Life insurance evolves by the minute. Watermark Life keeps you up to speed.
Upcoming Events
-
STUDY GROUP: How This All Works: A Deep Dive Into Underwriting, Processing and Case Management
Learn how to get more cases sold, placed and closed.
Tuesday, July 19, 10 a.m. - via Zoom
LIMITED SPOTS AVAILABLE - REACH OUT TO YOUR WATERMARK REP TO JOIN
Previous Presentations
Estate Planning Attorney Brian Standing joins the crew at Watermark Life to discuss life insurance opportunities in a rapidly changing tax landscape.
We discuss urgent changes in estate planning that create urgent life insurance sales ideas, forming preferred partnerships with attorneys and CPAs and how life insurance fits into the general estate planning strategy.
Watermark Director of Premium Finance Tim Whitmore joins us for this interactive presentation about the exploding PF market.
Tim helps explain why the Premium Finance market is booming, how to find the right PF candidates, how to build a sound PF policy and how to partner with the right carriers and lenders.
CEO Talia Jacqueline of Visceral Impact takes us through the deep psychology of the sales process and breaks down the boomerang effect that happens when we communicate. In short: The client's emotions are informed by your emotions.
Erik Averill of Athletes Wealth Management joins the Watermark Life team to discuss how to recruit and sell to athletes and HNW individuals.
Meet Our Crew Webinar
Learn more about who we are and what we do at Watermark Life
A Review of AG 49-A Revisions with John Hancock
In Case You Missed It
We were joined by professional skateboarder turned real estate investor Mikey Taylor for a conversation on marketing, brand-building and providing value as a financial professional
Mikey has parlayed his popularity as a professional athlete into a second career using some of the very same principles: Offer value, become a resource, and success will follow.
You'll learn:
About building your brand and using marketing and digital marketing to not just build an audience, but convey your skill, savvy and trustworthiness
Tips on how to carve out a niche, bolster your believability and convey a sense of purpose
How to combine sales and marketing into one cohesive pitch
News and Notes
