Mark L. Simon, Lutcf

Mark L. Simon, Lutcf Email and Phone Number

IRA Distribution Specialist/Tax Free Retirement Strategies @ Hillhurst Insurance And Financial Services, Inc.
Los Angeles, CA, US
Mark L. Simon, Lutcf's Location
Los Angeles, California, United States, United States
Mark L. Simon, Lutcf's Contact Details

Mark L. Simon, Lutcf work email

Mark L. Simon, Lutcf personal email

n/a
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.

Mark L. Simon, Lutcf's Current Company Details
Hillhurst Insurance And Financial Services, Inc.

Hillhurst Insurance And Financial Services, Inc.

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IRA Distribution Specialist/Tax Free Retirement Strategies
Los Angeles, CA, US
Website:
wheelerinsuresme.com
Mark L. Simon, Lutcf Work Experience Details
  • Hillhurst Insurance And Financial Services, Inc.
    Hillhurst Insurance And Financial Services, Inc.
    Los Angeles, Ca, Us
    View
  • Hillhurst Insurance And Financial Services, Inc.
    Principal
    Hillhurst Insurance And Financial Services, Inc. Jan 2023 - Present
  • Diversified Benefits Insurance Services
    Prinicipal
    Diversified Benefits Insurance Services May 2005 - Jul 2023
    Los Angeles, Us
    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.
    View
  • Fraser Financial Group
    Financial Services Professional
    Fraser Financial Group Dec 2007 - Jan 2011
  • Esquire Deposition Services
    Sales Executive
    Esquire Deposition Services 2001 - 2004
  • Archer Management Services
    Sales Executive
    Archer Management Services 1999 - 2001
  • Continental Graphics
    Sales Executive
    Continental Graphics 1997 - 1998
  • Ikon Office Solutions
    Sale Executive
    Ikon Office Solutions 1996 - 1997

Mark L. Simon, Lutcf Skills

Employee Benefits Retirement Estate Law Trust Services Business Continuity Planning Insurance Small Business New Business Development Strategic Planning Sales Account Management Disability Insurance Negotiation Public Speaking Marketing Coaching Leadership Strategic Financial Planning Life Insurance Health Insurance Term Life Insurance Retirement Planning Fixed Annuities Long Term Care Insurance Investments Financial Services Finance Estate Planning Long Term Care 401k Budgets Wealth Financial Planners Wealth Management Financial Advisory Underwriting Whole Life Mutual Funds Critical Illness Strategy Iras High Net Worth Individuals Brokers Financial Planning

Mark L. Simon, Lutcf Education Details

  • California State University, Northridge
    California State University, Northridge
    Psychology
  • Los Angeles Valley College
    Los Angeles Valley College
    Economics
  • Van Nuys High School
    Van Nuys High School
    General

Frequently Asked Questions about Mark L. Simon, Lutcf

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 the current company?

Mark L. Simon, Lutcf's current role is IRA Distribution Specialist/Tax Free Retirement Strategies.

What is Mark L. Simon, Lutcf's email address?

Mark L. Simon, Lutcf's email address is ma****@****inc.com

What schools did Mark L. Simon, Lutcf attend?

Mark L. Simon, Lutcf attended California State University, Northridge, Los Angeles Valley College, Van Nuys High School.

What are some of Mark L. Simon, Lutcf's interests?

Mark L. Simon, Lutcf has interest in Children, Education, Health.

What skills is Mark L. Simon, Lutcf known for?

Mark L. Simon, Lutcf has skills like Employee Benefits, Retirement, Estate Law, Trust Services, Business Continuity Planning, Insurance, Small Business, New Business Development, Strategic Planning, Sales, Account Management, Disability Insurance.

Who are Mark L. Simon, Lutcf's colleagues?

Mark L. Simon, Lutcf's colleagues are Heather Wheeler.

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