Underwriting Concierge Program, Application Request

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 PSF Concierge Underwriting Program

PSF Concierge Underwriting Program

MEDICAL EXAM OPTIONS

  • Personal Physician
  • Recent Examination*
  • Gender Specific
  • Location Specific

FINANCIAL OPTIONS

  • Contact CPA
  • Contact Attorney
  • Contact Options

PHYSICIAN RECORDS

  • Orders coded as VIP and Handled by PSF Special Order Team

We have the utmost respect for your client relationships. This is why we partner with financial firms and individual advisors to provide life insurance solutions. Our goal is to provide you and your clients appropriate recommendations with clear expectations of the process. The medical underwriting process can present challenges if expectations and communications are not clear. We recommend the advisor have a discussion with the Concierge Underwriting Team before any requirements are initiated to ensure you and your clients expectations can be managed.

Advice Beyond Investing
*Additional Testing may Be Needed

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