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Adam Westrich

Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(715) 257-8012(715) 257-8012
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Adam WestrichInsurance Sales Representative, Wausau, WI

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Meet Adam Westrich
Personal Business Philosophy
My goal is to offer solutions that meet your needs today and for the life of your retirement. I believe in building a personal relationship with you as my client, so I can better understand your retirement goals and help you get there with confidence and peace of mind.
licensed in
WI
professional background
Joined Bankers Life in 2023Began work in the Insurance Industry in 2023Education: B.S. History, Minor in Philosophy & M.A.T.S, Certificate in Meditation
designations received
Company Recognitions: July 2024 Rookie Agent & Agent of the Month, May 2024 Rookie Agent of the Month, Rookie Agent of the Year Runner Up 2023, December 2023 Rookie Agent of the Month
personal background
Family: Married to JaNae and we share three beautiful children, two girls and a boyCommunity Involvement: Community & Economic Development

Adam Westrich, Bankers Life Agent in Wausau, WI

Closed - Opens at 8:00 AM
Contact Me
Office Phone:
(715) 842-0497(715) 842-0497
Direct Phone:
(715) 257-8012(715) 257-8012
Cell Phone:
(715) 716-0146(715) 716-0146
adam.westrich@bankerslife.com
Branch Info
1 Corporate Dr
# 106
Wausau, WI 54401
US
Hours
Day of the WeekHours
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
MondayClosed
Tuesday8:00 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 Wausau, WI

  • 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 Adam Westrich

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(2 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very friendly helpful and great customer service

Customer Reviews for Wausau, WI

4.7
Rating 4.7full star ratingfull star ratingfull star ratingfull star ratinghalf star rating
(75 Reviews)
  • Anthony K
    March 19, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I like the way he explained everything to me about the advantage plan it really made me want to get it he is easy to talk to and listens to your question
    I like the way he explained everything to me about the advantage plan it really made me want to get it he is easy to talk to and listens to your question
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  • Jeffery H
    March 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service. Very helpful and nice to work with.
    Great customer service. Very helpful and nice to work with.
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  • Loralee I
    February 26, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very friendly helpful and great customer service
    Very friendly helpful and great customer service
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  • Jeffrey L
    February 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Fantastic customer service by Zach
    Fantastic customer service by Zach
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  • Laura M
    January 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and friendly and truly cares about helping. Ron made everything very easy to understand and was able to save me money every month
    Very knowledgeable and friendly and truly cares about helping. Ron made everything very easy to understand and was able to save me money every month
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  • Kevin T
    January 21, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very personable and direct. Was able to answer questions and relate to real life experiences.
    Very personable and direct. Was able to answer questions and relate to real life experiences.
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  • Tammy M
    January 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jared has been great to work with.
    Jared has been great to work with.
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  • Al H
    December 4, 2024
    4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    Showed up on time, answered all my questions, very knowledgeable
    Showed up on time, answered all my questions, very knowledgeable
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  • Mark G
    November 21, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service. Explains thoroughly!

    Great customer service. Explains thoroughly!

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  • Amanda S
    November 20, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    You’re in great hands with Mitch!
    You’re in great hands with Mitch!
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  • Andrew K
    November 19, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Ron was very friendly and professional. He took time to explain the program/policies. Didn't rush through and answered all our questions. I liked that he wrote out and compared the policies. I will be able to better explain the program to my veteran buddies.
    Ron was very friendly and professional. He took time to explain the program/policies. Didn't rush through and answered all our questions. I liked that he wrote out and compared the policies. I will be able to better explain the program to my veteran buddies.
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  • Connie L
    November 18, 2024
    1.0 out of 5.0
    Rating 1.0full star rating
    Misrepresented herself at time of appointment and sold products to me without my knowledge or consent.
    Misrepresented herself at time of appointment and sold products to me without my knowledge or consent.
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    Response from Bankers Life
    November 18, 2024
    Hi Connie, we’ve escalated your feedback to the branch management team, and a team member will be in touch soon to address this directly. Please email us at BLReviews@bankerslife.com, should you need further assistance. Thank you.
  • Deb and Mark G
    November 18, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jared was extremely thorough and explained everything to us well. Very professional and personable agent! A pleasure to do business with him!
    Jared was extremely thorough and explained everything to us well. Very professional and personable agent! A pleasure to do business with him!
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  • Mike J
    November 17, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and easy to talk to. Not by any means a high pressure salesman, tries to get product you need and will help you but not over sell you. Would recommend to anybody.
    Very knowledgeable and easy to talk to. Not by any means a high pressure salesman, tries to get product you need and will help you but not over sell you. Would recommend to anybody.
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  • Barbara M
    November 5, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very impressed ... Is an articulate, knowledgeable, professional and caring young man. I just wish I could've turned all my accounts over to him... Am hoping to get friends acquainted with his products
    Very impressed ... Is an articulate, knowledgeable, professional and caring young man. I just wish I could've turned all my accounts over to him... Am hoping to get friends acquainted with his products
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  • Anne H
    October 31, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service!
    Great customer service!
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  • Mike L
    October 30, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent Explaining Plans. Very Nice Person!! It Was A Pleasure Talking With Him. Thank You So Much!!
    Excellent Explaining Plans. Very Nice Person!! It Was A Pleasure Talking With Him. Thank You So Much!!
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  • Lori L
    October 29, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very Knowledgeable and friendly!
    Very Knowledgeable and friendly!
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  • David F
    October 22, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    The gentleman was honest and well prepared for our options In healthcare
    The gentleman was honest and well prepared for our options In healthcare
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  • James and Lois N
    October 22, 2024
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Found Ron to be very knowledgeable and patient with us. We had many questions and he was able to answer them all.
    Found Ron to be very knowledgeable and patient with us. We had many questions and he was able to answer them all.
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Displaying reviews 1 - 4 out of the 20 most recent

FAQs

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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.
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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.
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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.
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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.
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Annuities: A Financial Anchor in Times of Economic Instability
In times of economic instability, investors often seek safe havens to protect their financial future. Annuities, a financial product designed to provide a steady income stream, can be a valuable tool for those looking to mitigate risk and ensure stability. We’ll explore how annuities can serve as a reliable option during times of financial uncertainty.

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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