkedIn posting: When first starting out, never would have realized how GREAT LinkedIn is to network and prospect on. (Not connected?? Let's connect!!) It’s SO important to adapt within our industries. If not, you'll be left behind. Take Boston Store for example: It was the go-to store for clothing items for lots of families in the 80s-2000s However, as the industry adapted to fit the new market.. Boston Store didn't innovate with them... which was one of the reasons for their closeures. Being able to learn something new every day is a blessing that I cherish. (And sometimes hate LOL.. Computers can be difficult sometimes!) 📌 What change in your industry would BLOW your younger self?? ------------------- Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #Business #Sales #Finance #GrowthMindset #Learning

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.

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

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