At Pacific Southwest Financial we pride ourselves on bringing the best-in-class service and planning solutions to the advisors we engage. We understand wealth and what it takes to acquire it, grow it and ultimately pass it to the next generation. We stand by our commitment to service and longevity with over 800,000 inforce policies.
Confidentiality and Security
We understand people do not wish to expose their confidential records unnecessarily nor risk the security of their confidential information. Our in-house underwriting resources and financial analysts allow us to evaluate risks both medically and financially and negotiate with carriers confidentially to identify the best options for our customers without wasting time and exposing their confidential information.
Due to our institutional customer relationships, we must undergo annual testing from outside parties to ensure our servers and firewall devices deter and detect outside intrusion.
We are pleased to announce that Pacific Southwest Financial has achieved a SOC certification. 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.