Laurie Beltran

FIC

Laurie Beltran

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 Laurie Beltran
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 California, including my hometown of San Diego.

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…

business owners, entrepreneurs and those approaching retirement who need options. I will help you create your own personal plan with your goals and dreams in mind, then show you how to execute your plan so you can achieve a happy retirement that most only dream about!

I attended…

Occidental College in Los Angeles, California.

I am very proud of…

my professional accomplishments: a 2015 nominee for Women of Influence of San Diego and founder of Connections Business Networking and Money Mindset Makeover. I have also qualified for four sales conference trips in my five years with Modern Woodmen. My greatest accomplishment so far is being a mentor to women who want more in life and in business. It's not where you're from that makes you who you are, it's what have you accomplished with what you were given!

Before Modern Woodmen, I…

worked as a tax accountant in the petroleum industry for over 22 years. I also have experience in human resources and payroll activities.

I chose Modern Woodmen because…

this organization truly cares about people! I love how it supports many communities through its charitable contributions. I can say I'm proud to be a Modern Woodmen representative.

The best part of my career is…

listening to the many stories my clients tell me about their lives, finding out who they are and how bright they shine. I feel amazing when I walk away knowing I just protected another family from not being covered with life insurance. We also go over different plans for retirement. I feel great knowing I helped make a positive impact on their lives.

A favorite moment in my career was when…

I insured my best friend of over 30 years. She was an avid horsewomen and trainer, and she always worked for herself. She'd never really thought about life insurance but trusted my advice. (I'm so happy she did.) About four years later, she was diagnosed with multiple sclerosis. She is now uninsurable, but because she did the right thing, her family is protected. This still brings tears to my eyes.

Also…

being a financial rep with Modern Woodmen allows me to do what I love -- and this work never feels like work! What more could one want in a career?

“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 fiancé, Jesse, two sons, Michael and Ira, five horses and an Australian cattle dog.

In my free time, you can find me…

cleaning out horse stalls and hanging out with my fur baby, Curly. I'm also committed to showing women in business how to build a giving community of women!

I’m passionate about…

my family and friends -- and I LOVE horses, horse art and more horses!

My greatest blessing is…

creating a legacy for my children after not having anyone to mentor me or show me how to be productive. I have surpassed all my expectations! I'm truly blessed by my community and clients.

My personal motto is…

give a man a fish and you feed him for a day; teach a man to fish and you feed him for a lifetime.

My hidden talent is…

I'm a wildlife artist, an avid horsewomen and an experienced Pilipino Stick Fighter (Arnis).

Also…

I love endurance riding.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

for the past 18 years.

What I like best about my community is…

no one is a stranger, and our community is about sharing and helping each other out in times of need. We also come together to support common goals -- like a Hometown Hero event or cleaning up our community center.

I’m a member of…

Kiwanis, Spanish Village Art Colony and CLEEF, and I volunteer at The Lemon Zest Garlic Fest San Diego.

My favorite volunteer activities are…

hands-on in the community -- anywhere and in anything that I can contribute to helping others, from cleaning up or planting a tree to beautify the environment to teaching young children about giving back. We have a pay-it-forward attitude in all we do.

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.

My favorite memory from a fraternal event is…

a January 2015 event where Modern Woodmen helped raise $25,000 to help a 28-years-young woman who had cancer. We held a golf tournament and had tons of gifts to bid on, along with a fantastic dinner. Three weeks later, she passed away. She was able to see everyone come together for her at that event! It was empowering to see all of these people -- some family, some strangers -- come together to support and pray for her health.

Current insights

Current insights

Motivational Monday.

How to Plan a Road Trip for Budget Travelers (+Tips for Planning Itinerary and Budgeting) - Roads and Destinations

Summer's in full swing, but it's never too late to start planning next year's road trip. Grab your map, pick a destination, and plan the perfect road trip for your family with these tips!

Attention: Moden Woodmen Members. Join us on a Guide into Social Security Benefits on ZOOM. When-February 23, 2024. At 1:00pm -Click on Link. -https://modernwoodmen.zoom.us/j/85640853170?pwd=yZFmrOf2DHuU9wJxvNo1pQgtcuUmjA.1

The 11 Most Dog-Friendly Beaches in the U.S.

Thinking about bringing your furry friend on vacation? Here are some paw-some beaches!

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.
Insurance Lic : CA 0D22485

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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