Mitchell Efird

FIC
Photograph of Mitchell Efird

Mitchell Efird

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 Mitchell Efird
At work

At work

At work

Why I do what I do

Why I do what I do

I am so blessed to be able to make a living by helping others as well as 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 be able to do what I do.

I serve members in…

all over the East Coast states, but I reside in Charlotte/Lake Norman and serve many members in the surrounding areas.

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

life insurance, annuities, mutual funds and variable annuities.

I enjoy working with…

families, those approaching retirement, small-business owners, young professionals, self-employed individuals and entrepreneurs who have a desire to pursue and achieve financial security and protection for themselves and their families, both early on and through their retirement.

I attended…

Liberty University and the University of North Carolina Charlotte.

I am very proud of…

the teams that support our agents and our members, and being able to make a career out of helping others.

Before Modern Woodmen, I…

acquired two degrees in university and managed a nutrition store.

I chose Modern Woodmen because…

I believe in the organization, not only for how it supports members to help them reach their financial goals, but also for the way it supports my community and allows me to give back. My family has been involved with Modern Woodmen for over 20 years, and I've had the opportunity to personally experience how much help our work does for people saving, investing, planning for retirement and protecting their families.

The best part of my career is…

helping my members. Whether it's planning for a quality retirement or protecting their families with life insurance, I feel good knowing I helped make a positive impact on their lives and continuing to help in any way that I can.

“I am so blessed to be able to make a living by helping others as well as 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 be able to do what I do.”
At home

At home

At home

My life outside of work

My family includes…

my wife, Drue, and my daughter, Brentley.

In my free time, you can find me…

spending time with my family or friends, or learning something new.

I’m passionate about…

my family and friends, and being involved with communities.

My greatest blessing is…

my family and my health.

My personal motto is…

Treat others how you would like to be treated. I know it sounds cliché, but the Golden Rule and mutual respect for one another plays a huge part in my belief system, how I carry myself and how I interact with others.

Community impact

In the community

In the community

My local community impact

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.

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.

Cookie Settings