16 - Pacific Southwest Financial (Woodland Hills)

21800 Burbank Blvd
Suite 200
Woodland Hills, CA 91367

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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