Pacific Southwest Financial has Field Consultants available for both wholesale and retail point of sale support to assist in insurance planning and underwriting.
Specialty Departments Include:
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- Disability: Crystal Clark: 913-797-7789
- Long-Term Care
Hybrid Zack Derryberry: 281-608-2899
Gil Edwards: 425-284-2148Traditional
Jake Rosow: 800-269-2622
Alexa Beach: 800-269-2622 - Annuities (Fixed) Alain Wittman: 763-450-4708
- Life Settlements
Steve Frank: 818-390-1211 - Captives (Domestic only) Rick Maholchic: 818-702-0889 Ext. 1146
- Advanced Planning Team
Damien Glennon, MSF, MSFP, ChFC, CLU
*Please inquire with your PSF Contact*
- Private Placement Rick Maholchic: 818-702-0889 Ext. 1146
- Case Design Services
James Eddy: 818-702-0889 Ext. 1129Milt Brenner: 858-546-8686 Ext. 1220
Nate Thurbee: 818-702-0889 Ext. 1109