Consistently delivering dependable results by adding value and creativity, that are sure to leave a mark!

Watermark Life, a Refreshing Change

Watermark Insurance Services caters to the upscale advisor utilizing our unique talents and experiences within the life insurance, annuity, disability and long term care insurance transaction. We specialize in point-of-sale support, advanced marketing, and creative estate and business planning techniques. Our concierge level of service includes carrier and product expertise, underwriting negotiation and complete back office processing. Our ideologies complemented with sales support, underwriting services and our core values will best prepare our advisors for the everyday needs of their clients.

Who We Are

Watermark Insurance Services

Take advantage of our support, experience, education and dedication to make your professional life more efficient.

Our Commitment

WE ARE COMMITTED TO

Partnering with financial advisors using our core competencies of life insurance, annuities, disability insurance and long term care.

Our Tools

OUR TOOLS

Watermark’s collaborative tools are a great way to increase productivity as well as a powerful way of staying in touch and up-to-date.

Our Experience

Our core values are built on providing the trusted advisor community with the most creative and suitable solutions, utilizing state-of-the-art products and services.

As an “advisor’s advisor” our goal is to be your resource and single source provider to assist you in meeting your client’s life, annuity, long-term care and disability insurance needs. Our team of professionals has the expertise, talent and client focus to get the job done for you. Our proven track record, and industry experience allows us to creatively and effectively identify solutions across a broad spectrum of needs and situations.

Meet Our Principals

Neil Churchill
Neil ChurchillPrincipal, Brokerage Director
Nicole Rex
Nicole RexPrincipal, Brokerage Director

Our Companies

Watermark is proud to represent the following companies.

Our Services

At Watermark we are proud to offer many competitive services to help you succeed. Here are some of the services we offer.

Term & UL Software

Term & UL Software

Helping Guide Your Decisions

Annuity Resources

Annuity Resources

Stay Current on Annuity Information

Carrier Forms

Carrier Forms

Find The Right Carrier Forms

Underwriting Guidelines

Underwriting Guidelines

View Underwriting Guides

Electronic Applications

Electronic Applications

Submit & Issue Business Faster

Underwriting

Underwriting

Get Impaired Risk Forms

We Love our Agents, And They Love Us.

We are fully dedicated to the success of our agents. When you partner with Watermark, there is no need to worry about customer support. Check out what our agents are saying about us!

“WOW – This is the Best Agency I have ever worked with.”

Watermark’s team are some of the most gifted people I’ve ever had the pleasure to work with. Not only are they top product visionaries in our industry but have an uncanny way of making everyone around them look like superstars. While most of us either have the ability to create or the ability to analyze, Watermark has the perfect balance of both left and right brain functions. That balance enables them not only to design the ideal product for my clients, but allows an agent, like myself, to follow their suggestions with unrelenting passion. – Keith, Beverly Hills, CA

In an industry where service means everything, very few can match Watermark’s ability to provide excellent guidance and product knowledge. They have terrific communication and organizational skills and do it all with a smile!
David, New York, NY
I have worked with Watermark for many years now and have always been impressed with their efficiency and willingness to go the extra mile for my clients.
Olivia, Miami Beach, FL
Under pressure, there is no one you would rather have by your side than the Watermark team. They are incredibly smart and creative people. Watermark leaves their mark on every agent and agency they work with, as they are fun and extremely creative. Their tenacity always makes projects that we work on together successful.
Hunter, Austin, TX

Contact Us

Let’s Connect!

Check us out and see what we are all about! Please complete this form and you will hear back from us shortly.

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2659 Townsgate Road, Suite 134
Westlake Village, CA 91361

Phone: (844) 526-7210
eMail: info@watermarklife.com