Kobi, a Modern Woodmen member from Ormond Beach, Florida, is an attorney who practices elder law at her own firm. Her husband, Elis, teaches English to Spanish-speaking elementary school students. With two young kids, the family is always on the go.
Before they met Modern Woodmen representative Gerry Corrigan in 2010, Kobi and Elis didn’t have a financial plan. Since that time, Gerry has helped them address a variety of financial needs, with the help of a variety of products – life insurance, Roth IRAs, mutual funds and college savings plans. When Kobi bought her law firm, Gerry also helped set up retirement plans for the company.
“Everything we have is with Modern Woodmen,” says Kobi. “Gerry has been instrumental in helping us figure out what we need and can afford.”
Kobi likes the fraternal “giving back” side of Modern Woodmen too. Her family has access to a variety of member benefits, from chapter activities to college scholarship opportunities. Her daughters love the birthday books they receive each year through the 100 Percent Modern Woodmen Family Benefit.
“It’s a nice gesture,” Kobi says. “You just don’t expect financial companies to go that far, to care that much.”
Hear more from Kobi above.
You just don’t expect financial companies to go that far, to care that much.
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A 401(k) plan is an employer-sponsored retirement plan that offers several income tax benefits for those looking to save for retirement.401(k) plans
Members can apply to receive a $100 prepaid VISA® card to purchase supplies for a hands-on service project in their community, plus an in-depth project guide, T-shirts and more to help them organize a successful event. Modern Woodmen will give away up to 500 Do-Good Grants per year on a first-come, first-served basis.Learn more