AeroLeads people directory · profile
Mark L. Simon, Lutcf Email & Phone Number
IRA Distribution Specialist/Tax Free Retirement Strategies
at
Hillhurst Insurance And Financial Services, Inc.
1 work email found
@diversifiedbenefitsinc.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
IRA Distribution Specialist/Tax Free Retirement Strategies
Location
Los Angeles, California, United States
Who is Mark L. Simon, Lutcf? Overview
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Quick answer
Mark L. Simon, Lutcf is listed as IRA Distribution Specialist/Tax Free Retirement Strategies at Hillhurst Insurance And Financial Services, Inc., based in Los Angeles, California, United States. AeroLeads shows a work email signal at diversifiedbenefitsinc.com and a matched LinkedIn profile for Mark L. Simon, Lutcf.
Mark L. Simon, Lutcf previously worked as Principal at Hillhurst Insurance And Financial Services, Inc. and Prinicipal at Diversified Benefits Insurance Services. Mark L. Simon, Lutcf holds Bachelor Of Arts (B.A.), Psychology from California State University, Northridge.
Company email context
Email format at Hillhurst Insurance And Financial Services, Inc.
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*@diversifiedbenefitsinc.com
68% confidence
AeroLeads found 1 current-domain work email signal for Mark L. Simon, Lutcf. Compare company email patterns before reaching out.
Profile bio
About Mark L. Simon, Lutcf
"Two things threaten your retirement savings most:1) OUTLIVING your nest egg2) Heavy, immediate and unnecessary TAXATION. I specialize in protecting and preserving your retirement nest egg. Some of my solutions provide TAX FREE growth and TAX FREE distribution. Imagine having a TAX FREE bucket of money during retirement. Wouldn't it be amazing to have GUARANTEES in your RETIREMENT savings? How about having a bucket of money that, by contract, will not lose value because of a stock market down turn? If you are tired of waking up everyday wondering what happens in the Stock Market contact me to help you develop a plan for you that has absolutely NO STOCK MARKET DOWNSIDE RISK. I employ a ZERO IS YOUR HERO strategy and take gambling out of your finances and enjoy GUARANTEES."Specialties: * IRA Distribution Specialist* Section 101A of the Internal Revenue Code* Tax Free retirement* Estate Distribution strategies* Multigenerational IRA plan developmentI am licensed to sell insurance products in: California. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance business. California Insurance Licence No. 0E41454.
Listed skills include Employee Benefits, Retirement, Estate Law, Trust Services, and 40 others.
Current workplace
Mark L. Simon, Lutcf's current company
Company context helps verify the profile and gives searchers a useful next step.
Hillhurst Insurance And Financial Services, Inc.
Website
AeroLeads page
8 roles · 31 years
Mark L. Simon, Lutcf work experience
A career timeline built from the work history available for this profile.
Principal
Current
Hillhurst Insurance And Financial Services, Inc.
Jan 2023 - Present
Prinicipal
Most financial services professionals focus only on the accumulation of retirement funds in IRA's. I focus on the distribution strategies of those IRA's. I teach my clients how to generate guaranteed money for a lifetime so you do not outlive your money. Further, I develop strategies to avoid heavy, immediate and unnecessary taxation for you loved ones with what is remaining in those IRA's. I can also develop tax never buckets of money with no chance of losing anything to the lows of the stock market.
May 2005 - Jul 2023
Financial Services Professional
Fraser Financial Group
Dec 2007 - Jan 2011
Sales Executive
Esquire Deposition Services
2001 - 2004
~3 yrs
Sales Executive
Archer Management Services
1999 - 2001
~2 yrs
Sales Executive
Continental Graphics
1997 - 1998
~1 yr
Sale Executive
Ikon Office Solutions
1996 - 1997
~1 yr
3 education records
Mark L. Simon, Lutcf education
Bachelor Of Arts (B.A.), Psychology
California State University, Northridge
Economics, Economics
Los Angeles Valley College
Diploma, Business/Commerce, General
Van Nuys High School
FAQ
Frequently asked questions about Mark L. Simon, Lutcf
Quick answers generated from the profile data available on this page.
What company does Mark L. Simon, Lutcf work for?
Mark L. Simon, Lutcf works for Hillhurst Insurance And Financial Services, Inc..
What is Mark L. Simon, Lutcf's role at Hillhurst Insurance And Financial Services, Inc.?
Mark L. Simon, Lutcf is listed as IRA Distribution Specialist/Tax Free Retirement Strategies at Hillhurst Insurance And Financial Services, Inc..
What is Mark L. Simon, Lutcf's email address?
AeroLeads has found 1 work email signal at @diversifiedbenefitsinc.com for Mark L. Simon, Lutcf at Hillhurst Insurance And Financial Services, Inc..
Where is Mark L. Simon, Lutcf based?
Mark L. Simon, Lutcf is based in Los Angeles, California, United States while working with Hillhurst Insurance And Financial Services, Inc..
What companies has Mark L. Simon, Lutcf worked for?
Mark L. Simon, Lutcf has worked for Hillhurst Insurance And Financial Services, Inc., Diversified Benefits Insurance Services, Fraser Financial Group, Esquire Deposition Services, and Archer Management Services.
Who are Mark L. Simon, Lutcf's colleagues at Hillhurst Insurance And Financial Services, Inc.?
Mark L. Simon, Lutcf's colleagues at Hillhurst Insurance And Financial Services, Inc. include Heather Wheeler.
How can I contact Mark L. Simon, Lutcf?
You can use AeroLeads to view verified contact signals for Mark L. Simon, Lutcf at Hillhurst Insurance And Financial Services, Inc., including work email, phone, and LinkedIn data when available.
What schools did Mark L. Simon, Lutcf attend?
Mark L. Simon, Lutcf holds Bachelor Of Arts (B.A.), Psychology from California State University, Northridge.
What skills is Mark L. Simon, Lutcf known for?
Mark L. Simon, Lutcf is listed with skills including Employee Benefits, Retirement, Estate Law, Trust Services, Business Continuity Planning, Insurance, Small Business, and New Business Development.
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