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Watermark Life
Our Story
People
Purpose
Our Approach
Partnering With Us
Strategies
Our Network
Carriers
Ongoing Education
Your Resources
iPipeline Quoting Software
iGo e-Application
CareMatters Quote
WinFlex Web Quoting Software
Carrier Forms
Product Information
Underwriting Guidelines
Agent Portal
MarkMaker Trip
Recent Carrier Updates
Watermark Wealth Blog
Lets connect
Folder: Our Story
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People
Purpose
Folder: Our Approach
Back
Partnering With Us
Strategies
Folder: Our Network
Back
Carriers
Ongoing Education
Folder: Your Resources
Back
iPipeline Quoting Software
iGo e-Application
CareMatters Quote
WinFlex Web Quoting Software
Carrier Forms
Product Information
Underwriting Guidelines
Agent Portal
MarkMaker Trip
Recent Carrier Updates
Watermark Wealth Blog
Lets connect
Case Study: Charitable Giving via Life Insurance
Jon Gold 2/13/25 Jon Gold 2/13/25

Case Study: Charitable Giving via Life Insurance

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How to Write a Bigger Case

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Case Study: Using an Indexed Universal Life (IUL) Policy for College Funding

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The Sunsetting of the Tax Cuts and Jobs Act of 2017: What it means for you and your clients

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Stream Case Study: Business Owner Discovers a Better Way to Leverage

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Life Insurance and LTC Year in Review

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Finishing strong in 2024!
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Finishing strong in 2024!

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Are you worried about unpredictability?
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Are you worried about unpredictability?

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November is LTC Awareness Month. NOW is the time to act!
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November is LTC Awareness Month. NOW is the time to act!

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Case Study: Selling a Business to Fund Retirement

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Why Group Insurance Isn't Enough.  Secure Your Future with Individual Life Insurance.
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Why Group Insurance Isn't Enough. Secure Your Future with Individual Life Insurance.

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Ensuring Financial Security for Your Clients
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Ensuring Financial Security for Your Clients

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Boost Sales: The Essential Role of Life Insurance for Non-Working Spouses
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Boost Sales: The Essential Role of Life Insurance for Non-Working Spouses

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Not Everyone is Preferred
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Not Everyone is Preferred

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Selling need. Not cost.
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Selling need. Not cost.

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Executive Benefits Strategy: A Fresh Approach
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Executive Benefits Strategy: A Fresh Approach

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D.I. WHY? The importance of disability insurance
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D.I. WHY? The importance of disability insurance

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The Devil is in the Details in Case with Cardiac Complications
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The Devil is in the Details in Case with Cardiac Complications

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The Power of the Beneficiary Review
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The Power of the Beneficiary Review

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Does it EVER make sense to self-insure?
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Does it EVER make sense to self-insure?

By Alan Friedman

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Watermark Life™
2659 Townsgate Road, Suite 105
Westlake Village, CA 91361

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Watermark Life™ is not a registered broker-dealer nor a registered investment advisor. Watermark Life™ and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.

Clearing agent: Fidelity Clearing & Custody Solutions. Securities offered through Vanderbilt Insurance and other agencies.

Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100

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