SIMON Invests in Key Strategic Growth, Welcomes Scott Stolz as Head of Insurance Solutions
NEW YORK–(BUSINESS WIRE)–#HelloSIMON–SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to introduce Scott Stolz, CFP®, RICP® as Head of Insurance Solutions. In this newly created position, Stolz is responsible for expanding the reach of SIMON’s annuities platform across new channels and will play an integral role in the development and release of new analytics and design capabilities as the insurtech platform achieves new scale.
Stolz joins SIMON with 35+ years of experience in the insurance industry, industry-wide recognition for his leadership, and an aligned vision for delivering a simplified pre- and post-sale experience for financial professionals. He most recently served as President of the Raymond James Insurance Group, Global Wealth Solutions, overseeing Annuities & Insurance. Prior to his 15½-year tenure with Raymond James, he served as Senior Vice President of Jackson National Life, Vice President of North American Security Life, and Senior Vice President of SunAmerica. Stolz earned both a BSBA and MBA from Washington University in St. Louis, with a focus in Finance.
A frequent contributor to industry publications on insurance-related topics, Stolz has authored articles featured in Financial Advisor Magazine, ThinkAdvisor, Research Magazine, and Investment News. He is an active leader who appreciates the opportunity to volunteer his time for social and professional causes, dedicating time each year to SunCoast United Way, and formerly serving on the boards of the Insured Retirement Institute, LIMRA’s Retirement Institute, and as a Board Trustee for the American College of Financial Services.
Stolz’s leadership, including his thought leadership, will enhance and expand upon SIMON’s ability to deliver new growth opportunities that enable financial professionals to serve their clients with sophisticated wealth planning solutions. “Scott’s comprehensive experience, disciplined focus, and drive to deliver superior solutions that exceed expectations make him an ideal fit to lead our firm’s strategic growth and development in the insurance solutions space,” said SIMON’s Chief Distribution Officer, Scott Beshany. “His approach and significant experience will further fuel deep integrations with our diverse client base.”
Stolz added: “SIMON is an exceptional company with a unique vision. Becoming part of the SIMON family allows me to build upon the relationships I have formed over many years, help more advisors access the unique capabilities SIMON delivers, and enhance the value financial professionals are in turn able to deliver to their clients. Expanding SIMON’s footprint in the insurtech space is an exciting step for SIMON platform users, and for the annuities industry as a whole.”
An award-winning fintech company, SIMON is committed to transforming the digital experience for financial professionals, enabling them to better serve their clients. SIMON’s intelligent and innovative platform delivers an end-to-end digital suite of tools to more than 50,000 financial professionals, who serve more than $3 trillion in assets, empowering them with on-demand education, an intuitive marketplace, real-time analytics, and lifecycle management. With a focus on reshaping the advisor experience, SIMON is setting new industry standards, simplifying the complex, and delivering structured investment and insurance solutions—and now defined outcome ETFs too—to investment professionals, centralized within one unique ecosystem.
For more information about SIMON, visit www.simon.io and follow the company on LinkedIn. Securities products and services offered by SIMON Markets LLC, a broker-dealer registered with the SEC, Member FINRA / SIPC. Annuities and insurance services provided by SIMON Annuities and Insurance Services LLC.
SIMON Markets LLC