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

Fraternal Programs | Modern Woodmen | Scholarships, Fraternal activities, Discounts

As a Modern Woodmen member, you have access to exclusive fraternal programs and benefits designed to support you, your family and your community. · Do-Good Grant®️ funding for volunteer projects. · Scholarships for graduating seniors and older students. · Resources to help you or a loved one share final wishes. · Member discounts and more! Make the most of your membership – explore all the ways we’re here for you.

Just like physical fitness, financial fitness takes commitment and consistency. · Build a solid budget. · Strengthen your savings. · Flex your debt management skills. · Power up your retirement planning. What’s your No. 1 financial fitness goal for the year? Drop it in the comments!

Do-Good Grant®️ | Modern Woodmen

As the new year begins, it’s the perfect time to declutter and make a difference. Donating gently used toys and clothes can bring joy and comfort to families in need. Modern Woodmen members can take it a step further with a Do-Good Grant®️. The $200 in seed money can help fund your volunteer project and make an impact in your community. Learn more about how you can do good:

New year, new goals. Start your retirement planning off strong. Let's meet and review your retirement accounts, revisit your long-term goals, and create a plan to stay on track all year. The steps you take now will shape the retirement you dream of.

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…

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Select a financial goal from the drop-down menu to find helpful tips and articles.

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