Protective Life is committed to serving our customers and providing valuable products. Due to the current interest rate environment, and particularly the decrease in yields over the past few weeks we find it necessary to implement new premium limits for certain products.
When it comes to retirement planning, many clients tend to underestimate retirement risks because they expect to rely on income from their Social Security benefits and pension plans. Find out how you can help clients feel more confident when it comes to their retirement plans.
Don’t Just Take Our Word for It, Your Clients Love It Too
See how TeleLife® can add value to your business through efficiency and a personal touch.
PLUS Exceeds Clients’ Expectations
In our most recent client survey, 75% of respondents’ expectations were exceeded by our accelerated underwriting program.
See more results
3 Things a Spreadsheet Doesn’t Tell You About an IUL
Is the product at the top of the spreadsheet really the best solution? To make the best choices for clients, it’s important to know the whole story on product performance—not just their rank on a spreadsheet. This is especially relevant when it comes to Indexed Universal Life solutions.
See what’s missing
Remember the good old days when fishing was simply a fun pastime?
Things are way more complicated now. We have phishing, spear phishing, and whaling—all very bad news for our clients—and for us as financial professionals. In fact, when we fail to recognize these forms of fraud and our clients’ accounts are compromised as a result, clients lose assets and we’re vulnerable to regulatory fines and worse.
As the year-end season quickly comes to a close, we believe it’s important to slow down and celebrate all we accomplished together over 2018 before turning our focus to a new year of goals and initiatives. Take a moment to read a reflection of the year from Dave Sheridan, Protective Life’s vice president and managing director of life distribution, specifically highlighting the scores and victories that truly matter in our industry.
In case you missed it, last month we hosted a webinar about Why Selling from the Spreadsheet is Dangerous—specifically shining the light on IUL. Take a moment to read the recap from Dave Sheridan, Protective Life’s vice president and managing director of life distribution.
As we near year end, life insurance professionals across the industry have a mutual understanding that the most imperative deadline of the year—December 31—is quickly approaching.
Learn what Kenneth Byrd, Protective Life’s 2VP of New Business Operations, suggests to ensure your cases are placed by December 31, 2018.
Steve Ruggieri, principal at Commonwealth Capital Brokerage, tells us about his seamless experience while using Protective Life Underwriting Solution (PLUS).