16 - Pacific Southwest Financial (San Diego)

9915 Mira Mesa Blvd.
Suite 110
San Diego, CA 92131

Phone Number Label
Office
Phone Number
858-546-8686
Phone Number Label
Toll Free
Phone Number
800-359-2786
Phone Number Label
Fax
Phone Number
858-546-3978
Phone Number Label
Territories
Phone Number
AK | AZ | CA | HI | NV | OR | WA

Pacific Southwest Financial® (PSF), a partner firm of Capitas Financial, is an independent financial services firm whose large professional service and support staff provides extensive resources for independent financial advisors and their clients. In addition, a number of national financial institutions, including stockbrokerage firms and insurance companies also rely on PSF to provide technical, consulting and support services. The strength of PSF’s commitment to quality is supported by our affiliation exclusively with financial professionals who adhere to the highest ethical standards.

 

Pacific Southwest Financial Overview & Directories

Contact us Pacific Southwest Financial At-A-GlanceField Support & Specialty DepartmentsAdvisor Support Platforms  │ Multi-Carrier Offerings

 

Sales & Marketing Platform

Insurance Sales & Support Platform

 

Advanced Markets

Advanced MarketsNo-Gift Irrevocable Life Insurance Trust FundingSample Estate Output

 

Marketing Pieces & Concepts

Client Data QuestionnaireBusiness Profile OpportunitiesClient Profile Opportunities  │ Alternatives to Traditional Long Term CareUnderstanding LTC RidersIRA Frequently Asked Questions

 

Disability Insurance Resources

Disability Insurance Resources

 

Underwriting Resources

New Business Process & Underwriting ResourcesSubmission OptionsPSF Concierge Underwriting ProgramPSF Informal Inquiry

 

Life Made Simple

PSF Life Made SimpleRequest for ApplicationWhat to Expect NextInterview Preparation Tool

 

Drop Ticket

Drop Ticket & New Producer Form