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With a highly personalized approach, and adhering to the motto “I am my clients,” Adam works closely with each of his clients to ensure that their needs are addressed.
Adam Simon Insurance Services, Inc., currently represents over 50 of the top-rated insurance carriers in North America. The firm specializes in arranging the right “match” between carrier and client. The company’s clientele is made up of many of the entertainment industry’s leading major motion picture and television studio executives, producers, directors, writers, performers, musicians, talent agents, production and post-production personnel, along with attorneys, business managers and legal affairs executives.
The firm’s primary focus is to provide financial
strategies with the use of Life, Health, and/or Disability
Income Policies Insurance. These plans are either individual or group, and they're in the personal, business, and/or estate markets. In addition, one of Adam's fortes is the implementation of the Supplemental Executive Retirement Plan (SERP), an alternative with less restrictions to more common retirement plans.
Adam’s unique approach allows him to first Review the existing policies of each client, then to Evaluate them to determine if they are fulfilling the client’s expectations and needs, and then, finally, to Recommend either new, more updated and comprehensive coverage, or to simply retain the existing policies.
In addition to the policies designed and delivered by Adam, his clients are also the beneficiaries of his innate “networking” skills. Adam is widely renowned for introducing many of his clients to other clients, in the hopes of advancing careers and helping to facilitate potential new business opportunities. These networking opportunities are a highly effective “value-added” service the firm naturally provides.
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