Simon: any unfamiliar tool will take time for advisors to adopt

The main objective of Simon is to allow advisers to better understand the investment options within the product to help them more efficiently figure out how to allocate the client's money, according to Scott Stolz (pictured) , head of insurance solutions for Simon Markets, who joined from Raymond James earlier this year . “We actually started with indexed and structured annuities on the platform because those are the ones within annuity products that are most similar to structured investm