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Simon - Insurance Broker - Los Angeles, CA, USA

Mark Simon

Los Angeles, CA, USA

Services

Insurance Broker

Summary:

I advise my clients on how to use insurance products to secure their financial future while they are living as well as their families future when they are not here to provide for them. My expertise is in choosing which insurance company to utilize and in designing the product to meet and maximize my clients financial requirements. The specific products I use to this end are Cash Value Life Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance and Annuities.

Work History

Financial Services Professional

Diversifeid Benefits Insurance Services

From May 2004

Projects

Examples of my work

Many people have lost money in their retirement savings and are truly concerned about the prospects of higher taxes once they are receiving money from their IRA's or 401k's.

Recently, I worked with a gentleman who each year was able to put $7,000 above the company match into his 401k. I created a plan for him to take that $2,500 and redirect in into a TAX FREE bucket of money which will not only will be there TAX FREE when he retires but that he can access BEFORE he is 59 1/2 or when he decides to retire WITHOUT a penalty or an INCOME TAX.

My best work

Think about your buckets of money. You have your today bucket and you have your tomorrow bucket of money. Is your tomorrow bucket of money tax diversified or is it all taxable? I have been advising my clients on created and filling a TAX FREE tomorrow bucket of money with almost no limits to how much you can contribute unlike and IRA ($5,000 per year) or 401k ($17,000 per year). With Income taxes almost certainly going up in the future, having a TAX FREE bucket of money will impact the lives of my clients in a profound way. If this topic peaks your interest, you owe it to yourself to get in contact with me.

Qualifications & Certifications

Life Underwriter Training Council Fellow (LUTCF)

Life Underwriter Training Council Fellow (LUTCF)

Bachelor of Arts in Psychology

California State University, Northridge

Van Nuys Senior High

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