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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

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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. 

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