agent picture

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
Leave a Referral
agent picture

Adam RutsteinFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Jacksonville, FL

request apt form icon
quote form icon
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, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, KY, LA, MD, ME, MI, MO, MS, NC, NJ, OH, OR, PA, SC, TN, VA, WA, WI
FL License: E061829
professional background
Joined Bankers Life in 2004Became a Financial Representative in 2017Education: MBA from The University of Florida
designations received
Company Recognitions: 2024 Hall of Fame Inductee; President's Honor Circle Lifetime Member; 2X National Producer of the Year; 14X Top 25 Producer of the Year, Million Dollar Round TableInsurance Designations: Annuity Planning Professional, Certified Long-Term Care
personal background
Family: Wife-Elena, Daughters-Elia and AviaCommunity Involvement: Former 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
Cell Phone:
(904) 708-3460(904) 708-3460
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

Products & Services Offered in Jacksonville, FL

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
    Explore
  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
    Explore
  • 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.
    Explore
  • Annuities

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

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

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
Insurance Calculators
For information and educational purposes only. Does not constitute investment advice or a recommendation.

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 23rd anniversary of the campaign. Since 2003, we’ve helped raise more than $7.8 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 – Let us 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.


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 Adam Rutstein

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(28 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Adam is very personable and easy to talk too. He’s very knowledgeable. He’s also very easy to get a hold of. He answered calls and texts. I’ve had issues before with financial advisors at another financial institution. Great to work with.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I parted ways with my previous investment manager as they were reactive, not proactive. Since Adam took over accounts, he has often contacted me with timely advice. He finds the time when I need to connect, and clearly explains my options.
    Good guy!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very organized, well prepared. A pleasure to work with.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent service. Took extra care of providing information for personal needs as well as explaining the process of acquiring necessary coverage. Thank you.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Referred Adam that very day to a friend!
    Knowledgeable, not pushy.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable & helpful.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service!
    Goes up and beyond to explain everything and definitely wants to know the customer’s needs!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Adam explained every concern I had.
    Very personable and professional.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Adam is the best
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Adam was very friendly and easy to talk to. He explained everything in a way that made things very easy to understand.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    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.
  • 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.
Displaying reviews 1 - 1 out of the 20 most recent

FAQs

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
Insights From Adam
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long...
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long-term care if they can no longer perform activities of daily living on their own (such as eating, bathing, dressing, or taking medications). These assisted care needs usually arise as part of the normal aging process, but can also occur as a result of injury, illness, or cognitive impairment. Long-term care can be costly and Medicare may not cover many of the expenses. Long-term care insurance pays benefits for assisted care services received at a facility or at home
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long-term care if they can no longer perform activities of daily living on their own (such as eating, bathing, dressing, or taking medications). These assisted care needs usually arise as part of the normal aging process, but can also occur as a result of injury, illness, or cognitive impairment. Long-term care can be costly and Medicare may not cover many of the expenses. Long-term care insurance pays benefits for assisted care services received at a facility or at home
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.
Featured Videos
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!
Featured Videos
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.
Act Now For Your Free No-Obligation Quote