David B. Simon is the President of the InterVivos Foundation and is a member of its Board of Directors. He is the creator and co-founder of A.L.P.S.℠, the nation’s first and only consumer-oriented life insurance premium finance program. The company he co-owns with his wife, Pam, was the first in life insurance premium finance.
Since 1988, Mr. Simon has overseen the administration of thousands of policies with billions of dollars of death benefits, billions of dollars in financing and hundreds of millions of dollars in cash value on behalf of nation’s largest lenders. Through his company, Mr. Simon was the first to securitize life insurance cash values in 1994 with Continental Bank, Fuji Bank and Life Investors. His company has originated over thousands of life insurance policies and acted as administrator of billions of dollars of bank loans on behalf of AEGON, Lincoln Benefit Life, American National Life, JPMorgan Chase, Citibank, and Bank of America, among others.
David has lectured at company seminars as well as life insurance, agent, carrier and bank meetings across the United States.
Mr. Simon is an attorney with extensive background in banking, finance and life insurance. Over the years, Mr. Simon has been active in many charitable organizations and currently serves on charitable boards and a charitable endowment. He is a graduate of the University of Michigan and earned his law degree from the University of California (Hastings).