Laurie Beltran -FIC, Modern Woodmen Of America

06/01/2026

16 years have passed since I've been with Modern Woodmen today… and what a journey it’s been.

I’ve been blessed to work with incredible people and trusted with a front‑row seat to so many life stories.💥

I’ve helped families chase their financial dreams, built income streams for retirement, celebrated life insurance approvals, and walked with families through some of their hardest days and the financial realities that follow.

This career isn’t always easy long days, pressure, tough conversations but the impact makes every bit of it worth it.

Getting to play even a small role in someone’s story… that’s the real return on investment.💥💥💥

And honestly, life is a lot like a chess game — who you have in your corner matters.

My wish is that we continue to make a great team through every move in your financial planning journey.

Grateful for every conversation, every client, and every opportunity to serve.
Here’s to protecting what matters and planning for what’s next.

Serving up sweet plans for your financial future since 2010.

11/08/2024

As women, we often carry the weight of multiple roles—nurturers, professionals, and caregivers. In each of these roles, the desire to protect and provide for our families is at the forefront.

Life insurance is a vital tool in fulfilling that desire. It’s a way to continue caring for our families, ensuring they have the financial resources to thrive, even if we’re not there to guide them. By securing life insurance, we’re not just investing in a policy; we’re investing in the future of those who matter most, our families.

https://calendly.com/laurie-beltran/60-minute-appointment

11/06/2024

Start this Monday with a mindset ready to achieve.

Each week brings new opportunities, and today is your chance to set the tone. Whether you’re tackling small goals or working toward something bigger, remember that consistency is key.

Embrace the challenges, stay focused, and make this week count!

11/04/2024

Motivational Monday.

11/02/2024

You get into your car, check your mirrors, and fasten your seatbelt. You make sure your baby is safely and snugly secured in their car seat—double-checking because you’re carrying precious cargo.

When was the last time you checked on your life insurance? Or reviewed your portfolio? Remember, You're precious cargo too!

Life goes by in a flash. Take an hour to focus on yourself, review your life insurance and portfolio, and ensure you’re well taken care of.
Let’s make that time for you!
https://calendly.com/laurie-beltran/60-minute-appointment

11/01/2024

10/30/2024

Don't let retirement planning give you a fright! I can help make it a real treat. 🍬

Let's plan to make it spook-tacular!

10/15/2024

The names have been changed to "protect" their identity. 😦😦😦😂😂

Once upon a time in a little town nestled between mountains, there lived a cheerful monkey named Zippy. Zippy had a passion for adventure, especially ziplining. Every day, she’d zip from tree to tree, feeling the wind rush through her fur, her heart racing with excitement.

One bright morning, Zippy decided to try the tallest and longest zipline in the forest. It stretched from the highest oak tree all the way down to a sparkling river. The thrill of it made her tail twitch with anticipation.

As she prepared for her big adventure, Zippy’s best friend, Bella the bunny, hopped over with a worried look. "Zippy, are you sure you want to go on that zipline? It’s really high, and what if something goes wrong?"

Zippy, always the optimist, laughed. "Don’t worry, Bella! I’ve done this a thousand times. I’m a pro!"

But Bella wasn’t convinced. “You’re super brave, Zippy, but even pros can have accidents. What if the line breaks or you miss a branch? You’ve got to be careful! Maybe you should think about having some life insurance, just in case.”

Zippy paused, her ears twitching thoughtfully. She’d never thought about it that way before. “Life insurance? What’s that?”

“It’s like a safety net,” Bella explained. “If something happens, it helps take care of you and the ones you love. It’s a way to make sure your adventures are always fun, not scary!”

Zippy nodded, realizing Bella had a point. “I want to keep having fun, but I also want to be responsible. Maybe life insurance isn’t such a bad idea.”

So, before taking on the big zipline, Zippy visited a wise old owl named Laurie, who helped her get life insurance. With that taken care of, Zippy felt a newfound confidence. She climbed up to the top of the oak tree, hooked onto the zipline, and with a big push, she soared through the sky, the wind singing in her ears.

When she reached the bottom safely, Bella was there, cheering. “That was amazing, Zippy! And now, you can keep adventuring with peace of mind!”

From that day on, Zippy continued her ziplining adventures, knowing she was prepared for anything. And whenever a new friend joined her, she’d share her story to everyone she knew about the day she learned that being adventurous and responsible could go hand in hand.

Book an appointment with the wise owl.
https://calendly.com/laurie-beltran/60-minute-appointment

appointment

10/14/2024

Funny Monday...All in Fun!!