Pacific Southwest FinancialLife Made Simple

PSF Life Made Simple, Application Request

Doing life insurance business with Capitas Financial just got easier and saves you time.
Start with the one page “Application Request” form and see how easy it is!

How does it work?

  • You complete the one page “Application Request” and return to our office via fax (818.264.2359) or scan to. Attn: Richard Hall /
  • Provide your client(s) with the “What to Expect Next” brochure “Interview Preparation Tool”.
  • A licensed representative will call your client(s) at the
    desired time to complete the application and schedule the
    insurance exam.
    *Phone interview typically takes 20-30 minutes.
  • Client’s signatures will be obtained at time of the insurance exam.
  • Via email, we will send the application packet to you for your signatures.
  • Upon receipt of the signed application, your Capitas Consultant will keep you informed on the progress of approval.

What is the next step?

Schedule an appointment with your Capitas Consultant to discuss how this innovative process can help expand your business.

Contact us:

Pacific Southwest Financial, a Capitas Financial Partner
21800 Burbank Blvd., Suite 200
Woodland Hills, CA 91367
Tel: 888.851.6006 ext. 1184

Let us help make it simpler:

NO MORE: Sending large application packets from your office to clients for completion!

NO MORE: Asking clients uncomfortable personal and medical questions!

NO MORE: Calling and emailing clients for missing information on the application!

NO MORE: Time to spend on your core business!

What to Expect Next?

1. Phone Interview

  • The enclosed Interview Preparation Tool has been designed to help you properly prepare for the interview. We encourage you to complete this tool in advance of your interview.
  • In most cases, the interview takes approximately 20-30 minutes.

2. Insurance Exam

  • Goal is to schedule during phone interview
  • In most cases, the exam takes 30-40 minutes to complete
  • The exam typically includes:
    1. Measurement of height, weight
    2. Blood pressure and pulse rate
    3. Collection of blood and urine specimens
    4. In some cases, an EKG and medical history report

Exam Tips

Get a good night’s sleep prior to the exam and, if you can, skip heavy exercise on the day it’s scheduled. You’ll get the best results if you relax – and also:

  • Do not eat solid foods or drink alcoholic beverages eight hours prior to the exam
  • Avoid tobacco or caffeine products for at least one hour prior to the exam
  • Drink a glass of water before providing the urine specimen
Policy Coverage

Life insurance coverage is not in effect until your application is approved by the insurance company, and any outstanding policy requirements and your first premium payment have been received. Approval is not guaranteed.

If You Have Questions

Call Pacific Southwest Financial at 888.851.6006 Monday – Friday 8:30 am – 5:00 pm and speak to: Richard Hall Ext. 1184

A licensed insurance representative from Pacific Southwest Financial will complete the interview on the day and time you requested. If we can’t accommodate the request, we will call right away to schedule another convenient time for the interview. We will ask questions that will be used to complete an application for life insurance and schedule your insurance exam. Once the application has been completed it will be sent to your agent to gather your signature. The information on your application will ultimately be reviewed by an insurance carrier underwriter to determine whether you qualify for the coverage requested. All of the information you provide will be kept confidential in accordance with privacy policy and will be used only for consideration of the coverage for which you apply. Your privacy is important.