“Please contact the Sales Desk for your customized booklet today! 818-702-0889”
Superior Underwriting Service and Streamlined Business Platforms:
- Turn-Key inforce policy review
- Expert local guidance on complex planning solutions
- Access to outside tax and legal advice
- Comprehensive Premium Financing support programs
- Access to experienced administration for advance business planning solutions
- In-house underwriter for positioning risks with carriers
- Foreign National Planning for Non-US citizen clients
- Paperless Online Term and Universal Life submission process
- Ability to obtain quotes and submit terms via mobile device
- Internal Proprietary Medical Records Service for speed and confidentiality
- Concierge Underwriting Platform for High Net Worth Cases
- All aspects of licensing and contracting services
- Simplified application for financial advisors to submit life business
Advanced Case Support & Design:
- Premium Financing
- Cash Flow Analysis
- Estate Calculation and Discounting Techniques
- Qualified and Non-Qualified Business Planning solutions
- Asset Leverage Positioning
- ESOP
- Captives
Call the PSF Life Desk: 818-702-0889
Kari Woods Ext. 1137
Brianna Guttman Ext. 1145
Annette Hlavac MGR Ext. 1140
Kari Woods Ext. 1137
Brianna Guttman Ext. 1145
Annette Hlavac MGR Ext. 1140