ā€œPlease contact the Sales Desk for your customized booklet today!   818-702-0889ā€

Advisor Planning Platform

Superior Underwriting Service and Streamlined Business Platforms:

  • Turn-Key inforce policy review
  • Expert local guidance on complex planning solutions
  • Access to outside tax and legal advice
  • Comprehensive Premium Financing support programs
  • Access to experienced administration for advance business planning solutions
  • In-house underwriter for positioning risks with carriers
  • Foreign National Planning for Non-US citizen clients
  • Paperless Online Term and Universal Life submission process
  • Ability to obtain quotes and submit terms via mobile device
  • Internal Proprietary Medical Records Service for speed and confidentiality
  • Concierge Underwriting Platform for High Net Worth Cases
  • All aspects of licensing and contracting services
  • Simplified application for financial advisors to submit life business

Advanced Case Support & Design:

  • Premium Financing
  • Cash Flow Analysis
  • Estate Calculation and Discounting Techniques
  • Qualified and Non-Qualified Business Planning solutions
  • Asset Leverage Positioning
  • ESOP
  • Captives
Call the PSF Life Desk: 818-702-0889
Kari Woods Ext. 137
Brianna Guttman Ext. 145
Kaitlyn Alderete Ext. 113
Annette Hlavac MGR Ext. 140

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA / SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 575, Littleton, CO 80120, (303) 797-9080. Capitas Financial and Pacific Southwest Financial are not affiliated with The Leaders Group, Inc. or TLG.

Pacific Southwest Financial

Pacific Southwest Financial (PSF) began operations in 1997 as a merger of two career General Agencies. PSF has office locations in Los Angeles, Orange County, San Diego, and Scottsdale, AZ.

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Contact Us

Home Office
21021 Ventura Blvd., Suite 400
Woodland Hills, CA 91364
Phone: 818.702.0889
Fax: 818.264.2359

6263 North Scottsdale Road, Suite 395
Scottsdale, AZ 85250
Phone: 602.955.1111
Fax: 602.955.1520

843 Alder Creek Dr., Suite A
Medford, OR 97504
Phone: 541.500.0877
Fax: 818.264.2359

9915 Mira Mesa Blvd., Suite 110
San Diego, CA 92131
Phone: 858.546.8686
Fax: 818.835.8573

25201 Paseo De Alicia, Suite 270
Laguna Hills, CA 92653
Phone: 949.296.1161
Fax: 949.296.1170