Patrice McCann-Koerselman

FICF, RICP®, ChFC®, CLU®

Patrice McCann-Koerselman

FICF, RICP®, ChFC®, CLU®

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 Patrice McCann-Koerselman
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 can help you plan for life using a variety of tools, including…

life insurance, annuities, mutual funds and variable annuities.

I attended…

University of Minnesota-Crookston.

I am very proud of…

being a member of the Million Dollar Round Table and earning Modern Woodmen's President's Club and President's Cabinet status.

Before Modern Woodmen, I…

sold furniture for three and a half years.

The best part of my career is…

being able to help my members achieve their goals and protect their families.

A favorite moment in my career was when…

I realized the importance of life insurance by delivering a death claim during my first year and seeing how the money could help the survivors. It was a young family, and the husband died in his 30s of a massive heart attack while in the shower.

“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 husband, John, my daughter, Jessica, and my son, Andrew.

In my free time, you can find me…

going for bike rides and attending my children's school activities and sporting events.

I’m passionate about…

my family and friends.

My greatest blessing is…

my family.

My personal motto is…

always remember the Golden Rule! Treat others how you would like to be treated. (Also, many hands make light work.)

Community impact

In the community

In the community

My local community impact

I have lived in my community…

for over 20 years.

What I like best about my community is…

I love the friendliness of our community and how everyone helps one another.

My favorite volunteer activities are…

when I can bring my kids to a Matching Fund or youth service club activity and teach them the importance of giving back.

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 our Matching Funds Program helped pay for the sign at the elementary school in Horace.

Current insights

Current insights

Life Insurance: It’s Not Morbid, It’s Mindful

Life insurance for kids: It's not morbid, it's mindful. As a parent, life insurance may not be the most fun present you'll ever give your kids. But it's a building block that may benefit them longer than those stray Lego bricks you step on in the middle of the night. Let's talk.

Apply for a Do-Good Grant®️. You could receive $200 to donate dog food, toys and treats!

Make An Impact®️ Scholarships 2024 winners

Each year, 198 young Modern Woodmen members are rewarded for their dedication to the community in our Make An Impact®️ Scholarships competition. Hear from some recent winners, then contact me to learn more. https://www.youtube.com/watch?v=VRyqsmdqiqQ&feature=youtu.be

Ever think about what might happen if you're laid off or unable to work? Or what about those unexpected costs (like car and home repairs) that can derail your budget? I'm here to help you with all aspects of budgeting and saving, including your emergency fund. 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.

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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