Steven Simon-Mutual of Omaha Investor Services

Steven Simon-Mutual of Omaha Investor Services My mission is helping people.

You’ve got a nest – what about a safety net? Having the right insurance coverage in place is an important safeguard to h...
03/15/2022

You’ve got a nest – what about a safety net? Having the right insurance coverage in place is an important safeguard to help protect your family. Contact me if you’d like to learn more.
*Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company

A recent estimate put the cost of furnishing a house at around $16,000. Don’t get sticker shock—plan a decorating budget...
03/01/2022

A recent estimate put the cost of furnishing a house at around $16,000. Don’t get sticker shock—plan a decorating budget that helps you be cozy and financially stable. Check out 6 other overlooked costs of home ownership: https://bit.ly/3plCT4R
*Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company

Did you know the average homeowner pays around $400 a month for utilities, while renters pay an average of $100-150? Don...
02/16/2022

Did you know the average homeowner pays around $400 a month for utilities, while renters pay an average of $100-150? Don’t get caught off guard—make sure to create and implement a budget. Check out a few other overlooked costs of home ownership: https://bit.ly/3plCT4R
*Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company

Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will ap...
02/11/2022

Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2022 if you're enrolled in Original Medicare Part A and Part B.

Medicare costs are going up in 2022.

How long would your savings last if you lost your income? Would you need to dip into your retirement accounts to make en...
11/21/2020

How long would your savings last if you lost your income? Would you need to dip into your retirement accounts to make ends meet?

People often think disability income insurance is part of their workplace coverage, then find out too late that it’s not...
11/11/2020

People often think disability income insurance is part of their workplace coverage, then find out too late that it’s not – or isn’t enough.

Disability income insurance premiums might not be as expensive as you think. When it comes to helping protect what might...
11/01/2020

Disability income insurance premiums might not be as expensive as you think. When it comes to helping protect what might be your most valuable asset, how can you afford not to protect your income?

You have insurance to protect your house and car. Why not have coverage to help replace your income if you became injure...
10/22/2020

You have insurance to protect your house and car. Why not have coverage to help replace your income if you became injured or sick and were unable to work?

The odds are that you probably know someone who has been impacted by breast cancer. Stay aware and learn the five steps ...
10/14/2020

The odds are that you probably know someone who has been impacted by breast cancer. Stay aware and learn the five steps to complete a breast self-examination: https://bit.ly/3jKaqRT

People sometimes think they’re invincible. But life-changing, disabling events can occur to anybody at any time.
10/13/2020

People sometimes think they’re invincible. But life-changing, disabling events can occur to anybody at any time.

Mutual of Omaha has been recognized by Forbes Media, in partnership with Statista, as one of America’s Best-In-State Ins...
10/13/2020

Mutual of Omaha has been recognized by Forbes Media, in partnership with Statista, as one of America’s Best-In-State Insurance Companies for Permanent Life Insurance in Michigan and Texas for 2021. I am proud to work for a company that is trusted and respected by our clients! Learn more about the basics of life insurance here: https://bit.ly/34BZdg6.

Forbes partnered with market research firm Statista to survey over 20,000 customers and produce our first annual look at the Best Insurance Companies in Each State. Our rankings cover five products: Auto, Homeowners, Renters, Term Life and Permanent Life Insurance.

65% of Americans have saved little to nothing at all, which could make retiring quite difficult. Are you on track for wh...
12/27/2018

65% of Americans have saved little to nothing at all, which could make retiring quite difficult. Are you on track for when you want to retire? If you know you're not, or if you're not sure, reach out to me to learn more!

"The average American has less than $5,000 in a financial account, a quarter to a fifth of what you should have."

Address

851 NW Broken Sound Pkwy
Boca Raton, FL
33487

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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