SECURE YOUR FUTURE
WITH COMPREHENSIVE LIFE INSURANCE AND TAX-FREE RETIREMENT SOLUTIONS
WHAT WE OFFER
Discover our customized life insurance and tax-free retirement fund strategies, ensuring your family's financial security and growth for your future.
WHAT WE DO
The Simon Agency
At The Simon Agency, we specialize in securing futures nationwide through comprehensive life insurance and tax-free retirement solutions. With a steadfast commitment to your financial well-being, we provide tailored strategies that offer peace of mind and assurance for what lies ahead.
Our dedicated team understands the importance of safeguarding your loved ones and your own financial stability. We work closely with you to navigate the intricate landscape of life insurance and annuities, ensuring that you're equipped with the knowledge and coverage you need.
Whether you're looking to create a legacy, plan for retirement, or protect your family's future, we're here to guide you every step of the way. With years of expertise, a client-centered approach, and a focus on delivering high-quality service, our agency is your trusted partner in building a secure tomorrow.
Why Choose Us? It's Simple
Comprehensive Plans
Diverse selection of personalized life insurance and/or tax-free retirement plans tailored to your unique financial goals. We are partnered with over 20 carriers.
Simple, Hassle-free Process
We do the heavy lifting to secure your coverage needs so you don’t have too
Consult with Experienced Agents
Receive personalized guidance from our seasoned team of experts to help you make educated choices on the best options for you.
ABOUT THE OWNER
Hi! I'm Karena Simon
Hi! I'm Karena Simon, CEO of The Simon Agency. With a solid 15 years of experience in the financial services arena, I've honed my skills to provide top-notch expertise to my clients while building an agency of dedicated agents to do the same. I hold a Master's degree in Business Administration and have been a licensed agent since 2008.
Throughout my career, I've navigated various aspects of the financial world, including business lending, credit counseling, insurance, and retirement planning. But my true passion lies in more than just numbers – it's about making a real impact. I'm on a mission to bridge the wealth gap through financial education and access to actionable financial resources.....
OUR CARRIERS
JOIN OUR TEAM
Career Opportunities
Are you an active or aspiring agent with a passion for helping people and making sure their financial future is protected ?
Join Our Team! Find out how you can join our team of extraordinary agents and become financially independent by delivering quality, life-changing products to families across the nation!