Nicole Rex, Cepa Email and Phone Number
Nicole Rex, Cepa work email
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Nicole Rex, Cepa personal email
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Nicole Rex, Cepa phone numbers
My team and I specialize in underwriting services and complete back office processing, which adds hours back into your day. But we’ve also been in the industry long enough to know that time may not be the only problem...As a financial advisor, you want to see more qualified prospects and close more business. We know that.As a wholesale insurance provider, we cater to both clients and agents, and that gives us intricate knowledge into the entire sales process. We extend that to you with hand-held support every step of the way.How do we do this?-We raise your game-We give you the expertise-We help you complete the saleI have built my reputation by operating with integrity and an underlying spirit of collaboration and partnership towards the benefit of my clients. The professionals I work with have my full commitment of personal attention, expert guidance, and a concierge level of service.Specialties: Asset MaximizationBusiness Succession PlanningDeferred CompensationEstate PlanningExecutive BonusImpaired RiskPolicy Review and EvaluationPremium FinancingLife SettlementsSupplemental Retirement IncomeWealth TransferAnnuitiesDisability InsuranceLong Term Care Insurance
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Co-FounderThe Stream Protection PlanWestlake Village, Ca, Us -
Co-FounderThe Stream Protection Plan Nov 2022 - PresentWestlake Village, California, Us -
OwnerWatermark Insurance Services, Inc. Jan 2011 - PresentWestlake Village, Ca, UsWatermark 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. -
PresidentNaifa San Diego Jun 2014 - Jun 2015Arlington, Virginia, Us -
Brokerage DirectorBack Nine Insurance Jan 2009 - Jan 2013Westlake Village, Ca, UsLife, Long Term Care, Disability Income & Annuity Insurance General Agent -
Programs ChairNaifa San Diego 2011 - 2012
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Conference DirectorB. Riley & Co. Mar 2007 - Nov 2008Los Angeles, Ca, Us
Nicole Rex, Cepa Education Details
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San Diego State UniversitySpecial Events -
Oak Park High School
Frequently Asked Questions about Nicole Rex, Cepa
What company does Nicole Rex, Cepa work for?
Nicole Rex, Cepa works for The Stream Protection Plan
What is Nicole Rex, Cepa's role at the current company?
Nicole Rex, Cepa's current role is Co-Founder.
What is Nicole Rex, Cepa's email address?
Nicole Rex, Cepa's email address is ni****@****ail.com
What is Nicole Rex, Cepa's direct phone number?
Nicole Rex, Cepa's direct phone number is +181857*****
What schools did Nicole Rex, Cepa attend?
Nicole Rex, Cepa attended San Diego State University, Oak Park High School.
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