SIMON

Education

Structured Annuities 101

What is a structured investment? How does it work? Let SIMON explain with our short, educational videos.

Video | Structured Investments 101

Structured Investments 101

What is a fixed indexed annuity? How does it work? Let SIMON explain with our short, educational videos.

Video | Fixed Indexed Annuities 101

Fixed Indexed Annuities 101

Structured Annuities Floor

Structured Annuities Hard Buffer

What is a Market Linked Note? How does it work? Let SIMON explain with our short, educational video.

Video | Market Linked Notes, Structured Investments

Market-Linked Notes

What is a Market Linked CD? How does it work? Let SIMON explain with out short educational video.

Video | Market Linked CDs, Structured Investments

Market-Linked CDs

What are the key risks associated with structured investments? Let SIMON explain with our short educational video.

Video | Structured Investments Key Risks

Key Risks

Structured Annuities - Cap Crediting Strategy

Structured Annuities - Spread Crediting Strategy

Structured Annuities - Participation Rate Crediting Strategy

Joseph Giordano

Market Perspective

No Turning Back: 60/40 Is Out, Is Your Portfolio Ready?

Markets Insight

Annuities for Lifetime Income

Structured Investments in Action Part III: Trade-Offs in Pursuit of Enhanced Income

Structured Investments in Action Part II: Growth Potential on Your Terms

Structured Investments in Action
Part I: Understanding Downside Protection

Our SI Year in Review Is Back! See What Happened in 2021.

Meet a type of structured investment with a non-traditional approach to generating yield—learn what it is, how it works, and key risk-reward profile considerations.

Article | Callable Market Linked Income Notes

A Non-Traditional Approach to Generating Yield

Annuity Sales Are Rebounding…Are You Keeping Up?

Jason Broder

Market volatility can make even the savviest investor skeptical but staying invested through the ups and downs is the key to achieving long-term financial goals.

Article | What is the "October Effect" and Why Does it Have a Bad Rap?

October Has a Bad Rap — What’s the Deal with “The October Effect”?

Fast Facts

Annuity Beach Reads Part Four: Variable Annuities

Annuity Beach Reads Part Three: Structured Annuities

Annuity Beach Reads Part Two: Fixed Indexed Annuities

Annuity Beach Reads Part One: Fixed Annuities

Infographic

Getting Started with Annuities

What fixed indexed annuities are—and what they are not. Why to consider a fixed indexed annuity over a fixed annuity. Things to consider before buying.

Article | Fixed Indexed Annuities

Fixed Indexed Annuities: More Potential While Maintaining Protection

Fixed Annuities for Simple, Fixed Rate Growth and Protection

Getting Started with Defined Outcome ETFs

Variable Annuities for Tax‑Efficient Growth

A New Class of ETFs Creates New Opportunities to Manage Risk

Learn why structured annuities can be a good investment for retirement planning, delivering the potential for market growth without all its risk.

Article | Retirement Planning with Structured Annuities

Exploring Structured Annuities

Learn what a structured investment is and how it can be used within a diversified financial portfolio to manage risk and earn periodic income payments. 

Infographic | Manage Risk with Structured Investments

Getting Started with Structured Investments

SIMON’s standardized naming conventions tackled an industry-wide challenge, bringing much needed simplicity to the world of structured investments.

Article | Simplifying Structured Investments for Broad Adoption

Let’s Speak the Same Language

A closer look at the products used in 2020 to manage market downturn and subsequent market rally.

Article | How structured investments are used for risk-management

What We Learned from $17bn Across 13,000+ CUSIPs in 2020

A type of structured investment, MLCDs offer market exposure with principal protection. Learn what they are, how they work, and key benefits and considerations. 

Article | Considerations & Benefits of Market Linked CDs

Market Exposure with Principal Protection—A Powerful Duo

Participation in the market typically requires putting principal at risk, but not always.

How to Generate Alpha During a Low Growth Environment

Responding to market volatility by paring back equity exposure, while tempting, can dramatically impact long-term returns. Talk to clients about staying invested for the long term.

Article | Think twice about timing the market—it pays to maintain equity exposure

Maintaining Equity Exposure in Uncertain Times

SIMON Markets CEO shares perspective on structured investments in a rapidly changing economy and the vital role of technology in building bonds with clients.

Perspective: Staying Connected in Uncertain Times | Jason Broder

Structured Investment Highlights for Financial Advisors and Investors

When the market dropped in 2020, how did structured investments perform? We analyzed 25,000+ products to find out—a compelling story for managing risk.

Analysis | A Powerful Story for Structured Investments | SIMON Markets

Market Analysis: A Powerful Story for Structured Investments

Following a historic week for global markets or any time, here’s the conversation to have with clients about the only certainty in uncertain times: risk, and how to manage it.

Article | Stay Invested, Stay Informed; Manage Risk for the Long Term

Stay Invested, Stay Informed. Manage Risk for the Long Term.

A well-constructed plan and the right tools and resources for guidance give clients confidence in meeting long-term objectives.

Article | Weathering Marketing Volatility

Skip the Headlines, Seek Perspective

Press Release

iCapital® to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions

SIMON Announces Strategic Investment from Citi

SIMON Reports Fourth Quarter Highlights

SIMON Integrates with Rowboat Advisors’ Cutting-Edge Portfolio Optimization Software to Enhance Portfolio Allocation Tool for Wealth Managers

FIDx & SIMON to Integrate to Deliver a Unified Platform Experience for Annuities, Simplifying Income & Protection Solutions for Client Portfolios 

Press Release | Envestnet Insurance Exchange Powered By Collaboration Between FIDx & SIMON

Envestnet Insurance Exchange Powered By Collaboration Between FIDx & SIMON

Fidelity Institutional® Announces New Structured Investment Offering & Trading Capabilities for Wealth Management Firms

Envestnet & SIMON Partner to Enable Advisors to Offer Structured Investments as Fee-Based Solutions

Featuring record quarterly volumes across structured investments and annuities, and entry into digital assets.

Press Release | SIMON Reports Third Quarter Highlights

SIMON Reports Third Quarter Highlights

New marketplace will enable financial advisors to centralize their activity across direct fund and feeder fund investments.

SIMON Partners with +SUBSCRIBE to Launch Alternative Investment Fund Marketplace for Wealth Managers

SIMON Welcomes AIG Life & Retirement to Annuities Platform

Hello Digital Assets: SIMON and NYDIG Partner to Deliver Bitcoin Education and Investments to Financial Professionals

SIMON Reports Second Quarter Highlights

SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform

SIMON Says Hello to Variable Annuities, Expanding the Insurtech’s Marketplace Lineup to Deliver Holistic Retirement Solutions to Wealth Management Professionals

New Insurtech Hub for Wealth Management Launches with Hybrid Distribution

SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform

SIMON Leverages Digital Experience and Network Reach to Design Cryptocurrency Educational Platform for Wealth Managers

SIMON Expands ETF Footprint by Adding First Trust Target Outcome ETFs® to the SIMON Platform

SIMON Welcomes Brighthouse Financial to Annuities Platform

SIMON and Cetera Launch Innovative Access to Annuity Solutions

SIMON Kicks Off 2021 with “Best Places to Work” Awards from Built In

SIMON Invests in Key Strategic Growth, Welcomes Scott Stolz as Head of Insurance Solutions

SIMON Expands Annuities Marketplace as Global Atlantic Joins Platform

SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs

SIMON Expands Annuities Marketplace as Symetra Joins Platform

SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace

SIMON Announces Integration with EbixExchange’s AnnuityNet; Expands InsurTech Platform with New e-App Capabilities

SIMON Launches Dynamic New Website, Showcasing Industry-Leading Education and Analytics Platform for Financial Advisors

Matt Schartman

SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) and Raymond James Financial (“Raymond James”) have now unveiled integration that brings SIMON’s end-to-end digital platform for annuities to all 8,000+ Raymond James advisors.

SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities

SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) today announced a new partnership with Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries.

SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities

SIMON Markets LLC Forms Partnership with Insurance Technologies; Expands Cloud-Based Investment Platform with Integrated Annuity Illustration Capabilities

SIMON Markets LLC (“SIMON”) is pleased to introduce Great American Life Insurance Company® (“Great American”)—a leading provider of annuities in the U.S.—as the second insurance carrier to offer products on SIMON’s new annuities platform for wealth managers.

SIMON Markets LLC Expands InsurTech Platform; Introduces Great American Life as Second Carrier to Deliver Annuity Products to Market

SIMON Markets LLC (“SIMON”) today ­­announced that it has expanded its digital platform to empower financial professionals to navigate the multifaceted world of indexed annuities to better serve their clients. Partnering with Prudential, SIMON is reshaping how financial professionals use annuities for retirement planning.

SIMON Markets LLC Launches InsurTech Platform for Annuities and Partners with Prudential to Deliver First Annuity Product to Market

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