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

Does your high schooler know about our college scholarship competition? Our scholarship competition for high school seniors is exclusively for member students. Your child must be a Modern Woodmen member for at least one year as of Jan. 1 of the year the scholarship is awarded. Want to know if your child is eligible? Let's connect. https://www.modernwoodmen.org/my-membership/member-benefits/scholarships-high-school-seniors/

Is your teen going off to college this fall and feeling stressed about their finances? Share these five budgeting tips! 1. Set goals – Save for books, trips, and future expenses. 2. Track spending – Use apps or spreadsheets. 3. Budget smart – Try the 50/30/20 rule. 50% for needs, 30% for wants and 20% for savings. 4. Cut costs – Cook at home, split subscriptions with roommates. 5. Go for free – Attend campus events to save cash! I'm available to answer any questions!

As a business owner, you may sometimes feel adrift. But you're not alone. I can help! Let’s take time to look at employee benefits you could offer – like life insurance, retirement plans and more. These benefits can help attract and retain employees for your business!

Whether single or married, working on your career, raising a family, nearing retirement or already there, women make financial decisions every day. You want to feel confident you're on the right track and your loved ones will be protected when you're gone. My job is to help you understand your options and help make decisions for your future that fit your needs. Contact me today.

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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