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.
As one of the largest independent distributors of insurance products, supporting clients, advisors, and institutions since 2002, we pride ourselves on local support with family office planning capabilities. Pacific Southwest Finanical has over 70 local field consultants nationwide to serve as a member of your team.
Given our experience in the high-net-worth market space we understand every firm and advisor has unique needs. We engage and support advisors who have a Broker Dealer and those who do not. Our goal is to become your strategic insurance partner as a valuable addition to your existing platform.
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.