Jon Dannecker | Modern Woodmen Financial Representative

Jon Dannecker

FICF, LUTCF, FSCP®, ChFC®, CFP®

Jon Dannecker

FICF, LUTCF, FSCP®, ChFC®, CFP®

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 Jon Dannecker
At work

At work

At work

Why I do what I do

Why I do what I do

I feel truly blessed to make a living by helping others and the communities around me. Every day, I work with people to overcome financial challenges and build a more secure future. I also support my community through our fraternal programs and activities, making my work deeply rewarding!

I serve members in…

southeastern Wisconsin. I also serve members throughout the state and in other parts of the country!

I enjoy working with…

families, business owners, nurses and individuals preparing for or already in retirement. I also love helping with employee benefits.

I attended…

Martin Luther College in New Ulm, Minnesota (the most German city in America). I also earned a Certified Financial Planner certification from Waukesha County Technical College.

I am very proud of…

helping members build strategic financial plans that protect their current needs while setting them up for the future!

The best part of my career is…

helping families on their financial journey and volunteering in the community!

A favorite moment in my career was when…

I obtained my CFP designation.

Also…

I am a huge fan of the Milwaukee Bucks! You’ll find me at most games.

“My personal motto is just be honest and open.”
At home

At home

At home

My life outside of work

My personal motto is…

Be honest and open. Honesty is the best policy!

My hidden talent is…

I am an oil painter, and I've had several pieces of art sold around town.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

almost all of my life!

I’m a member of…

St. Paul's Lutheran Church in Cudahy, the Optimist Club, NAIFA SE Wisconsin and NAFIC.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

enjoying social and educational opportunities with my local Modern Woodmen chapter!

My favorite memory from a fraternal event is…

raising $10,000 for Levi, a local child who needed a wheelchair lift!

Current insights

Current insights

Every client will start in a different place in their life. And that’s why I LOVE working with everyone! No case is ever the same. In my business, most of my clients come to me through three ways: 📌 Referral 📌 Event booths 📌 Walk ins Each area requires a completely different approach. Referrals come in with trust already built. My job isn’t to convince them to work with me. It’s to confirm that they were making the right choice with me. Walk ins are completely different. Most don’t plan to stop in. They see the sign and it reminds them of what they’ve been meaning to do. Most are curious and still trying to figure out what they need. I listen to them. Understand their problems. Show them how I can help. With event booths, you have seconds to make an impression. Show what you do, who you service, and how you can help. In all three of these areas, I get to help clients on their financial journey. And that’s the best part! It doesn’t matter your age or income level. You deserve a financial plan that works with YOU! Let’s chat today. ------------------- Hi, I'm Jon Dannecker! For over 15 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #FinancialPlanning #Finance

You don’t "need" life insurance. You read that correctly. No one technically "needs" life insurance.... Your family could cover the funeral expenses. They can figure out the bills. They can figure it out on their own. The truth is… Life insurance isn’t for you. It’s for the ones you love. It allows your family to grieve without a financial burden. It allows them to give you a proper burial. It helps them pay the bills. Life insurance helps your family long after you are gone. Yes, you don’t technically “need” it. But it sure is a great safety net for your loved ones. No tomorrow is promised. Your family deserves to be protected. --------------------- Hi, I'm Jon Dannecker! For over 15 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #FinancialPlanning #LifeInsurance #Protection

The fastest way to lose a client isn’t bad advice. It’s pretending you know something you don’t. With 15 years in this business, I’m still learning and growing every day. When I’m unsure of how to answer a question… I’m honest with my clients. I tell them, “Let me get back to you on this.” Because they deserve to get the right information. They deserve a financial rep who is honest and up front. If you don’t know the answer, don’t make one up... Trust takes years to build and seconds to break. Being honest, not only builds trust with your clients. It gives you a chance to learn something new! The financial industry is always growing and expanding. As financial reps, we need to be adaptable and learn. Nothing will ever stay the same. A piece of advice to new reps in the industry… Always stay curious and remember it’s ok not to have all the answers. Trust me on this. -------------------- Hi, I'm Jon Dannecker! For over 15 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #BusinessOwner #GrowthMindset #FutureofWork

As your official insurance nerd, I’d like to remind you all to protect those you love! We don’t know what the future holds. ❤️ Want to chat more about your options? (414) 677-7766

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 and advisory services offered through MWA Financial Services Inc., a Registered Investment Adviser and 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 or offer all products or services. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

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