Simon Makarov

Simon Makarov is a dedicated Financial Professional at New York Life Insurance Company, leveraging his extensive expertise to deliver comprehensive financial solutions tailored to his clients’ unique needs. In his current role, Simon specializes in designing and implementing strategic insurance and investment plans that encompass college funding, retirement income strategies, long-term care planning, and estate preservation. His deep understanding of financial products, combined with his strong analytical skills, enables him to assess client needs accurately and recommend personalized solutions that align with their long-term goals.

Simon has been instrumental in managing a diverse portfolio, consistently achieving high client satisfaction scores—currently at 90%—by providing exceptional customer service and fostering long-term relationships. His key projects include developing innovative retirement planning strategies that optimize tax efficiency and cash flow, as well as creating comprehensive risk management plans to safeguard clients’ financial futures. His expertise in business planning and sales growth has contributed to expanding his client base and strengthening the firm’s market presence.

With a keen aptitude for problem-solving and adaptability, Simon excels in navigating complex financial landscapes, ensuring clients receive tailored advice that maximizes their financial security. His skills in marketing management and sales strategy have also played a vital role in educating clients about the importance of proactive financial planning. As a team-oriented professional, Simon collaborates effectively with colleagues and clients alike, demonstrating critical and creative thinking to deliver solutions that promote long-term success. His commitment to excellence and continuous learning positions him as a trusted advisor in the competitive landscape of financial services.