Advisys Insurance Planning

With Advisys, everything you need is in one place:

  • Concept pieces on financial products and planning strategies to educate clients, answer questions, and overcome objections
  • Quick and easy financial calculators to answer questions and motivate action
  • Goals-based financial planning to drill down on client needs and provide answers
  • All Compliance pre-approved with FINRA - No more compliance delays
  • All professionally designed and written

Advisys puts over 600 illustrated reports, 11 goals-based modules, and over 50 motivating calculators at your fingertips.

You can prepare custom tailored presentations in minutes and you have the flexibility to prepare for client meetings the way you feel best.
  • Please note that the marketing materials are not approved in National Accounts.
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