Jennifer Roberts | Modern Woodmen Financial Representative

Jennifer Roberts

Jennifer Roberts

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 Jennifer Roberts
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…

Texas, specifically around Parker and Wise counties and the Dallas-Forth Worth area.

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

life insurance and annuities.

Before Modern Woodmen, I…

worked for a local insurance agency. I was the office manager and a licensed insurance agent specializing in auto, home and commercial insurance.

I chose Modern Woodmen because…

I believe in the culture and foundation that Modern Woodmen represents. Not only do we have the opportunity to help our clients through financial services, but we also have the opportunity to give back to the communities we operate in every day. Each year, Modern Woodmen puts nearly $20 million back into communities we serve.

The best part of my career is…

helping my community by making sure my members are protected from life's uncertainties and have a financial plan in place for the future.

“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

In my free time, you can find me…

at sporting events with my kids.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

my entire life.

Current insights

Current insights

Thanksgiving is about appreciating the people around you and being grateful for the things you have. Here are four ways you can help spread cheerful vibes to our community. 1. Deliver meals to seniors to bring holiday cheer. 2. Write thank-you notes for veterans, health-care workers or teachers. 3. Support a family in need by sponsoring a Thanksgiving meal. 4. Create care packages for homeless shelters or deployed troops. Members, did you know you can apply for a Do-Good Grant®️ to create one of these projects? Ask me how! https://www.modernwoodmen.org/do-good-grant/

Small-business owners – this season, give yourself the gift of financial peace of mind. As the holidays ramp up, so do demands on your business. Now’s the perfect time to think beyond seasonal sales and focus on long-term protection and planning. Modern Woodmen offers tools to help you: · Prepare for unexpected events (like the loss of a key employee). · Set up buy-sell agreements to protect your legacy. · Offer meaningful employee benefits without complex plans. · Understand your business’ true value for future growth. Learn more about how Modern Woodmen can assist and contact me with any questions! https://www.modernwoodmen.org/financial-planning/business-planning/

Stand among heroes. Honor their legacy. Be part of something bigger. Join fellow Modern Woodmen members on Dec. 13 for National Wreaths Across America Day. You and your guests will place live balsam wreaths on veteran's headstones – a heartfelt gesture of remembrance and gratitude. wreathsacrossamerica.org/ModernWoodmen

The holidays are magical, but they don’t have to be expensive. Here are four quick tips to help you celebrate without breaking the bank. 1. Set a budget to stick to. 2. Make a gift list and prioritize. 3. Shop early to avoid last-minute splurges. 4. Go with DIY gifts and decorations to add a personal (and affordable) touch. Looking for more tips? Let's discuss.

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.

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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