We’ve got your back (office).

Gone are the days of doing it alone. The days when all your BGA did was dot the i’s and cross the t’s.

 
 

We’re not just pushing paper for you. To make it in this fast-paced, ever-changing industry, you need a team that is 10 steps ahead. A team that is planning for your next cases when you’re just starting one. A team who gives you the tools to grow your business.

Why we exist.

We are here to put the life back in life insurance. We know that anyone can sell a product. Not everyone can sell peace of mind. Not everyone can sell a lifelong partnership. Not everyone knows that’s what life insurance is all about. 

 Raise Your Game

Our relationship begins with an introductory one-day insurance and sales training session, including access to leading experts in the Watermark Life family. This training is just as valuable for agents with 3 years of experience as agents with 30 years in the business.

 

Get the Expertise

We specialize in complex financial concepts and provide the knowledge you need for your clients. There are far too many products – and too many frequent changes in the industry – for an agent to be an expert on everything. We are the experts so you don’t have to be.

 

Close the Deal

We provide flawless back-end execution to create optimal results for both you and your clients. Our goal is to raise the bar of excellence within the brokerage community.

 

We are the next generation.

 

Life insurance is evolving, and there is change in the tide. Paddle out with us.