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Sherry Applegate

Financial Professional
Field Director - Insurance Sales Representative - Bankers Life and Casualty Company
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Sherry ApplegateField Director - Insurance Sales Representative, New Albany, IN

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Meet Sherry Applegate
Personal Business Philosophy
I'm dedicated to helping my clients protect their financial security as they prepare for retirement. I hold myself to the highest level of personal and professional integrity and promise only to recommend insurance product solutions that are in my client's best interests.
licensed in
IN, KY
professional background
Joined Bankers Life in 2014
personal background
Family: Proud mother of my son, Dalton and daughter, DestanyCommunity Involvement: Coached Varsity Cheer at Lanesville High School

Sherry Applegate, Bankers Life Agent in New Albany, IN

Closed - Opens at 9:00 AM Monday
Contact Me
Office Phone:
(812) 850-7137(812) 850-7137
sherry.applegate@bankerslife.com
Branch Info
3620 Blackiston Blvd
Ste 100
New Albany, IN 47150
US
Hours
Day of the WeekHours
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM

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 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 – 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 New Albany, IN

  • 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

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
  • How Long Will My Retirement Savings Last?

    Determine how long your retirement savings may last considering your monthly spending, sources of income, inflation and more.
  • Estimate Social Security Benefits

    Estimate your future Social Security benefits based on your income history and expected retirement age.
  • Traditional 401(k) or Roth 401(k)?

    How do traditional 401(k) and Roth 401(k) contributions differ, and which option best suits your financial needs?
  • Retirement Income Estimator

    Input your current savings and income sources to estimate your future retirement income and assess if you’re on track to meet your goals.
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Reviews

Reviews for Sherry Applegate

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(12 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Sherry has worked with us for years. She is the best in Southern Indiana. My husband and I needed Term Life Insurance and she walked us through step by step to make sure we understood the policy. She has also helped many of our family memebers and is the go to person with Life Insurance and so much more!
Displaying reviews 1 - 1 out of the 12 most recent

Customer Reviews for New Albany, IN

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(95 Reviews)
  • Richard C
    May 15, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Aaron was great to work with. Seemed to be honest and clear on his presentation.
    Aaron was great to work with. Seemed to be honest and clear on his presentation.
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  • Cynthia L
    May 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Ryan explained everything very well.
    Ryan explained everything very well.
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  • Tammy A
    May 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Tanner was very helpful in answering all of my questions. He did not make me fell that I had to make a quick decision right now. He was very courteous and kind.
    Tanner was very helpful in answering all of my questions. He did not make me fell that I had to make a quick decision right now. He was very courteous and kind.
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  • Karen K
    May 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Always a great help. Great guy
    Always a great help. Great guy
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  • Kimberly G
    April 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very nice young man. He was not pushy, and I greatly appreciate it.
    Very nice young man. He was not pushy, and I greatly appreciate it.
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  • Anthony F
    April 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    1st class service. 100% recommended.
    1st class service. 100% recommended.
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  • Richard K
    March 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    What a great experience!!! I had a need for insurance, and Ryan had all of the answers. I truly believe I have been offered the best solution, and the most affordable insurance product on the market today.
    Bankers has some gold medalist producers, and Ryan's trainee Stacy is one of them, great pick for talent guys. I will refer all of my friends, family and associates to Bankers.
    What a great experience!!! I had a need for insurance, and Ryan had all of the answers. I truly believe I have been offered the best solution, and the most affordable insurance product on the market today.
    Bankers has some gold medalist producers, and Ryan's trainee Stacy is one of them, great pick for talent guys. I will refer all of my friends, family and associates to Bankers.
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  • Gloria W
    March 12, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jordan Mcneely was wonderful and very kind. He took the time and answered my questions.

    Thank you Jordan 🙂
    Jordan Mcneely was wonderful and very kind. He took the time and answered my questions.

    Thank you Jordan 🙂
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  • Marian H
    March 4, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Knowledgeable, thorough and kind.
    Knowledgeable, thorough and kind.
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  • Jerry J
    February 12, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Pam is a very warm and friendly person that knows her way around the insurance business. I would highly recommend her for your insurance needs. I already have better coverages and at a lower cost.
    Pam is a very warm and friendly person that knows her way around the insurance business. I would highly recommend her for your insurance needs. I already have better coverages and at a lower cost.
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  • Mary G
    January 30, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very helpful and pleasant
    Very helpful and pleasant
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  • Angie R
    January 28, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Sherry has worked with us for years. She is the best in Southern Indiana. My husband and I needed Term Life Insurance and she walked us through step by step to make sure we understood the policy. She has also helped many of our family memebers and is the go to person with Life Insurance and so much more!
    Sherry has worked with us for years. She is the best in Southern Indiana. My husband and I needed Term Life Insurance and she walked us through step by step to make sure we understood the policy. She has also helped many of our family memebers and is the go to person with Life Insurance and so much more!
    Read More
    Read Less
  • Jeffrey C
    January 28, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I was of the mindset that my premiums would not be drawn out until the 1st of the month sir now I'm overdrawn..And this sucks
    I was of the mindset that my premiums would not be drawn out until the 1st of the month sir now I'm overdrawn..And this sucks
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  • Alesia B
    January 21, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jordan is very professional and always right on time! He is very helpful and goes above and beyond to get the right fit for your needs. I highly recommend Jordan to anyone who is overwhelmed with all the decisions you have to make to get the right insurance.
    Jordan is very professional and always right on time! He is very helpful and goes above and beyond to get the right fit for your needs. I highly recommend Jordan to anyone who is overwhelmed with all the decisions you have to make to get the right insurance.
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  • Jeannette D
    December 27, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very kind and pleasant young man. Eye contact and a nice smile too. Very knowledgeable I felt very comfortable and with all he explained to me Medicare is new to me and I had been feeling a little stressed of Medicare plans but I felt very relaxed and comfortable and secure on the information he explained to me. Very nice personality and patient. Answered every question I had asked of him also he reassured me of his availability to contact him if any questions I may had forgotten to ask.
    Very kind and pleasant young man. Eye contact and a nice smile too. Very knowledgeable I felt very comfortable and with all he explained to me Medicare is new to me and I had been feeling a little stressed of Medicare plans but I felt very relaxed and comfortable and secure on the information he explained to me. Very nice personality and patient. Answered every question I had asked of him also he reassured me of his availability to contact him if any questions I may had forgotten to ask.
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  • Wayne O
    December 27, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Sent Da's Medicare part B payments, yesterday 12-26-24
    Sent Da's Medicare part B payments, yesterday 12-26-24
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  • Neal P
    December 27, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I liked the up to date information and the willingness to sit down and explain all of the options
    I liked the up to date information and the willingness to sit down and explain all of the options
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  • Joyce T
    December 19, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Professional. Very informed and knowledgeable. Friendly and kind. Responsive.
    Great working with him.
    Professional. Very informed and knowledgeable. Friendly and kind. Responsive.
    Great working with him.
    Read More
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  • Barbara R
    December 18, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great
    Great
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  • Paul L
    December 13, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She’s very knowledgeable and kind. Heather knows her job and does it well!
    She’s very knowledgeable and kind. Heather knows her job and does it well!
    Read More
    Read Less
Displaying reviews 1 - 4 out of the 20 most recent

FAQs

Insights From Sherry
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
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.
A couple reviews their finances.
Navigating Financial Planning with a Reluctant Partner: 5 Tips for Success
When it comes to managing your money, we all know how crucial it is to plan and make decisions together. But let’s face it: Discussing finances with a partner isn’t always easy, especially if you don’t see eye-to-eye on the topic or if one of you is hesitant to have those tough conversations. Money can quickly become a point of tension, but ignoring it could lead to bigger problems down the road.
understanding cash on the sidelines
Understanding “Cash on the Sidelines” and the Shifting Economic Landscape
As we navigate through changing economic times, it’s essential to understand some key financial concepts that impact both individual and global economic conditions. You may have heard of the concept, “Cash on the Sidelines,” which often comes up in discussions about stock markets and worries over high risk investments and keeping money in either cash or lower risk, lower-yield investments.
Middle aged couple embracing in autumn.
How to Navigate Social Security Survivor Benefits for a Spouse
"When a loved one passes away, you may need to take some time to process your emotions and seek solace. But when the loved one is your spouse, you may have to both grieve and address a handful of immediate issues, such as figuring out funeral arrangements and costs and sorting out estate, probate, and legal expenses.",Are 60 years old or older; or if you have a disability and are 50 years old or older,Were married for at least 9 months before your spouse passed,Didn’t remarry before age 60 (or age 50 if you have a disability),More than 75% at 61,More than 80% at 63,More than 90% at 65,The deceased’s death certificate,Your and the deceased’s Social Security number,Your birth certificate and marriage certificate (if applicable),"A term or whole life insurance policy can provide a lump sum upon a spouse’s death. This can help replace lost income, cover living expenses, and provide financial stability during an emotionally difficult time.",Annuities are contracts that guarantee regular income payments for life or a set period. Some annuities offer survivor benefits that provide ongoing income to spouses.,A well-funded 401(k) or IRA can supplement survivor benefits and help maintain financial stability.,"Stocks, bonds, and mutual funds can generate dividends and capital gains to supplement Social Security benefits.",Owning rental properties can generate a steady monthly passive income stream that doesn’t rely on employment or Social Security benefits.
Older couple sits in their kitchen with a financial advisor.
Protecting Your Nest Egg: Understanding Sequence Risk in Retirement
As you prepare for retirement, one of the most important considerations is how to ensure that your nest egg lasts throughout your lifetime and you don’t outlive your money. One risk that many may overlook is sequence risk, which occurs when you face poor market returns early in retirement while you’re drawing down your savings. This can cause long-term damage to your portfolio, leaving you vulnerable later on in life.
Two seniors talking with a financial professional.
Planning for Market Uncertainty: 5 Things to Consider If the Market Is Shaky
If you’re retired or nearing retirement, market uncertainty can feel unnerving. After you’ve spent decades working, saving, and planning, it’s natural to be concerned when the market dips or prices start rising.
Older couple sitting at table and smiling.
Annuity vs. Life Insurance: What’s the Difference?
As you think about how you want to approach planning for retirement, you’ll need to make decisions about how to manage financial risks and income. Annuities and life insurance policies are both excellent tools for doing that, but they serve different purposes.

Let's Talk About Your Plans for Long-Term Care!

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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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