Sales Concepts
Access materials and resources tailored to match your clients’ unique situations from retirement planning and business continuation to estate planning and wealth transfer.
Educational presentations to support your life insurance and annuity sales
Retirement planning
Use Protective's retirement planning resources to help you talk to your clients about building a plan for retirement.
Asset protection
Create financial plans to protect your clients' wealth using a variety of asset protection strategies.
Business continuation
Help your clients prevent financial loss when a key employee or the business owner dies unexpectedly.
Legacy planning
Support your clients' legacy planning goals using estate planning, wealth transfer or charitable giving options.
Get appointed
The first step to doing business with Protective is getting appointed. It’s a simple process.
For financial professional use only. Not for use with consumers.