Viking Magazine - June 2019 - 11

Sons of Norway, 1455 West Lake Street, Minneapolis, MN, offers financial products, but not all products are
available in all states. Products issued by Sons of Norway are available to applicants who meet membership,
insurability and residency requirements.
Maximize
Your
Meeting
her husband sold their home last spring
to move into a co-op apartment and
wanted to reinvest some of the profit,
they felt confident trusting their FBC to
handle their money again.
" If you go out into the financial
world, who do you talk to? Do you
talk to someone in their office in a strip
mall? Do you go to somebody that's at
a bank? " says Knutson, who has also
recommended Sons of Norway's life
insurance policy information to her
daughter and granddaughter. " It's so
much easier to call up the counselor
and say, 'Hey, can we sit down and
talk? What do you have that I could
use?' Sons of Norway is not a fly-bynight
company. They've been around
for 124 years. "
The work Waage does for members
hit home recently, when his 92-yearold
mother entered an assisted living
facility. He was able to help her tap
into her policy's benefits to assist with
the solution that is best for them. It's
really gratifying. "
Serving Others
Waage encourages all members to get
in touch with their FBC, no matter
where they are in their financial
journey. " My goal is to help members
solve a particular financial challenge
and prepare them for the future. They
may not know what the answers are
when we start the conversation, or
exactly what they are exactly looking
for, " he says. " A consultation doesn't
cost anything except for a couple of
hours of time, and it quite possibly
could lead to planning for the future
and be really beneficial in the long run
for the member and their loved ones. "
But Waage is not the only one
doing the educating. He's also
learned a lot from his fellow Sons
of Norway members, crediting the
lodges with reconnecting him with his
Ready to meet with an
FBC? Here are some
helpful questions to
get the conversation
started.
1. What can my money
do for me?
2. How can I be sure
I don't outlive my
money?
3. How can I minimize
taxes now and after
I'm gone?
4. How do I make my
money safe?
" There is real value in keeping our
heritage alive and being familiar with
where we have come from. "
-Don Waage, Sons of Norway FBC
5. Is my money liquid if I
purchase an annuity?
6. Should I buy
permanent or term
life insurance?
the expenses of her long-term care.
Waage's personal experience has driven
home the need for a financial services
professional.
" Just to be able to provide that for
somebody, I hope they feel the same
way I do, that they are in a much better
situation after we've spoken. I have
many discussions with members to find
family history-something he hopes
to pass onto future generations by
encouraging younger people to join.
" There is real value in keeping
our heritage alive and being familiar
with where we have come from, " he
says. " I get to have fun at the lodge
meetings, enjoy the educational events
and socialize with members. "
7. Why should I buy life
insurance for a child
or grandchild?
8. When I buy a life
insurance policy, who
should I name as a
beneficiary?
sonsofnorway.com VIKING JUNE 2019 11

http://www.sonsofnorway.com

Viking Magazine - June 2019

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