Jonathan Dunn
Jonathan Dunn
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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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.
This season, consider giving something truly priceless: peace of mind. Life insurance isn’t just a policy. It’s a promise to protect the people you love most. Whether it’s securing your children’s future, covering unexpected expenses or simply showing you care, life insurance is a gift that keeps giving. Let's meet to discuss your options.
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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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