At Pacific Southwest Financial, our focus is working with financial advisors to bring creative insurance-based planning solutions to their clients, such as wealth accumulation, protection, and transfer goals.
Offers a wide spectrum of insurance consultancy services, ranging from local field support to in-house specialists to service Life Insurance, Disability, and Long Term Care planning needs.
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The PSF Life Sales Desk is dedicated to making the process easier for policy reviews and smaller insurance transactions where field support is not necessary, allowing you to spend more time with your clients.
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Doing life insurance business with Capitas Financial just got easier and saves you time. Start with one page "Application Request" form and see how easy it is!
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We have the utmost respect for your client relationships. This is why
we partner with financial firms and individual advisors to provide life insurance solutions. Our goal is to provide you and your clients appropriate recommendations with clear expectations of the process.
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