PSF Insurance Sales and Support Platform

Insurance Sales Support Platform
Advanced Wealth Preservation & Distribution
  • Wealthy & Wise Marketing Reports
  • Power Point Presentations
  • Family Foundations
  • Dynasty Trusts, IDGT
  • Zero Estate Tax Planning Presentation
  • GRAT, CRT, CRUT
  • Advanced Illustration Support & Companies
  • Attorney Referral Network

Super
Affluent
$20MM > Net Worth

Insurance Sales Support Platform
Wealth Preservation & Distribution
  • Asset Protection & Legacy Planning
  • Pension & Tax Reduction Strategies Using Insurance
  • Business Disability (Buy-Sell, Key Man, Expense Overhead
  • Buy-sell & Business Planning Alternatives
  • Irrevocable Trusts
  • Long Term Care Options
  • Policy Review
  • High Limit Disability (Lloyds of London)

Affluent
$2MM - $20MM
Excluding Home

Insurance Sales Support Platform
Wealth Creations & Accumulation
  • Income Protection
    (Term & Smaller UL Policies)
  • Individual Disability Income

Emerging Affluent
Income 100k >
Transactional Online Quoting and Submission Platforms

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