Lee Moser

FICF

Lee Moser

FICF

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 Lee Moser
At work

At work

At work

Why I do what I do

Why I do what I do

I do what I do because I have a passion to help people in any manner, especially when it comes to helping people achieve their financial goals and dreams.

I serve members in…

Michigan, Indiana and Illinois.

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…

a variety of people. I love working with young families who are just starting their financial planning, those approaching retirement and small-business owners.

I attended…

Kellogg Community College and Aquinas College.

I am very proud of…

the fact that every day I get to sit down and help people protect their families or businesses with life insurance, and that I can help them plan for retirement.

Before Modern Woodmen, I…

graduated college with a teaching degree and was unable to find a teaching job. I was fortunate enough to have been given a job opportunity on a large crop farm, where I worked until I started my financial services practice with Modern Woodmen.

I chose Modern Woodmen because…

of our fraternalism. When I was about 12 or so, my now-regional-director, Rob Keorkunian, and his wife, Nicole, showed up at my mom's house with hats, coats and gloves for my sisters and I. That one simple act of kindness always stuck with me. When I had the opportunity to become a representative with Modern Woodmen, I knew this is an organization I wanted to be a part of.

The best part of my career is…

the relationships. I have the opportunity to build meaningful relationships with people every day.

A favorite moment in my career was when…

I delivered my first death claim. Once you have delivered a death claim to a family, you instantly gain an understanding of the power of life insurance and what it really does for families. That money that you bring to the family can't bring their loved one back, but it can pay a mortgage off, replace income, put the kids through college and create a legacy for the loved one who is no longer here.

“I serve members in Michigan, Indiana and Illinois.”
At home

At home

At home

My life outside of work

My family includes…

my mom, Julie, and my dad, Dan. I have two sisters, Danielle and Ashley, and a brother-in-law, Chris. I also have a beautiful wife, Heather, and our son, Mack!

In my free time, you can find me…

possibly at the golf course, hunting, at sporting event or out in the yard working.

I’m passionate about…

the group of close friends I have. I am very fortunate to have a close group of friends that Heather and I spend a lot of time with.

My greatest blessing is…

my family. I am fortunate to have a mom who showed me compassion is an important part of life and a father who showed me what work ethic was about.

My personal motto is…

"Dream bigger!"

Community impact

In the community

In the community

My local community impact

I have lived in my community…

my entire life!

What I like best about my community is…

the amazing people.

I’m a member of…

the Decatur Chamber of Commerce, Decatur Downtown Development Authority, Three Rivers Downtown Development Authority, NAIFA, NAIFIC and Pheasants Forever.

My favorite volunteer activities are…

any that allow me to work with kids and my community!

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…

when we raised more than $7,000 to provide a memorial sign for a mother and daughter at our school and a brand new welcome sign for our town.

Featured story

Featured story

Featured Story Image

Giving back to local veterans!

Helping local veterans is important to me. I wanted to involve my local chapter, while personally involving a veteran. Together my high school friend, Matt, a former sniper in the Marines, and I create a golf outing. Now, in its third year, we have raised over $25,000 for veterans and their families. When we learned that roughly 25% of those assisted through Feeding America are veterans and their families, we decided to earmark the funds raised to help those military families in need. Modern Woodmen matching funds has enabled us to further increase our impact. With the success of the golf outing, Matt also decided to create a Section Collection. It's held every year to collect food, clothing, and toiletries for local military families. Last year his event collected an entire semi-truck of donations, which were delivered to our local vets, many in Decatur, Michigan, as well as to the Silver Start apartments which houses veterans.

Current insights

Current insights

Our Wild About Animals campaign is making an impact nationwide. In the first quarter, a total of 437 service activities were completed, with a total of $56,923 fraternal dollars spent to help animals in local communities. Let’s keep the momentum going as we move into our next quarter -- helping local pets!

They say you can't put a price on a good education – but those saddled with student loans may disagree. I can help you more effectively manage and pay off your debt. Let's talk. https://www.modernwoodmen.org/financial-planning/savings/tips-for-tackling-student-loans/

Retired and looking for ways to spend your day? As a Modern Woodmen member, you have access to exciting events and volunteer opportunities through your chapter! Come meet some great people at our next event. Contact me to learn more.

Retirement planning and distribution is confusing – but I can help you make sense of it. Let's talk.

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.

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