We sell more than just insurance.
We sell expertise.

 Let Watermark Life find the right solutions for you using any of these advanced strategies:

 Premium Financing

As an approved premium financing vendor for top carriers, Watermark Life facilitates complex cases for its agents and financial advisors. We have one of the top minds in the field and partnerships with several top-tier banks. With interest rates at all-time lows and easy access to money, let Watermark Life help your qualified clients make someone else’s money work for them.

 Business Planning

 

  • Buy/Sell

  • Key Man

  • Captive Insurance

  • Split Dollar

  • Deferred Compensation Plans

  • Succession and Exit Planning

  • Defined Benefit Planning

 Annuities

As the only product that can guarantee your client lifetime income, the landscape of annuities has become more complex in recent years. Whether a client is looking for asset accumulation or distribution strategies, Watermark Life can help you choose the right company and product.

Life Insurance

Life insurance goes further than simple term insurance. Watermark helps agents find the right kind of plan for their clients, especially those who have advanced needs.

  • Estate Planning

  • Charitable Planning

  • Business Planning

  Disability Insurance

Disability Insurance is important for the middle-class and wealthy to protect their income from injury or accident that does not occur on the job. If your client works in an injury-prone profession or one of great specialization, they should be protected with disability insurance. Doctors, attorneys and therapists are prime candidates for disability insurance, and we can help you tailor your message to that audience.

 Long-Term Care Insurance

Watermark Life helps determine the proper route for a client’s needs when it comes to LTC insurance. Finding a tailored LTC policy can be difficult to navigate in today’s landscape. Traditional LTC products have dropped in quality and guarantees in recent years, so let us help you find the right product for your client.

 

  • Asset-Based LTC

  • Hybrid Life

  • Traditional LTC

  • Chronic and Critical Care Riders