David Lupo, Modern Woodmen of America

David Lupo, Modern Woodmen of America I work with individuals and families to help them plan for a secure financial future. We secure futures with financial guidance and products.

As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members and the Berks, Chester, Lancaster Counties 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.
• Crea

te 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. 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: (484) 507-6020
[email protected]
Visit my webpage! https://reps.modernwoodmen.org/dlupo

Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/

06/10/2024

Fun fact: The first fraternal benefit society in the U.S. was founded in 1868! This “fraternity” provided members with l...
06/06/2024

Fun fact: The first fraternal benefit society in the U.S. was founded in 1868! This “fraternity” provided members with life insurance protection for their dependents.

Just 15 years later, Joseph Cullen Root founded Modern Woodmen of America. To this day, we continue to protect families through life insurance and offer social and volunteer opportunities for members.

Are your financial plans still working for you? From growing families to new mortgages to job changes, life events and t...
06/05/2024

Are your financial plans still working for you?

From growing families to new mortgages to job changes, life events and the passage of time impact our financial needs and goals.

The mid-year point is the perfect time for a mid-year review. Give me a call – I'm here to help.

Our Birthday Book Club provides free books to children 16 and younger each year on their birthdays. In 2023, over 18,000...
05/31/2024

Our Birthday Book Club provides free books to children 16 and younger each year on their birthdays. In 2023, over 18,000 children received a free book.

Want to have your child join? Ask me how.

Term life insurance. Permanent life insurance. Which is right for you?Just like buying a house, converting your term lif...
05/29/2024

Term life insurance. Permanent life insurance. Which is right for you?

Just like buying a house, converting your term life insurance to permanent coverage has advantages and disadvantages. I'm here to help. Let's talk.

Term life insurance. Permanent life insurance. Which is right for you? Determining the right time to convert your term life insurance to permanent coverage is a little like deciding when to buy a house. There are advantages and disadvantages.

While you can't magically fix vision loss, you can take control of your eye health by implementing these simple habits i...
05/26/2024

While you can't magically fix vision loss, you can take control of your eye health by implementing these simple habits into your routine.

Practice these ten simple habits to help protect your vision for years to come.

Our Wild About Animals campaign is making an impact nationwide. In the first quarter, a total of 437 service activities ...
05/24/2024

Our Wild About Animals campaign is making an impact nationwide. In the first quarter, a total of 437 service activities were completed, with a total of $56,923 fraternal dollars spent to help animals in local communities.

Let’s keep the momentum going as we move into our next quarter -- helping local pets!

Talk with me to set up an annuity today!
05/23/2024

Talk with me to set up an annuity today!

Address

West Reading, PA
19611

Telephone

+14845076020

Website

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