SIMON

Markets Insight

How to Generate Alpha During a Low Growth Environment

Press Release

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

Maintaining Equity Exposure in Uncertain Times

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

Structured Investments 101

Education

Fixed Indexed Annuities 101

Market-Linked Notes

Market-Linked CDs

Key Risks

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

Jason Broder

It strikes me there are three time-tested approaches that can help us reach the other side of the current challenges we all face.

Structured Investment Highlights for Financial Advisors and Investors

Market Perspective

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 is a financial technology platform focused on changing the wealth management experience for financial advisors.

Market Analysis: A Powerful Story for Structured Investments

Following a historic week for global markets, the world is experiencing a lot of unknowns and uncertainty.

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

It’s important to make sure you have the tools to manage your portfolios and understand the products that can help you manage risk.

Skip the Headlines, Seek Perspective

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.

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