Pacific Southwest FinancialPrivate Wealth Platform

Platform Support

We provide value to our partner firms by expanding their platform offering with a strategic insurance partner relationship. Pacific Southwest Financial consultants help advisors identify opportunities and navigate the insurance process. Access to our Private Wealth group brings subject matter experts to your insurance planning solutions. Their vast experience in helping your ultra-high net-worth clients achieve their dynastic, philanthropic, business, and wealth transfer objectives serves as a powerful planning force to assist trusted advisors.

Platform Support

  • Case Management
  • Case Design
  • Policy Reviews
  • Illustrations
  • Marketing Support
  • Spreadsheet Analysis
  • Underwriting Expertise
  • Reporting
  • Access to industry experts
  • Inforce Administration


  • Whole Life
  • Universal Life
  • Variable Universal Life
  • Term Life
  • Long-Term Care
  • Hybrid Long-Term Care
  • Annuities
  • Disability
  • Life Settlements
  • Private Placement

Specialty Markets

  • BOLI
  • COLI
  • Executive Benefits
  • Captive & Reinsurance Companies
  • Foreign National Markets & Language Support
  • Sports & Entertainment
  • High-limit long-term Disability
  • Premium Finance


At Pacific Southwest Financial we pride ourselves on bringing the best-in-class service and planning solutions. We understand wealth and what it takes to acquire it, grow it, and provide a legacy to the next generation. We stand by our commitment to service and longevity with over 800,000 inforce policies.


We are proud to announce that Pacific Southwest Financial group of agencies is SOC certified. We conduct annual testing from independent experts to ensure our servers and firewall devices deter and detect outside attempts.

The controls within the SOC are a series of standards designed to help measure how well a given system organization conducts and regulates its information. The purpose of SOC standards is to provide confidence and peace of mind for organizations when they engage third-party vendors. A SOC-certified organization has been audited by an independent certified public accountant who determined the firm has the appropriate SOC safeguards and procedures in place.