PSF Life Made Simple, Application Request

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 Life Made Simple

Doing life insurance business with Capitas Financial just got easier and saves you time.
Start with the one page “Application Request” form and see how easy it is!

How does it work?

  • You complete the one page “Application Request” and return to our office via fax (818.264.2359) or scan to. Attn: Alex Yela /
  • Provide your client(s) with the “What to Expect Next” brochure “Interview Preparation Tool”.
  • A licensed Capitas representative will call your client(s) at the desired time to complete the application and schedule the insurance exam.
    *Phone interview typically takes 20-30 minutes.
  • Client’s signatures will be obtained at time of the insurance exam.
  • Via email, Capitas will send the application packet to you for your signatures.
  • Upon receipt of the signed application, your Capitas Underwriting Specialist will keep you informed on the progress of approval.

What is the next step?

Schedule an appointment with your Capitas SVP to discuss how this innovative process can help expand your business.

Contact us:

Pacific Southwest Financial, a Capitas Financial Partner
21021 Ventura Blvd., Suite 400
Woodland Hills, CA 91364
Tel: 888.851.6006 ext. 124

Let us help make it simpler:

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!

Now this is Something You

What to Expect Next?

1. Phone Interview

  • The enclosed Interview Preparation Tool has been designed to help you properly prepare for the interview. We encourage you to complete this tool in advance of your interview.
  • In most cases, the interview takes approximately 20-30 minutes.

2. Insurance Exam

  • Goal is to schedule during phone interview
  • In most cases, the exam takes 30-40 minutes to complete
  • The exam typically includes:
    1. Measurement of height, weight
    2. Blood pressure and pulse rate
    3. Collection of blood and urine specimens
    4. In some cases, an EKG and medical history report

Exam Tips

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:

  • Do not eat solid foods or drink alcoholic beverages eight hours prior to the exam
  • Avoid tobacco or caffeine products for at least one hour prior to the exam
  • Drink a glass of water before providing the urine specimen
Policy Coverage

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.

If You Have Questions

Call Pacific Southwest Financial at 888.851.6006 Monday - Friday 8:30 am - 5:00 pm attention Alex Yela ext. 124

A licensed insurance representative from Pacific Southwest Financial will complete the interview on the day and time you requested. If we can’t accommodate the request, we will call right away to schedule another convenient time for the interview. We will ask questions that will be used to complete an application for life insurance and schedule your insurance exam. Once the application has been completed it will be sent to your agent to gather your signature. The information on your application will ultimately be reviewed by an insurance carrier underwriter to determine whether you qualify for the coverage requested. All of the information you provide will be kept confidential in accordance with privacy policy and will be used only for consideration of the coverage for which you apply. Your privacy is important.

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