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Together, we can achieve your business goals. Let us be a partner in your success.
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Explore how our solutions meet your clients’ needs 

At Protective, we provide producers with the tools and resources necessary to meet ever-evolving client needs while growing your business. You can depend on us for high-quality products backed by experienced, consultative sales support.

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Customer communication made easy

We understand that maintaining effective communication with your clients is key to the continued success of your business. That’s why we provide access to sales and marketing resources that help you share meaningful information with your customers, such as:

  • Product information
  • Prospecting materials
  • Competitor analysis
  • Consumer seminars
  • Illustrations
  • Point-of-sale strategy creation
  • Continuing education courses
  • Personalized support and service

We take pride in our accessibility and personal approach to doing business with our producers and agents. From product training to storytelling solutions, doing business with us is easy and effective.

  • Life insurance
  • Annuities
Designed to protect what matters most to clients

Value-designed products

Life insurance can be the cornerstone of a family’s financial security so helping your clients choose a life insurance company is not something to be taken lightly.

Innovative capabilities

Life insurance isn’t one size fits all. That’s why Protective offers unique features and strategies that can help meet client needs.

Protective Velocity

Our suite of digital capabilities allows you to accelerate the process of identifying, quoting, underwriting and maintaining a life insurance policy.
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Designed to offer opportunity to thrive in retirement

Products to help your clients meet their goals

Simple, client-friendly and value-focused product designs for asset growth, protection and guaranteed income

Support for your sales efforts

Dedicated sales support, with a needs-based selling philosophy to better support your business and solve retirement challenges

Value-added programs

Value-added programs to support business growth, educate advisors, and simplify complex topics for retirees, including Medicare, Social Security, navigating retirement in today’s uncertain environment
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Tools to grow your business

Underwriting
Our specific underwriting requirements are explained in our Underwriting Guide which provides information such as age and amount requirements. Preferred class guidelines and financial underwriting.
EZ-App
Trade paper for speed, convenience and improved accuracy when you use EZ-AppSM.
Electronic forms and policies
Quickly locate critical forms, policies and reports.
Marketing materials
Explore our comprehensive marketing materials including client brochures, worksheets, and educational materials.
Calculators and quote tools
Our calculators and quote tools provide a quick and easy way to access estimates.
Contact us
Need to speak with an expert? Find the contact who can provide the information you need.
How to help your clients plan for all three phases of retirement
Explore some tips that empower you to help your clients plan for the long-term and promote financial security throughout their retirement years.
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Are you prepared for the future technology demands of your clients?
Technology offers the potential of a huge advantage to financial advisors who can make the most of it. Discover some tips for delighting your customers with technology.
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Get appointed

The first step to doing business with Protective is getting appointed. It’s a simple process.
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Still have questions?

For more than 100 years, we’ve helped families protect their financial futures through affordable insurance, asset protection and retirement solutions. We can help you create the right product portfolio for your clients' needs.

For Financial Professional and Plan Sponsor Use Only. Not for Use With Consumers.