Meet Jason Keller
Jason is the Managing Partner for Modern Woodmen of America serving central North Carolina since 2013. Born and raised in North Carolina, Jason earned his bachelor’s degree in education and a masters in leadership. He spent a number of years as an educator and later as a principal. He transitioned into consulting which ultimately led him to Modern Woodmen of America. “Making a difference and making an impact on people’s futures, allowing them to experience a better quality of life drew me to Modern Woodmen,” said Jason. “I still enjoy educating, and I see my work with clients building retirement budgets and plans as an extension of my educational background.” Jason and his team of 14 associates scattered strategically throughout central North Carolina work with their member clients to develop workable financial plans to achieve the goals for each unique situation. Whether planning for college and those associated expenses or for a financially secure retirement, Modern Woodmen of America is ready to help you reach your goals.
What does a fraternal benefit mean for clients?
In the past year, Modern Woodmen of America with its more than 750,000 members contributed approximately 20 million dollars to communities all across the country supporting volunteer programs and grants to enhance lives. “At the regional level for central North Carolina, our office gave back more than $430,000 in fraternal benefits in 2017,” said Jason. “This giveback included matching funds for local charities, supplemental curriculum for schools and youth organizations, college scholarships, service projects, educational events and social events.”
Examples of typical member benefits include:
- Life Line Screening® at a discounted rate for members over the age of 50
- Make an Impact Scholarship opportunities
- National Park passes for members over age 62
- Anytime Fitness® discounts
More member benefit programs are listed on the company website (modernwoodmen.org). You may want to select those of interest for discussion during your initial meeting with Jason or one of his associates.
History Shaped Modern Woodmen of America.
Modern Woodmen of America was founded in 1883, and yes, “modern” has always been part of the company name. The founder, Joseph Cullen Root, wanted to develop a business model that benefited people in their everyday lives, helped to build homes and provided secure futures for generations to come. He viewed the trailblazers, the “woodmen,” who worked cutting lumber for buildings and homes and creating roads and trails for settlers to follow, as the model for his visionary approach to financial stability.
Modern Woodmen of America is the third largest fraternal financial institution in the country. It is a member-owned and member-operated association. As such, Modern Woodmen provides financial services for member families in three distinctive ways:
- Financial services (insurance options such as life, disability* or long-term care*), investment opportunities, college and retirement planning;
- Quality family life through their fraternal benefits; and,
- Community impact via community and volunteer endeavors supporting members where they work, live and play.
Contact Jason at 336.403.0943 or via e-mail (Jason.firstname.lastname@example.org) to schedule your appointment or answer any questions. Jason has offices in Winston-Salem (8011 North Point Boulevard, Suite 203) and Clemmons at the Historic Broyhill (3540 Clemmons Road). Select the one most convenient for you to visit, or schedule a home visit if you prefer. Jason has served five years on the Board of the Lewisville-Clemmons Chamber of Commerce and is also a member of the Winston-Salem Chamber of Commerce. Visit the company website (modernwoodmen.org) for more details. You can also follow Jason on Facebook. Give Jason a call to start down your own Modern Woodmen of America path toward achieving your personal financial goals.
- Coverage is underwritten and issued by independent third-party carriers and brokered through MWAGIA, Inc., a subsidiary of Modern Woodmen of America.
Securities offered through MWA Financial Services, Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC.
Individual agents may not be licensed to sell all products.