About Our Agency
Modern District Financial is a financial services company helping clients with their retirement planning by offering Medicare Supplements, Life Insurance, Long Term Care Insurance, and Fixed/Equity Indexed Annuities. Our IMO is American Senior Benefits which has 50 offices nationwide.
We are an Accredited business with the Better Business Bureau with our staff having over 60 years of experience in the industry.
Modern District Financial Solutions
Investor demand for bias-free advice and more stringent consumer protection rules are transforming the financial services industry.
“Increasingly, investors are seeking relationships with financial advisors they can relate to and that they trust to work on their behalf,” explains Shannon Nelson, CEO & President of Modern District Financial Solutions in Traverse City & Grand Rapids, Michigan.
Nelson founded Modern District in 2011 after having worked 17 years in the financial services industry. He had become frustrated working for large corporations that offered only a limited number of services and products. As an independent advisory and IMO of American Senior Benefits, Nelson and his team don’t have proprietary products to push or limitations on the solutions they can offer. Clients have access to the entire universe of opportunities and customized solutions.