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Watermark Life Insurance Services
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Organization Overview
Watermark Life Insurance Services is a new concept BGA and caters to upscale advisors utilizing our unique talents and experiences within life insurance, annuity, disability and long term care transactions. We specialize in point-of-sale support, advanced marketing, premium finance, and creative estate and business planning techniques. Our concierge level of service includes carrier and product expertise, underwriting negotiation, and complete back office case processing. Our ideologies complemented with our sales support, underwriting services, and our core values will best prepare the advisors we work with for the everyday needs of their clients. Nicole Rex founded the company in 2013 in Westlake Village, CA.
