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Adam Rutstein

Unit Field Trainer - Insurance Sales Representative, Bankers Life and Casualty Company
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Direct Phone:
(904) 474-6028(904) 474-6028
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Adam RutsteinFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Jacksonville, FL

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Meet Adam Rutstein
Personal Business Philosophy
Engaging with clients to help organize and build on their financial goals as they plan and near retirement. Being a trusted partner and advocate through focusing on client needs and their priorities.
licensed in
AL, AR, AZ, CO, CT, DC, DE, FL, GA, IA, IL, KS, KY, LA, MD, ME, MI, MO, MS, NC, NE, NJ, NM, OH, OR, PA, SC, TN, VA, WA, WI
FL License: E061829
professional background
Joined Bankers Life in 2004Became a Financial Representative in 2017Began work in the Insurance Industry in 2004Education: University of Florida, MBA
designations received
Company Recognitions: President's Honor Circle Lifetime Member; Florida Region Agent of the Year (2013-2017); Top 10 Agent of the Year (2015-2017)Insurance Designations: Annuity Planning Professional
personal background
Family: My wife, Elena, and daughter, EliaCommunity Involvement: Board Member of Northeast and Central Chapter of the Alzheimer's Association

Adam Rutstein, Bankers Life Agent and Bankers Life Securities Financial Representative in Jacksonville, FL

9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(904) 398-5769(904) 398-5769
Direct Phone:
(904) 474-6028(904) 474-6028
adam.rutstein@bankerslife.com
Branch Info
6620 Southpoint Dr S
Ste 400
Jacksonville, FL 32216
US
Hours
Day of the WeekHours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

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.

  • Bankers Life Logo
  • Colonial Penn Logo
  • Washington National Logo

FORGET ME NOT DAYS

At Bankers Life, our insurance agents and associates witness firsthand the impact that Alzheimer’s and dementia have on our customers, their families and their caregivers. That’s why we established Bankers Life Forget Me Not Days®, our nationwide fundraising campaign to benefit the Alzheimer’s Association®. This June marks the 22nd anniversary of the campaign. Since 2003, we’ve helped raise nearly $7.5 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.


Explore Medicare Advantage

You have many choices when it comes to Medicare – I can help you compare Medicare Advantage plans to find the right coverage for you. * Medicare Advantage (Part C) is an all\-in\-one alternative to Original Medicare Parts A and B. * It offers similar coverage, and with the optional benefit of prescription drug coverage (Part D). * Medicare Advantage Plans include an annual maximum out of pocket limit, and some plans offer premiums as low as $0 per month.


Products & Services Offered in Jacksonville, 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.
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  • Long-term Care Insurance

    Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
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  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
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  • Brokerage Services

    As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.
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  • Advisory Services

    As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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Reviews

Reviews for Adam Rutstein

5.0
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(11 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I met Adam about a year ago after losing thousands from a previous investment advisor. I was quite distressed. He listened to my needs and fears of what could happen in the future considering the course I was on prior to meeting him. He has not only preserved my principle but has earned money for me. This has eased my fears and allowed me to enjoy life again without worry. Kudos to Adam. Not only that, he is knowledgeable, professional and an extremely pleasant person. Many thanks to Adam.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I've known Adam as a friend and financial advisor for roughly 5 years. From the beginning, Adam has shown great expertise & command of his products and outstanding knowledge for the market in general. Never once have I felt pressured or force in a direction. I highly recommend Adam to anyone looking for sound financial guidance and support.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    My advisor Adam Rutstein always immediately responds to any questions, concerns or requests I have. It’s a real pleasure working with him.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Adam is the best, he is thorough and very professional. He took his time to explain what options I have and helped me understand and pick what is best. I will 200% recommend him to anyone.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Amazing customer service.
    Always very responsive , helpful , knowledgeable and best in business.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Adam is doing a very good job
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Adam is cool guy! It was I pleasure to make a deal with him!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I have been a client of Adam's for a few years and I completely trust his advice regarding financial options. He's knowledgeable about financial investments, there's no high pressure sales pitch- he shows you options he can provide compared to what you may have and lets you make the decision. I highly recommend Mr. Rutstein!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Adam is so easy to work with. He keeps in touch so I know what is going on with my account. He explains everything in terms that I can understand. He answers all of my questions, even if I asked it before. My account is doing well. I highly recommend him.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Adam is conscientious and trustworthy. He explains new ideas and plans in a way that is easy to understand. Would highly recommend him as a financial advisor. He was a one-stop shop for my husband and I. He was able to provide us with long-term care insurance, Medicare supplement insurance, a prescription drug plan, dental insurance, as well as investment planning.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    there when you need them
Displaying reviews 1 - 1 out of the 11 most recent

FAQs

Insights From Adam
Featured Videos
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.
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Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
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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.
Featured Videos
Bankers Life and Casualty Company clients Rick and Jan Tshudy of Palmyra, Pennsylvania share their story about choosing critical illness insurance.
Bankers Life and Casualty Company clients Rick and Jan Tshudy of Palmyra, Pennsylvania share their story about choosing critical illness insurance.

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?

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