Tools and resources

Explore self-service tools and resources that make it easier to manage and grow your business.

Featured

Use our calculator to show how much guaranteed income your client can receive from the Protective^® Aspirations variable annuity with SecurePay Protector lifetime income benefit.

Performance center

Powered by Morningstar^®, our performance center allows you to view performance information and run reports. Begin by choosing a variable annuity or variable universal life product.

What do you want to do?

Calculate

Estate Maximizer^SM II calculator

Use our calculator to show how our single premium whole life solution can create a larger, tax‑free legacy with access to cash.

Guaranteed Income calculator

Use our calculator to compare annuities and see how much guaranteed income they could provide in retirement.

Protective^® Income Builder calculator

Use our calculator to show how our indexed annuity delivers predictable lifetime income with guaranteed growth and flexibility.

Protective^® Income Creator calculator

Use our calculator to show how a one‑time investment can double guaranteed lifetime income while protecting principal.

Social Security benefit calculators

Use these calculators to help clients evaluate filing strategies, estimate monthly benefits and integrate Social Security considerations into a retirement strategy.

SecurePay Protector^SM calculator

Use our calculator to show how guaranteed income and benefit base growth can create protected lifetime retirement income.

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Illustrate

Life and annuity illustrations

Run illustrations on fixed, indexed and immediate annuities, as well as all life products.

Variable annuity illustrations

Show your clients how our variable annuity products and optional benefits can help meet their retirement needs.

WinFlex illustration system

Create hypothetical, multi-carrier life insurance and annuity product illustrations.

InsMark illustration system

Present clients with illustrations for any of our life insurance products.

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Quote

Life quotes

eValuate^SM is an underwriting quick-quote tool for all Protective life insurance products. It provides estimated quotes to support the application process but is not integrated into online applications. Users must view or print their quote and submit it separately with the application.

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Review

Annuity rates

We closely monitor market conditions and optimize our rates to meet your business needs — and the needs of your clients.

Performance center

Powered by Morningstar^®, our resource allows you to view performance information and run reports for our variable annuity or variable universal life products.

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Access

Forms

Get the forms you need to service your life insurance and annuity business efficiently.

Book of business

Review activity and values for your clients’ life insurance policies and annuity contracts to ensure you always know where your business stands.

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Ready to sell status

Check agent status and manage contracting and licensing requirements across states and products.

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Check reports

Client correspondence report

The weekly report shows when and what correspondence clients received from Protective.

Delinquent premium report

This weekly report shows your in-force policies with outstanding payments, so you can follow up with clients and prevent policies from lapsing.

Production status report

The report includes lapses and reinstatements on a monthly and yearly basis, along with your monthly production scorecard.

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Need help?

We’re ready to help you deliver the protection and security your clients deserve. Reach out to us for questions and support.

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