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. Our field support also includes staff in NV and the Pacific Northwest.
At PSF, we specialize in all aspects of the insurance planning process. As a result of our growth and market focus, we formed an affiliation with Capitas Financial in 2001. Capitas is an independent nationwide organization comprised of 17 General Agencies in more than 30 states, with more than 130 field professionals specializing in life insurance to support firm and financial advisor relationships all over the country.
Who is Capitas?
Our business model is designed to bring that expertise to other financial professionals, so they can stay focused on their primary disciplines. Financial advisors can rely on us to bring the best in class products, solutions, underwriting, and support.
Insurance Company Relationships
As a large scale market leader, we have developed strong relationships with a number of major insurance carriers that provide us with dedicated underwriting and service teams. These relationships also create proprietary streamlined transactional platforms to expedite the underwriting process for the financial advisor.
Planning and Advanced Case Design
Our focus is working with financial advisors to bring creative insurance-based planning solutions to their clients, such as wealth accumulation, protection, and transfer goals.
Underwriting & Customer Service
We have the utmost respect for client relationships. This is why we partner with financial firms and individual advisors to provide life insurance solutions. Our goal is to provide advisors and and their clients appropriate recommendations with clear expectations of the process. We also understand financial advisors who do not focus on life insurance, which is why we have created platforms in which advisors can transact their life insurance business without completing lengthy carrier applications. At PSF and Capitas, we recognize the importance of providing unparalleled service and support at all levels of the planning pyramid.