2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
RESOURCE & SOLUTION LABS
Nicole Rex
CEO
The Key to a Smooth Business Transition
CONNECT ON LINKEDIN
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...
ABOUT NICOLE
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.
