Pacific Southwest FinancialPSF Insurance Sales and Support Platform

Advanced Wealth Preservation & Distribution
  • Wealthy & Wise Marketing Reports
  • Power Point Presentations
  • Family Foundations
  • Dynasty Trusts, IDGT
  • Zero Estate Tax Planning Presentation
  • GRAT, CRT, CRUT
  • Advanced Illustration Support & Companies
  • Attorney Referral Network

Super
Affluent
$20MM > Net Worth

Wealth Preservation & Distribution
  • Asset Protection & Legacy Planning
  • Pension & Tax Reduction Strategies Using Insurance
  • Business Disability (Buy-Sell, Key Man, Expense Overhead
  • Buy-sell & Business Planning Alternatives
  • Irrevocable Trusts
  • Long Term Care Options
  • Policy Review
  • High Limit Disability (Lloyds of London)

Affluent
$2MM – $20MM
Excluding Home

Wealth Creations & Accumulation
  • Income Protection
    (Term & Smaller UL Policies)
  • Individual Disability Income

Emerging Affluent
Income 100k >
Transactional Online Quoting and Submission Platforms