Jeff M. Heland LUTCF New York Life

Jeff M. Heland LUTCF New York Life Call me for Financial Services! Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Add

itionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

215 Jefferson Street
Burlington, IA 52601
(319)752-5350

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and ever...
02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

Martin Luther King Jr. believed that everyone can be great because everyone can serve.On this MLK Day, we honor his lega...
01/19/2026

Martin Luther King Jr. believed that everyone can be great because everyone can serve.

On this MLK Day, we honor his legacy by recommitting ourselves to service, compassion, and making a meaningful difference in the lives of others—one family, one community at a time.

Let’s continue striving to build a more just and hopeful future together.

Wishing you a very happy New Year!
01/01/2026

Wishing you a very happy New Year!

Here are some things to consider before buying a vacation home.
11/13/2025

Here are some things to consider before buying a vacation home.

A vacation home can be a relaxing getaway or a financial burden. Learn the pros and cons of owning a second home and how to decide if it fits your goals.

Every family’s story is unique—but the direction it takes is shaped by the choices you make today. At New York Life, we ...
09/04/2025

Every family’s story is unique—but the direction it takes is shaped by the choices you make today. At New York Life, we help you picture the future you want and create a personalized roadmap to get there. Because the best stories don’t just happen—they’re guided with care, purpose, and the right support along the way. Let’s start creating a customized strategy to get you where you need to go.

Life is full of surprises—but being caught off guard isn’t inevitable. A New York Life financial professional has the to...
09/04/2025

Life is full of surprises—but being caught off guard isn’t inevitable. A New York Life financial professional has the tools and experience to help you develop a personalized approach so you can face uncertainty with confidence. Because you can’t control life’s events, but you can control how ready you are for them. Start building your roadmap today.

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!
09/01/2025

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cas...
07/31/2025

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cash value growth, and level premiums to give you peace of mind, even during uncertain times.

Whole life insurance offers cash value over time. Learn about securing whole life insurance from New York Life, a policy which can be customized to your needs.

Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on inherited IRAs.
07/31/2025

Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on inherited IRAs.

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on inherited IRAs.

When it comes to something important, you always want to work with the best. And according to Money, that’s exactly what...
07/31/2025

When it comes to something important, you always want to work with the best. And according to Money, that’s exactly what New York Life Insurance Company is. With our financial strength, comprehensive coverage, and customizable benefits. Let’s talk about it together.
Click here for more details on the methodology for this award: https://nyl.co/41nCH8L

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!
07/04/2025

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!

Address

215 Jefferson Street
Burlington, IA
52601

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