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Matt Simons
Annuity Consultant, 518.610.2330
Send me an email and let's meet

About me:

As an Annuity Consultant for New York Life Annuities I am responsible for covering annuity distribution across all channels in Maine, New Hampshire, Vermont and Buffalo, NY.  In this role, my priority and goal is to educate and connect with financial advisors, so they can be fully equipped for each of their client’s unique financial scenarios. From protected growth to guaranteed retirement income, I share New York Life’s commitment to helping clients retire more confidently. I am proud to work for a AAA* rated company that puts their policyholders, first.  

I bring a decade of experience in the financial services industry. I have been with New York Life since 2015, covering the Bank, Wirehouse and Independent channels as part of the Internal Sales Team.  

A native of upstate New York, I graduated from The State University of New York College at Cortland, earning a Bachelor of Science degree in Business Economics.  In my spare time, I enjoy traveling, playing baseball, and spending time at the beach or in the mountains with my fiancé, Sarah, and our dachshund.

 

*New York Life insurance and Annuity Corporation (NYLIAC) has received the highest financial strength ratings. Individual independent rating agency commentary as of 10/18/2022: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+). 

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This material is being provided for informational purposes only, and was not prepared, and is not intended, to address the needs, circumstances and objectives of any of individual or groups of individuals. New York Life, its affiliates, employees and agents are not making a recommendation that any of your particular clients purchase any specific products, and do not provide tax or legal advice.

Annuities are long-term financial products used for retirement purposes. Annuities contain certain fees and charges and there are risks, restrictions, and limitations to consider. Variable annuities are subject to market risk including possible loss of principal. Withdrawals or surrenders may be subject to ordinary income taxes and, if made prior to age 59½, may be subject to a 10% IRS penalty. Guarantees are based on the claims-paying ability of New York Life Insurance and Annuity Corporation (NYLIAC).

Clients should consider the charges, risks, expenses, and investment objectives carefully before purchasing a variable annuity. The product and fund prospectuses contain this and other information and can be obtained from a financial professional. Clients should read the prospectuses carefully before investing or sending money.

New York Life Variable Annuities are issued by New York Life Insurance and Annuity Corporation (“NYLIAC”), a Delaware Corporation. NYLIFE Distributors LLC, Member FINRA/SIPC, is the wholesale distributor and underwriter for these products. Both NYLIAC and NYLIFE Distributors LLC are wholly-owned subsidiaries of New York Life Insurance Company, 51 Madison Avenue, New York, NY 10010. Variable annuities offered through properly licensed registered representatives of a third party registered broker dealer.

Income annuities and deferred annuities are issued by New York Life Insurance and Annuity Corporation (a Delaware Corporation), 51 Madison Avenue, New York, NY 10010.

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