Jana Birkland - Licensed Financial Professional

Jana Birkland - Licensed Financial Professional Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jana Birkland - Licensed Financial Professional, Brokerage Firm, Marshalltown, IA.

03/10/2025

8 Wealth-Building Benefits of an IUL:

1️⃣ Tax-Free Growth – Cash value grows tax-deferred πŸ“ˆπŸ’°
2️⃣ Tax-Free Withdrawals – Access funds tax-free in retirement πŸ–οΈπŸš€
3️⃣ Tax-Free Wealth Transfer – Pass wealth income tax-free to heirs πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦πŸ’‘
4️⃣ No Market Losses – Gains locked in, no downside risk πŸ“ŠπŸ”’
5️⃣ No Contribution Limits – Save as much as you want πŸ’Έ
6️⃣ Liquidity – Access cash anytime for qnything, no 59 1/2 Rule πŸ’΅πŸ’³
7️⃣ Living Benefits – Covers critical, chronic, & terminal illness πŸ₯🩺
8️⃣ Leverage – Borrow against cash value while still earning interest πŸ’²πŸ”„

πŸ’‘ Want to learn how you can possibly qualify for a financial plan to protect your money?

03/10/2025
08/26/2024

You are NEVER too young or too old to learn! Keep reading books, keep listening with an open mind and open ears. NEVER stop being open to learning

Jana BirklandFinancial Services Professional
04/21/2024

Jana Birkland
Financial Services Professional

Here is my Digital Business Card from Popl, the #1 Digital Business Card Platform

Jana BirklandFinancial Services Professional
04/21/2024

Jana Birkland
Financial Services Professional

Jana BirklandFinancial Services Professional
04/21/2024

Jana Birkland
Financial Services Professional

Explore GFI's business platform and discover how you can transform your financial future. Join us to gain financial independence and build generational wealth.

By waiting to get life insurance, you could be missing out on your best rates, while also risking your family’s financia...
04/19/2024

By waiting to get life insurance, you could be missing out on your best rates, while also risking your family’s financial well being.

Don’t wait, take 10 minutes and get covered today.

https://agents.ethoslife.com/invite/4557e

(Highlight the link ☝🏼 to go to my site)

https://www.youtube.com/watch?v=FBuc3gYyFK8
04/19/2024

https://www.youtube.com/watch?v=FBuc3gYyFK8

By combining downside protection with upside potential, indexed annuities can provide the balanced, sensible investment approach retirement savers are seeki...

https://youtu.be/wX89Rk5pr6A
04/19/2024

https://youtu.be/wX89Rk5pr6A

**2016 AVA PLATINUM Award Winner! What is Indexed Universal Life, or IUL?Learn how Indexed Universal Life Insurance (IUL) can capture market growth while pr...

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Marshalltown, IA

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