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 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 advisers using our core competencies of life insurance, annuities, disability insurance, and long term care. 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 102

Westlake Village, CA 91362

 

Phone: (805) 413-0251

Fax: (805) 435-1616

 

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A BGA affiliate office

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