Agency Partners
Pittsburgh Brokerage Services
Who Is Global Wealth Insurance Solutions Group
We are representatives from Pacific Southwest Financial & Insurance Services, Inc., Charles T. Smith Insurance Agency, Inc., The Blair Agency, Inc., Pittsburgh Brokerage Services, Inc., Westland Financial Services, Inc. and North Coast Brokerage Agency, Inc. (collectively, the “Agency Partners”). Starting in 1984, founded on the strength and reputation of our oldest agencies, we have established strong and strategic alliances with leading insurance carriers and trusted advisors. Our Private Wealth Platform is structured to provide objectivity for sophisticated products and programs. An unbiased approach allows our field consultants to provide the right solutions to financial problems and opportunities.
Through our partner affiliation with Capitas Financial, we are contracted with more than 20 Fortune 100 financial institutions across the country and their Private Wealth platforms supporting advisors in the high-net-worth space. We are one of the few distribution platforms solely dedicated to the advisor space to help them grow and retain assets under management.
Each Agency Partner started as an independent business owner, not owned by an institution. With over $1 Billion in insurance premiums generated by us and our affiliates since 2021, over 800K inforce policies and over $70 Billion of inforce coverage, we understand business owners and what it takes to build wealth.
Your assigned local Insurance Consultants are supported by teams of subject matter experts such as Advanced Tax and Estate Planning, Executive Benefits, In House Underwriter, Premium Finance, Long Term Care, Hybrid LTC, Life Insurance, Disability, and Annuities among others. We have the tools to run all types of planning scenarios to share with clients. Our legal resources are available to collaborate with client counsel on review of documents and planning scenarios, and to engage your clients’ counsel to be a part of your team.
We have access to best-in-class carriers to bring you the top-tier products to support your clients’ needs. Our goal is to collaborate with you on your clients’ insurance planning needs.
Our differentiation is the partnership between you and our local field consultants to share ideas of what other advisors are doing to integrate insurance, training, client engagement, making sure your cases get through underwriting with the best possible offers.
Values
Our Group prides itself on bringing the best-in-class service and planning solutions. We understand wealth and what it takes to acquire it, grow it, and provide a legacy to the next generation. We stand by our commitment to service and longevity with over 800,000 inforce policies attributable to us and our affiliates.
Security
We are proud to announce that each Agency Partner in the Global Wealth Insurance Solutions group is SOC certified. We conduct annual testing from independent experts to ensure our servers and firewall devices deter and detect outside attempts.
The controls within the SOC are a series of standards designed to help measure how well a given system organization conducts and regulates its information. The purpose of SOC standards is to provide confidence and peace of mind for organizations when they engage third-party vendors. A SOC-certified organization has been audited by an independent certified public accountant who determined the firm has the appropriate SOC safeguards and procedures in place.