Adam Rutstein

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.

Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company

Direct Phone:

(904) 474-6028(904) 474-6028

5.0

(20 Reviews)Leave a Review

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Meet Adam Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

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Meet Adam Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

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, 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

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Hours

Day of the Week	Hours
Monday	9:00 AM - 5:00 PM
Tuesday	9:00 AM - 5:00 PM
Wednesday	9:00 AM - 5:00 PM
Thursday	9:00 AM - 5:00 PM
Friday	9:00 AM - 5:00 PM
Saturday	Closed
Sunday	Closed

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.

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.

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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

(20 Reviews)

Steven B
October 31, 2024
5.0 out of 5.0
Rating 5.0
I have been extremely satisfied with Adam as my representative for Bankers Life. He has helped my wife and I with retirement and insurance for years now. I trust him to do what's best for me.
Mashall P
October 1, 2024
5.0 out of 5.0
Rating 5.0
Adam explained every concern I had.
Very personable and professional.
William J
May 22, 2024
5.0 out of 5.0
Rating 5.0
Adam was very helpful and did not push use to do anything. He provided possibilities and let us decide. We are developing trust in Adam Rutstein. We look forward to having a long relationship with Adam.
Sheila P
May 20, 2024
5.0 out of 5.0
Rating 5.0
Adam is the best
John P
May 20, 2024
5.0 out of 5.0
Rating 5.0
Working with Adam has been the Best move my wife and I have ever made concerning retirement advice. He has been extremely approachable and super knowledgeable and supportive in helping us make the correct decisions!!! He meets with us at our house which we love and not just twice a year like some other firms do. He is very personable too and has our best interests in mind. Once again it was the best decision we ever made. 10 stars not 5.
Sue C
May 2, 2024
5.0 out of 5.0
Rating 5.0
Adam is incredible. He is caring, thoughtful and knowledgeable ..it’s a rare find to have someone e with all three qualities. He does his best for his clients and has guided me well. He listens so that he understands what is needed to get his client where they need to be with what they have..and is brutally honest and realistic. This I absolutely appreciate. He is friend and a trusted advisor. I am blessed to have him
Cindy G
May 1, 2024
5.0 out of 5.0
Rating 5.0
Adam was very friendly and easy to talk to. He explained everything in a way that made things very easy to understand.
Joe H
May 1, 2024
5.0 out of 5.0
Rating 5.0
Adam is very customer focused. He has been extremely helpful in working through the complexities of retirement and estate planning. He is knowledgable and very task driven in keeping things moving. We would be lost without his guidance.
Carrissa C
May 1, 2024
5.0 out of 5.0
Rating 5.0
Kind, thoughtful, and well knowledged. Has always looked out for my best interest. Took the time to really listen to my concerns surrounding retirement and helped implement a solid financial plan. Highly recommend Adam.
Marie K
August 30, 2023
5.0 out of 5.0
Rating 5.0
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.
Dan G
August 29, 2023
5.0 out of 5.0
Rating 5.0
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.
Jane C
August 29, 2023
5.0 out of 5.0
Rating 5.0
My advisor Adam Rutstein always immediately responds to any questions, concerns or requests I have. It’s a real pleasure working with him.
Deepak M
April 19, 2023
5.0 out of 5.0
Rating 5.0
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.
Irina S
April 19, 2023
5.0 out of 5.0
Rating 5.0
Amazing customer service.
Always very responsive , helpful , knowledgeable and best in business.
Frederque D
April 6, 2023
5.0 out of 5.0
Rating 5.0
Adam is doing a very good job
Eugene M
April 5, 2023
5.0 out of 5.0
Rating 5.0
Adam is cool guy! It was I pleasure to make a deal with him!
Steve B
April 5, 2023
5.0 out of 5.0
Rating 5.0
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!
Donna A
April 4, 2023
5.0 out of 5.0
Rating 5.0
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.
Karen B
February 16, 2023
5.0 out of 5.0
Rating 5.0
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.
Julie W.
May 7, 2022
5.0 out of 5.0
Rating 5.0
there when you need them

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FAQs

Long-term care is the type of assistance people need when they can no longer perform some or all basic activities of daily living (ADLs) which can include eating, bathing, continence, dressing, toileting and transferring (that is, moving in or out of a bed, chair or wheelchair). Long-term care needs typically arise as part of the normal aging process, but they also can be due to an injury or illness, such as multiple sclerosis, stroke or rheumatoid arthritis, or due to a cognitive impairment like Alzheimer’s disease. Medicare may not cover many of these costs associated with aging.

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