Welcome to Watermark Life, a Brokerage General Agency


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.


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Committed to Our Clients

Watermark Tools

Watermark Insurance Services is your right hand for processing life insurance and annuity business. Take advantage of our support, experience, education, and dedication to make your professional life more efficient.

We are committed to partnering with financial advisors using our core competencies of life insurance, annuities, disability insurance, and long term care insurance. We distinguish ourselves by providing insurance and investment providers with advanced marketing.

You will find using Watermark's collaborative tools to be a great way of increasing productivity as well as a powerful way of staying in touch and up to date.

2659 Townsgate Road, Suite 116

Westlake Village, CA 91361


Phone: (805) 413-8492

Fax: (805) 435-1616


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A BGA affiliate office

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