6263 N. Scottsdale Road
Suite 395
Scottsdale, AZ 85250
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