Sara Karweick

FIC, LUTCF, FSCP®

Sara Karweick

FIC, LUTCF, FSCP®

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 Sara Karweick
At work

At work

At work

Why I do what I do

Why I do what I do

I’m passionate about helping my members determine their financial goals. We work together to create a plan based on their unique needs.

I serve members in…

all of Wisconsin, but I am located in Dodge County.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, stocks, bonds, ETFs, mutual funds and variable annuities.

I enjoy working with…

anyone who wants to build a secure, financial future, including families, preretirees and retirees!

I attended…

Drake University in Des Moines, Iowa.

I am very proud of…

becoming a leader in the community and building a successful business.

Before Modern Woodmen, I…

worked in the property and casualty world and was a teacher.

I chose Modern Woodmen because…

I truly enjoy helping people. Also, Modern Woodmen's fraternal mission and benefits are exceptional. This organization treats staff and representatives with the utmost respect, and we have a top-notch benefit and compensation plan.

The best part of my career is…

not feeling like I really go to work. I get to go talk to people every day and help them through their goals. I wake up every morning excited to start each day.

A favorite moment in my career was when…

client relationships became true friendships.

“My personal motto is LAUGH and LAUGH A LOT!”
At home

At home

At home

My life outside of work

My family includes…

my husband, Jeff; son, Kole; and five four-legged critters.

In my free time, you can find me…

working out, camping, enjoying the sunshine or shopping.

I’m passionate about…

making sure I can do something nice for someone every day.

My greatest blessing is…

family, health, colleagues and close friends.

My personal motto is…

LAUGH and LAUGH A LOT!

My hidden talent is…

I am a great bowler, with about a 187 average right now.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

for about 10 years, but I currently live about a half hour away.

What I like best about my community is…

that it is small. Everyone knows everyone and takes care of each other.

I’m a member of…

NAIFA, NAFIC, Relay for Life of Fond du Lac, Main St. Mayville and Mayville Area Chamber of Commerce.

My favorite volunteer activities are…

when I can surprise someone with good news or resources!

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…

having an older couple come to a "Bowling with Santa" event and sitting on his lap!

Also…

I am passionate about what I do and enjoy every minute of it!

Current insights

Current insights

PerkSpot Discount Program | Modern Woodmen

As a Modern Woodmen member, you have access to deals to help you save on vacations, meals and more. Sign up today!

A: A legal document giving someone authority to make decisions for you if you become incapacitated. Financial powers of attorney make financial decisions and manage your assets. Health care powers of attorney make decisions for your health care and treatment.

What about you? Do you have enough life insurance? Would your family be well taken care of if they lost you tomorrow? As always, I'm here to help you review your financial needs. Let's talk.

#MotivationMonday

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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