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Welcome to Simon Financial   

We are an independent insurance brokerage agency with 30+ years of experience.  Based on your specific needs, we search to find the best coverage rock bottom insurance premiums and the highest annuity payouts. We represent many top rated insurers offering:

  • Annuities: Guaranteed and indexed
  • Life insurance: term, universal and whole life
  • Disability income protection insurance
  • Long term care insurance
  • Group legal plans

How we help you:

  • We carefully listen to your concerns and ask important questions to determine exactly what your needs are, in order to help you in the most optimal way.
  • You’ll get professional recommendations directly from our agency owner, Donald J. Simon.  This sharply contrasts with most of our competitors where you’ll only talk with an assistant or agent with no professional designations and no professional association membership. 
  • We aggressively shop for rock bottom insurance rates and the highest annuity payouts.  We have access to computer databases of the top insurers, with daily updates to be sure we have the most current information.
  • We use our expertise to arrange policy ownership and beneficiary designations so your needs are properly met.  This includes working with attorney and CPA’s to meet all your personal and business needs, with zero or minimal taxes on policy benefits. 
  • As your business or personal needs change and as tax laws change, we assist you to make necessary adjustments to coverage, beneficiaries or policy ownership.
  • If you, your business or a family member can’t afford to continue a life insurance policy because of a life threatening illness, we negotiate with reputable life insurance “settlement” companies to get you the best possible cash offer for your policy.

We retain 97% of our clients each year, indicating a high rate of client satisfaction.

Call us for a free consultation or quote between 9am – 7pm EST at 772-321-6788