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NICOLE REX

Meet Nicole Rex:
Nicole Rex is the Founder and CEO of Watermark Insurance Services, Inc. located in Westlake Village, CA.
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.
Meet Nicole Rex:
Nicole Rex is the Founder and CEO of Watermark Insurance Services, Inc. located in Westlake Village, CA.
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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- Website:
https://www.watermarklife.com - Phone: (818) 577-6762
- City: Westlake Village
- State: California
- Postal Code: 91361
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: The Stream Project Plan
NICOLE REX

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
