Shawn Phelps | Modern Woodmen Financial Representative

Shawn Phelps

Shawn Phelps

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 Shawn Phelps
At work

At work

At work

Why I do what I do

Why I do what I do

I chose this career because it’s all about helping others. I help my members plan for a secure financial future.

I serve members in…

I primarily serve residents of northeast Mississippi, but I'm available throughout the state.

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

life insurance, annuities, mutual funds and variable annuities.

I enjoy working with…

Individuals, families, those approaching retirement, and small-business owners.

I attended…

Mississippi Gulf Coast and Northeast Mississippi Community Colleges.

I am very proud of…

having been an integral part of helping thousands of Mississippi families achieve their goals by supplying educational scholarships through nonprofit organizations.

Before Modern Woodmen, I…

I was the executive director of Mid America Development Foundation. I was also the executive director of Tri State Educational Foundation for 10 years.

I chose Modern Woodmen because…

I believe in the organization - not only for how it supports members to help them reach their financial goals, but also for the way it supports my community and allows me to give back.

The best part of my career is…

helping my members. This career gave me a super power so to speak, the super power of shrinking and expanding. This career gives me the tools to shrink their worry of protecting family and loved ones in their absence. And I help my clients expand their portfolios through affordable life insurance products and annuities for a solid financial future. I feel good knowing I help make a positive impact on their lives.

A favorite moment in my career was when…

each and every time I am able to positively impact the lives of those I serve becomes my new favorite moment in this career.

“I chose this career because it’s all about helping others. I help my members plan for a secure financial future.”
At home

At home

At home

My life outside of work

My family includes…

my son, Braxton, and my daughter, Makenzie.

In my free time, you can find me…

spending time with my kids or at the gym working out.

I’m passionate about…

my family, friends and helping others.

My greatest blessing is…

my family.

My personal motto is…

always remember the Golden Rule! Treat others how you would like to be treated.

My hidden talent is…

building hot rods.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

for 21 years.

What I like best about my community is…

the amazing people. No one is a stranger. People genuinely care and have love for one another.

I’m a member of…

East Booneville Baptist Church.

My favorite volunteer activities are…

hands-on activities where I can see the results of my hard work, anything where I can teach children, anything where I can bring my kids to teach them the importance of giving back, and working with those in need in my community.

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

Donating educational programs.

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Modern Woodmen membership is about relationships.

Modern Woodmen memberships is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Current insights

Current insights

This holiday season, reimagine what giving back can look like. Here are a few ways to make heartfelt community gestures. 1. Partner with a local animal shelter to host a “pet pantry” of donated pet food, treats and toys. 2. Organize a holiday story hour at a local library or school and read seasonal books aloud. 3. Set up a tree at a local business where community members can hang donated hats, gloves and scarves for those in need. 4. Provide moments of joy on everyday routes by leaving holiday cards or small treats for postal workers or delivery drivers. Modern Woodmen members, apply for a $200 Do-Good Grant®️ to try one of these ideas! https://www.modernwoodmen.org/do-good-grant/

We’ve been named to Forbes list of the world’s best life insurance companies for the third year in a row! I’m grateful to be a part of this organization and for my amazing members! Learn more: modernwoodmen.org/Forbes2025 #ModernSince1883 #PioneersForLife

Surprise your loved ones with an unforgettable travel experience this holiday season! Join fellow Modern Woodmen members for a discounted, hassle-free West Coast cruise, Feb. 27-March 4, 2026. Deposits are fully refundable until Dec. 19. Book today! https://na.eventscloud.com/CaboCruise/

Thanksgiving is about appreciating the people around you and being grateful for the things you have. Here are four ways you can help spread cheerful vibes to our community. 1. Deliver meals to seniors to bring holiday cheer. 2. Write thank-you notes for veterans, health-care workers or teachers. 3. Support a family in need by sponsoring a Thanksgiving meal. 4. Create care packages for homeless shelters or deployed troops. Members, did you know you can apply for a Do-Good Grant®️ to create one of these projects? Ask me how! https://www.modernwoodmen.org/do-good-grant/

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

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