Protective’s Asset Builder II Indexed Annuity 10-Year has many different index interest strategies available, including an S&P 500 Point-to-Point Cap – Guaranteed for Term at 6%.
Effective now, Protective has changed our form requirement related to non-parental (parent or legal guardian) ownership on a life insurance policy for a minor.
When submitting a life insurance application with Protective, it is best practice to provide the beneficiary’s Social Security Number (SSN) and date of birth (DOB). Obtaining the beneficiary SSN and DOB during application results in faster claim servicing and verification for our beneficiary clients, and helps you fulfill Know Your Customer and anti-money laundering (AML) requirements.
Did you know that two of the industry’s largest Insurance Marketing Organizations (IMOs) recently rated Protective as one of the best carriers to work with?
In April, Protective was recognized as the “Easiest Carrier to Do Business With” among several other top carriers within our IMOs. We were also recognized as having “Best in Class Website Functionality” for our online agent portal, pending business dashboard and agent lookup tool.
Streamline your business with Protective Velocity. Our exclusive suite of digital solutions makes it faster and easier to do business with us. Read on to learn about electronic health record ordering.
To provide a better customer and agent experience, Protective has updated the paper life insurance application form PL-400 and the Premium Payment Allocations. The HIPAA form has also been updated.
In 2021, Protective updated our brand to help elevate all the things that make us who we are, capitalize on our strengths and allow customers to see themselves as part of the Protective story. As an extension of our new brand, we’re now updating the name of our newsletter from “Know What Matters” to “In the Loop.”
Protective wants to make sure you stay informed and compliant regarding rules and regulations within our industry. Effective April 11, we are not able to accept applications for non-resident (aka, cross-border) sales to residents of Minnesota, Mississippi and Utah. This may affect the processing of your submitted business with us.
We are always excited to share the latest updates to Protective Velocity, our suite of digital solutions that makes it easier and quicker to do business with us. Read on to learn about recent enhancements.
We are pleased to inform you that we’ve increased Protective Indexed Choice UL’s illustrated and loan charge rates so you can better serve your clients.