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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.
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Educational presentations to support your life insurance and annuity sales

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Retirement planning
Use Protective's retirement planning resources to help you talk to your clients about building a plan for retirement.
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Asset protection
Create financial plans to protect your clients' wealth using a variety of asset protection strategies.
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Business continuation
Help your clients prevent financial loss when a key employee or the business owner dies unexpectedly.
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Legacy planning
Support your clients' legacy planning goals using estate planning, wealth transfer or charitable giving options.
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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.