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Sarah Birkin
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.®
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(941) 702-7011(941) 702-7011
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Meet Sarah Birkin
Personal Business Philosophy
I believe building a strong retirement plan provides peace of mind. I’m dedicated to educating you on the innovative insurance planning
solutions we offer, providing personal service and helping to make certain you can enjoy the life of your retirement.
licensed in
FL, MI, NC, NJ, OH, SC, UT, WA
FL License: W153520
professional background
Joined Bankers Life in 2013Became a Financial Representative in 2025Began work in the Insurance Industry in 2013
designations received
Company Recognitions: #3 Unit Field Trainer in 2018Insurance Designations: Securities Industry Essentials® (SIE®)Financial Representative Designations: General Investment Representative: Series 7, Combined Uniform and State Registrations Exam: Series 66 (i.e., combine 63 and 65), Securities Industry Essentials®: SIE®
personal background
Family: My husband, Sean, and beautiful daughter Hailey.Community Involvement: Alzheimer’s Association
Sarah Birkin, Bankers Life Agent and Bankers Life Securities Financial Representative in Sarasota, FL
8:30 AM - 6:30 PM 8:30 AM - 6:30 PM 8:30 AM - 6:30 PM 8:30 AM - 6:30 PM 8:30 AM - 6:30 PMClosed Today Closed Today
Contact Me
Office Phone:
(941) 371-7141(941) 371-7141
Direct Phone:
(941) 702-7011(941) 702-7011
Cell Phone:
(253) 334-4652(253) 334-4652
Branch Info
301 N Cattlemen Rd
Ste 106
Sarasota, FL 34232
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 8:30 AM - 6:30 PM |
| Tuesday | 8:30 AM - 6:30 PM |
| Wednesday | 8:30 AM - 6:30 PM |
| Thursday | 8:30 AM - 6:30 PM |
| Friday | 8:30 AM - 6:30 PM |
| Saturday | Closed |
| Sunday | Closed |
Request An Appointment
Awarded as a 2026 Top Women Financial Advisor at Bankers Life
Recognized for excellence in retirement and financial planning solutions that help clients reach their goals.
- Retirement income
- Healthcare expenses
- Investment strategies
- Legacy giving
*The Top Women Financial Advisors program is a Bankers Life internal incentive awarded to top performing women financial advisors based certain defined criteria.
Wealth Management Services
Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.
Investment management
Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.
Retirement planning
Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.
Education/College planning
Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.
Cash flow planning
Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.
Income planning
Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.
Insurance planning
Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.
Additional Products & Services Offered in Sarasota, FL
Life Insurance
Find out how life insurance can help protect the financial security of you and your family.
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Medicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
ExploreAnnuities
Learn how an annuity can help protect and grow your retirement savings.
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Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators (7)
Insurance Calculators (7)
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Reviews
Reviews for Sarah Birkin
5.0
Rating 5.0
(141 Reviews)- January 6, 20265.0 out of 5.0Rating 5.0Great personal and professional service!
- December 9, 20255.0 out of 5.0Rating 5.0Sarah was a pleasure to work with. Answered every question we had and then some. I will be recommending her to everyone we know who needs insurance.
- November 27, 20255.0 out of 5.0Rating 5.0Sarah is extremely knowledgable on insurance and drugs. I am very pleased moving forward on my retirement journey with her. I hope to have her as an agent for years to come.
- November 22, 20255.0 out of 5.0Rating 5.0Sarah is a very knowledgeable woman. I have been a client of hers since 2017. She is very thorough in her work and research for my particular needs.
- November 20, 20255.0 out of 5.0Rating 5.0Sarah is always responsive to my questions; explains everything to me in detail - very understanding, patient, and helpful. A great agent!’
- November 19, 20255.0 out of 5.0Rating 5.0Sarah has been super helpful. She's very knowledgeable, which has helped us immensely in our decision making. We feel very fortunate to have her as part of our financial team.
Thank you, Sarah!! - November 18, 20255.0 out of 5.0Rating 5.0Sarah has a true interest in learning about her clients. We felt very confident making decisions with her guidance.
- November 7, 20255.0 out of 5.0Rating 5.0Sarah is just an amazing person. We retired 3 years ago and met Sarah in our search for heath and prescription insurance needs. Sarah was so informative and went to explain everything, the good and bad. She is personal friend and is always willing to make sure everything is done on time. She goes out of her way to make sure her customers needs are met. Sarah your amazing we are surely lucky to have met you and look forward to working with you many many years.
- November 7, 20255.0 out of 5.0Rating 5.0Sarah is great!! She makes things clear and understandable and she always gets back with you if you have a question.
- November 6, 20255.0 out of 5.0Rating 5.0Excellent service, friendly, on time, simply the best!
- October 22, 20255.0 out of 5.0Rating 5.0Sarah is a kind,compassionate and committed professional who goes beyond the call of duty. Sarah works diligently to give me the best possible advice, and follows through every step of the way. I could go on forever about Sarah and her work ethic but you get the point. It hasn’t been an extreme pleasure to work with Sarah for the last six and a half years . She has never let me down!!!
Customer service at it’s finest! - October 19, 20255.0 out of 5.0Rating 5.0We are very pleased and fortunate that we have Sarah to work with for our health coverage needs. She is extremely knowledgeable, professional and always available to address our questions and concerns.
- October 18, 20255.0 out of 5.0Rating 5.0Sarah has been my agent for 5 years. From the first time I met her she has always gone the extra mile for my husband and me. Her knowledge and expertise is always exceptional.
- September 30, 20255.0 out of 5.0Rating 5.0Great customer service, always so helpful and super nice and ver knowledgeable
- September 30, 20255.0 out of 5.0Rating 5.0She is super great, always so helpful and pleasant to talk to
- September 20, 20255.0 out of 5.0Rating 5.0Sarah is great! Her dedication to providing excellent customer service is exceptional.
- September 16, 20255.0 out of 5.0Rating 5.0Excellent customer service always helpful
- September 16, 20255.0 out of 5.0Rating 5.0Excellent customer service! Sarah always easily explains any questions I have and is available to me anytime.
- September 9, 20255.0 out of 5.0Rating 5.0The BEST customer service. it would have been so difficult to navigate the Medicare Supplement enrollment without her. She is always available for my husband and I when any issue the arises. I highly recommend her to friends and family.
- September 6, 20255.0 out of 5.0Rating 5.0Exceptional Financial Guidance and Support!
I couldn’t be more impressed with the level of service and expertise provided by Sarah. She took the time to truly understand my financial goals, concerns, and lifestyle. Her advice has been clear, practical, and tailored specifically to my needs.
Whether it was retirement planning, investment strategies, or budgeting, Sarah explained everything in a way that made sense and gave me full confidence for when I am ready to invest in my future.
Displaying reviews 1 - 1 out of the 20 most recent
Frequently Asked Questions
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Insights From Sarah
Making Life Insurance part of your “Life” story
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Meet Your Financial Advisor
Let’s start with a conversation. I’ll take the time to understand your goals, values, and vision for the future. Give me a call at (253) 334-4652 or fill out the form. I’ll be in touch soon.
Act Now For Your Free No-Obligation Quote