Terry van Winkle

Financial Representative @Modern Woodmen of America

Norman, OK, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2018 — Present

Financial Representative @Modern Woodmen of America

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Norman, OK, US

I help individuals, businesses, and families plan for a secure financial future. I am fortunate to offer financial security with fraternal benefit and am proud to be part of an organization that is for our members. I believe in helping others, building relationships and making a difference in the local community.

SKILLS

Investment StrategiesSeries 63Long Term Care InsuranceFinancial Planning401kInsuranceFinancial AnalysisInvestmentsDisability InsuranceRetirement PlanningEstate PlanningTerm Life InsuranceRetirementStrategic Financial PlanningFixed AnnuitiesIrasMutual FundsLife InsuranceFinanceLong-Term Care

ABOUT TERRY VAN WINKLE

As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members in Oklahoma and surrounding states plan for a secure financial future. Working together, I can help you develop a personal financial strategy, unique to your needs and goals. My role is to help you: • Define your goals and objectives. • Assess your current financial situation. • Create an affordable plan that will grow with you in the future. • Help you get started and then review and adjust your plan over time. Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. As a fraternal, our members enjoy social, educational, and volunteer activities as well as special member benefits. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures. Feel free to contact me at: B:(405) T••••••••@mwarep.org Visit my webpage! https://reps.modernwoodmen.org/tvanwinkle/ Learn more about how we operate on social media at

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Terry van Winkle — Financial Representative at Modern Woodmen of America in Norman, OK, US | Unifers