Nicole Rex, Cepa Email & Phone Number

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