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BUSINESS PRODUCTS & SERVICES | Consulting & Outsourcing / Accounting & Finance Services
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Stage

Acquired | Acquired

About Pacific Southwest Financial

Pacific Southwest Financial is a brokerage consulting firm and Capitas member, specializing in all aspects of the insurance planning process.

Pacific Southwest Financial Headquarter Location

9915 Mira Mesa Blvd Suite 110

San Diego, California, 92131,

United States

Latest Pacific Southwest Financial News

LTC Global Acquires Financial Advisory Associates

Nov 13, 2018

LTC Global previously acquired two other Capitas members, Pacific Southwest Financial & Insurance Services, Inc., in July 2017, and the Smith Companies in April 2018. FAA will continue to operate as a Capitas member. “We are fortunate to have the opportunity to work with FAA’s great team in Michigan and Virginia,” said Daniel G. Schmedlen, Jr., Chief Executive Officer of LTC Global. “Today’s transaction positions us to more closely integrate our Capitas member agencies and further diversifies LTC Global’s distribution business,” said Schmedlen. LTC Global operates a Medicare insurance product distribution business through its agency subsidiary United Insurance Group Agency, Inc., which is also headquartered in Oakland County, Michigan. About the FAA FAA operates an independent brokerage consulting business in Michigan and Virginia. As a Capitas member, FAA specializes in all aspects of the insurance planning process and provides strategic support to independent financial advisors, national financial institutions, securities brokerage firms and banks to better serve their clients. About Capitas Capitas is a member-owned independent brokerage organization that supports firms and financial advisor relationships across the United States to provide sophisticated and unbiased insurance and wealth management planning solutions. For more information about Capitas, visit capitasfinancial.com. About LTC Global LTC Global is the leading provider of capital to life and health insurers, insurance agents and agencies. Through its agency subsidiaries, LTC Global is a national distributor of life and health insurance products and the largest independent distributor of Long Term Care insurance. LTC is headquartered in Fort Myers, Florida. For more information about LTC Global, visit ltcglobal.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20181113005858/en/ LTC Global, Inc.

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