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Why Should You Engage Capitas Financial & Pacific Southwest Financial as Your Trusted Insurance Partners? (Scroll down to read more)

Experience and Dedication

More than 25 years of operations with offices and support located on both the east and west coasts and over $70 Billion of inforce coverage our team is ready to assist. With 2022 Insurance Premiums over $400 million and a policy count of over 400,000 with over 4,000 contracted agencies and individuals we pride ourselves on servicing the advisor community. Pacific Southwest Financial and Capitas offers sophisticated solutions for insurance professionals, financial planners, and other investment advisors. Our knowledgeable team of attorneys, finance professionals, and business specialists will help you properly integrate life insurance into your clients’ overall estate, business, or financial plan design.

Our Vision

To create trusted relationships by delivering customized insurance-based solutions, personalized local services, support, and superior value.

Insurance Company Relationships

As a large scale market leader, we have developed strong relationships with several major insurance carriers that provide us with dedicated underwriting and service teams with proprietary streamlined transactional platforms to expedite the underwriting process for wealth advisors.

High Net Worth & Ultra High Net Worth Planning

Our Capitas Private Weath Group is a team of highly experienced individuals for wealth advisors to support their high and ultra high net-worth clients planning needs. We have industry experts in many disciplines that collaborate and provide solutions for your most valued clients. The Advanced Planning Team consists of Certified Financial Planners, Accredited Estate Planners, Certified Valuation Analysts, CPA’s, Chartered Life Underwriters, and JDs with LLM's.

Underwriting & Customer Service

As we partner with financial firms and individual advisors to provide life insurance solutions, we have the utmost respect for their client relationships. Our goal is to offer appropriate recommendations with clear expectations of the process. We also understand advisors prefer to engage their clients vs paperwork, which is why we have created platforms in which advisors can transact their life insurance business without completing lengthy carrier applications. At Pacific Southwest Financial and Capitas, we recognize the importance of providing unparalleled service and support at all levels of the planning process.

What does Pacific Southwest Financial Provide?

  • Dedicated Team Assigned to you
  • Marketing Support
  • Case Consultation
  • Legal Document Review
  • Estate Tax Analysis
  • Premium Finance
  • Private Placement Life Insurance
  • Life Settlements
  • Life Insurance
  • Long Term Care
  • Hybrid Long Term Care
  • Disability Insurance
  • Annuities
  • Executive Benefit Planning
  • In House Underwriter
  • Foreign National Resources

Please note that certain planning services and concepts may not be approved with your Broker Dealer. Pacific Southwest Financial and Capitas will only support concepts and plan designs based on your firms approved operational guidelines.

Innovative Unbiased Solutions

Over 50 Multi-Carrier offerings with industry leading companies to meet your client’s needs

Please note that not all insurance carriers may be approved on your Broker Dealers Platform. Pacific Southwest Financial and Capitas will only offer carriers and products approved by your Financial Institutions guidelines.

Contact Your Pacific Southwest Financial Team to Start the Conversation.

Rick Maholchic, CLU, ChFC

President

  • 21800 Burbank Blvd., Suite 200, Woodland Hills, CA 91367
  • Office: 818-702-0889
  • Fax: 818-264-2359

For further information please contact:

Stephanie Fregeau - Operations Manager

  • Office: 818-702-0889 Ext. 1122
  • Fax: 818-264-2359
  • stephanie.fregeau@capitasfinancial.com

Please see our website for more information on our platform and support services:

Securities offered thru the Leaders Group, Inc. Member FINRA/SIPC, 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80130, (303) 797-9080

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