Experience and Dedication
More than 25 years of operations with offices and support located on both the east and west coasts and over $50 Billion of inforce coverage our team is ready to assist. With 2021 Insurance Premiums over $200 million and a policy count of over 400,000 with over 4,000 contracted agencies and individuals we pride ourselves on servicing the advisor community. Pacific Southwest Financial offers sophisticated solutions for insurance professionals, financial planners, and other investment advisors. Our knowledgeable team of attorneys, finance professionals, and business specialists will help you properly integrate life insurance into your clients’ overall estate, business, or financial plan design.
Capitas is an independent nationwide organization comprised of 17 General Agencies in more than 30 states with more than 110 field professionals specializing in life insurance to support firm and financial advisor relationships nationwide
Our business model is designed to bring that expertise to other financial professionals, so they can stay focused on their primary disciplines. Financial advisors can rely on us to bring the best in class products, solutions, underwriting, and support.
Insurance Company Relationships
As a large scale market leader, we have developed strong relationships with a number of major insurance carriers that provide us with dedicated underwriting and service teams. These relationships also create proprietary streamlined transactional platforms to expedite the underwriting process for the financial advisor.
Planning and Advanced Case Design
Our Advanced Case Team Comprised of a Tax Attorney, CPA, Financial Analyst and Senior Underwriter is available to collaborate with financial advisors to bring creative insurance-based planning solutions to their clients, such as wealth accumulation, protection, and transfer goals.
Underwriting & Customer Service
We have the utmost respect for client relationships. This is why
we partner with financial firms and individual advisors to provide life insurance solutions. Our goal is to provide advisors and their clients appropriate recommendations with clear expectations of the process. We also understand financial advisors who do not focus on life insurance, which is why we have created platforms in which advisors can transact their life insurance business without completing lengthy carrier applications. At PSF and Capitas, we recognize the importance of providing unparalleled service and support at all levels of the planning pyramid.