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-Glance │ Field Support & Specialty Departments │ Advisor Support Platforms  │ Multi-Carrier Offerings

Sales & Marketing Platform

Insurance Sales & Support Platform

Advanced Markets

Advanced Markets │ No-Gift Irrevocable Life Insurance Trust Funding │ Sample Estate Output

Marketing Pieces & Concepts

Client Data Questionnaire │ Business Profile Opportunities │ Client Profile Opportunities  │ Alternatives to Traditional Long Term Care │ Understanding LTC Riders │ IRA Frequently Asked Questions

Disability Insurance Resources

Disability Insurance Resources

Underwriting Resources

New Business Process & Underwriting Resources │ Submission Options │ PSF Concierge Underwriting Program │ PSF Informal Inquiry

Life Made Simple

PSF Life Made Simple │ Request for Application │ What to Expect Next │ Interview Preparation Tool

Drop Ticket

Drop Ticket & New Producer Form