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.
- More than 25 years of operations with offices and support located on both the east and west coasts and over $50 Billion of inforce coverage our team is ready to assist. With 2021 Insurance Premiums over $200 million and a policy count of over 400,000 with over 4,000 contracted agencies and individuals we pride ourselves on servicing the advisor community. Pacific Southwest Financial offers sophisticated solutions for insurance professionals, financial planners, and other investment advisors. Our knowledgeable team of attorneys, finance professionals, and business specialists will help you properly integrate life insurance into your clients’ overall estate, business, or financial plan design.
- Capitas is an independent nationwide organization comprised of 17 General Agencies in more than 30 states with more than 110 field professionals specializing in life insurance to support firm and financial advisor relationships nationwide. Learn More
- PSF Field Support – Pacific Southwest Financial has Field Consultants available for both wholesale and retail point of sale support to assist in insurance planning and field underwriting. Learn More
- Specialty Departments – Pacific Southwest Financial has subject matter experts to support advisors with their product and planning needs in the following markets: Life Insurance, Annuities, Life Settlements, Private Placement, Premium Financing, Long Term Care, Hybrid LTC, Disability, Executive Benefits and more
- Underwriting – Pacific Southwest Financial has a senior underwriter on staff with more than 30 years experience. Medical records and lab work can be reviewed before sending to an insurance carrier to set expectations and find the best choice for your clients.
- Licensing and Administration – Pacific Southwest Financial can support all forms of commission administration. PSF can support an individual or agency with hundreds of advisors to accommodate their back office administrative needs.