Nicole Rex, Cepa

Nicole Rex, Cepa Email and Phone Number

Westlake Village, CA, US
Nicole Rex, Cepa's Location
Westlake Village, California, United States, United States
Nicole Rex, Cepa's Contact Details

Nicole Rex, Cepa work email

Nicole Rex, Cepa personal email

Nicole Rex, Cepa phone numbers

About Nicole Rex, Cepa

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

Nicole Rex, Cepa's Current Company Details
The Stream Protection Plan

The Stream Protection Plan

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Co-Founder
Westlake Village, CA, US
Nicole Rex, Cepa Work Experience Details
  • The Stream Protection Plan
    Co-Founder
    The Stream Protection Plan
    Westlake Village, Ca, Us
  • The Stream Protection Plan
    Co-Founder
    The Stream Protection Plan Nov 2022 - Present
    Westlake Village, California, Us
  • Watermark Insurance Services, Inc.
    Owner
    Watermark Insurance Services, Inc. Jan 2011 - Present
    Westlake Village, Ca, Us
    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.
  • Naifa San Diego
    President
    Naifa San Diego Jun 2014 - Jun 2015
    Arlington, Virginia, Us
  • Back Nine Insurance
    Brokerage Director
    Back Nine Insurance Jan 2009 - Jan 2013
    Westlake Village, Ca, Us
    Life, Long Term Care, Disability Income & Annuity Insurance General Agent
  • Naifa San Diego
    Programs Chair
    Naifa San Diego 2011 - 2012
  • B. Riley & Co.
    Conference Director
    B. Riley & Co. Mar 2007 - Nov 2008
    Los Angeles, Ca, Us

Nicole Rex, Cepa Education Details

  • San Diego State University
    San Diego State University
    Special Events
  • Oak Park High School
    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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