The PSF Life Sales Desk is dedicated to making the process easier for policy reviews and smaller insurance transactions where field support is not necessary, allowing you to spend more time with your clients.
The PSF Life Desk was developed exclusively for Financial Advisors to assist with life insurance questions including the design, support and placement of life insurance, as well as policy reviews.
The Life Desk is targeted to any Financial Advisor with insurance questions and especially for those advisors who have not done permanent life insurance business in the past or would like a streamlined option for their smaller cases.
PSF Internal Life Desk Support
The experienced and knowledgeable sales team will:
Facilitate the policy review for your clients
Run quotes and illustration requests
Provide guidance on the approved
Carriers and product selections
Process applications and oversee policy submission and delivery
Coordinate PSF field resources for higher net worth or more complicated sales and design situations
Call the PSF Life Desk: 818-702-0889
Kari Woods Ext. 137
Brianna Guttman Ext. 145
Kaitlyn Alderete Ext. 113
Annette Hlavac MGR Ext. 140
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 (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.