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PSF® Support Resources


Rick Maholchic – President – 818-702-0889 Ext. 146
Stephanie Fregeau – Operations Manager – 818-702-0889 Ext. 122

Illustration Support Services
  • 949-296-1161 Ext. 104
  • 818-702-0889 Ext. 129
  • 858-546-8686 Ext. 120

PSF Internal Sales Desk Support Team

  • 818-702-0889 Ext. 145
  • 818-702-0889 Ext. 137
Insurance Case Management
  • 818-702-0889 Ext. 140  
  • 818-702-0889 Ext. 103  
  • 818-702-0889 Ext. 124  
  • 818-702-0889 Ext. 102  
  • 858-546-8686 Ext. 143  
  • 858-546-8686 Ext. 100  
  • 602-955-1111 Ext. 100  
Advanced Case Planning Reports
  • 818-702-0889 Ext. 145
  • 818-702-0889 Ext. 137
Online Submissions & Paperless Term Quoting

Contact Internal Sales Desk Team for Enrollment & Use

Specialty Products & Risk Management

AnnuitiesAlain Wittman: 763-450-4708

CaptivesRick Maholchic: 818-702-0889 Ext. 146

Disability IncomeCrystal Clark: 913-787-7789

Foreign National Life Insurance Platform
Rick Maholchic: 818-702-0889 Ext. 146

Life Settlements – Please Contact:
Steve Frank: 818-390-1211
Jeff Hallman: 407-413-8660

Long-Term Care

Hybrid

  • 281-608-2899
  • 425-284-2148
  • 615-696-7602

Traditional

  • 425-242-3750 Ext. 7233
  • 866-582-9727 Ext. 7020
    Fax: 239-206-2464
  • 425-242-3750 Ext. 7218
Licensing & Contracting Support Department
IT Support
  • 818-702-0889 Ext. 106
Medicare Supplement /
Advantage Brokerage Support
  • 800-878-1058 Ext. 1403
    Fax: 877-870-4683

"Are You Using All Available PSF® Resources To Grow Your Business?"


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