Pacific Southwest FinancialPSF® Support Resources

   Rick Maholchic – President – 818-702-0889 Ext. 1146

Gordon Wilson – CIO – 818-702-0889 Ext. 1106

Stephanie Fregeau – Operations Manager – 818-702-0889 Ext. 1122

Illustration Support Services
  • 818-702-0889 Ext. 1129
  • 858-546-8686 Ext. 1220
  • 818-702-0889 Ext. 1109

PSF Internal Sales Desk Support Team

  • 818-702-0889 Ext. 1145
  • 818-702-0889 Ext. 1137
Insurance Case Management
  • 818-702-0889 Ext. 1140
  • 818-702-0889 Ext. 1124
  • 818-702-0889 Ext. 1102
  • 818-702-0889 Ext. 1184
  • 602-955-1111 Ext. 1180
  • 858-546-8686 Ext. 1243
Advanced Markets Team
  • Damien Glennon, MSF, MSFP, ChFC, CLU
  • Paul Stevenson, JD, LLM, MSFS, CVA, CLU, ChFC, CFP
  • *Please inquire with your PSF Contact*
Online Submissions & Paperless Term Quoting

Contact Internal Sales Desk Team for Enrollment & Use

InForce Policy Holder Services
  • 858-546-8686 Ext. 1210
    Fax: 818-835-8573
Specialty Products & Risk Management
Annuities – Alain Wittman: 763-450-4708
Captives – Rick Maholchic: 818-702-0889 Ext. 1146
Disability Income – Crystal Clark: 913-787-7789
Foreign National Life Insurance Platform
 
Life Settlements – Please Contact:
Steve Frank: 818-390-1211
 
Long-Term Care

Hybrid

  • 281-608-2899
  • 425-284-2148

Traditional

844-531-1044

Licensing & Contracting Manager
  •  858-546-8686 Ext. 1210
IT Support
  • 818-702-0889 Ext. 1106
Medicare Supplement /
Advantage Brokerage Support
  • 800-878-1058 Ext. 4503
    Fax: 412-428-9211

“Are You Using All Available PSF® Resources To Grow Your Business?”