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

When was the last time you reviewed your beneficiary information? As the seasons shift, it’s the perfect time to reflect on life’s changes. Whether it’s a new addition to the family, a change in relationship or simply time for a refresh, it's important to update your information so it matches your current wishes. Need help reviewing? Schedule a meeting with me today.

Looking for ways to help people this fall? Here are five ideas. 1. Rake leaves or do yard work for someone who needs assistance. 2. Organize a fall clothing drive at work or school. 3. Knit or crochet scarves for those in need. 4. Host a canned food drive for Thanksgiving. 5. Decorate a community space with fall-themed cheer. Members, you can organize one of these projects with a Do-Good Grant®️. Apply today! https://www.modernwoodmen.org/my-membership/member-benefits/do-good-grant/

As 2025 nears its end, it's time to start preparing your finances for 2026. Here are some simple steps to complete to get your finances in order for the new year. · Review your beneficiaries (still accurate?). · Have financial conversations with loved ones. · Plan for taxes. · Review your insurance coverage. · Create a budget. Schedule a meeting with me to review all these and more!

Finance 101: Life insurance for kids | Modern Woodmen

https://www.modernwoodmen.org/financial-planning/protection/finance-101-life-insurance-for-kids/?utm_source=hearsay_site&utm_medium=847585&utm_campaign=1686059

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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