Schedule an appointment with your Capitas SVP to discuss how this innovative process can help expand your business.
Pacific Southwest Financial, a Capitas Financial Partner
21021 Ventura Blvd., Suite 400
Woodland Hills, CA 91364
Tel: 888.851.6006 ext. 124
NO MORE: Sending large application packets from your office to clients for completion!
NO MORE: Asking clients uncomfortable personal and medical questions!
NO MORE: Calling and emailing clients for missing information on the application!
NO MORE: Time to spend on your core business!
Get a good night's sleep prior to the exam and, if you can, skip heavy exercise on the day it’s scheduled. You’ll get the best results if you relax - and also:
Life insurance coverage is not in effect until your application is approved by the insurance company, and any outstanding policy requirements and your first premium payment have been received. Approval is not guaranteed.
Call Pacific Southwest Financial at 888.851.6006 Monday - Friday 8:30 am - 5:00 pm attention Alex Yela ext. 124