Pacific Southwest FinancialAdvisor Planning Platform

“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