November 2020


Tips for getting business completed by the end of the year

With the fourth quarter already underway and the end of the year right around the corner, getting last minute business completed can be tough. Luckily, there are a few things you can do to help increase the chances of converting submitted applications to placed business by year-end.

Beat postal delays with Protective Velocity

With year-end deadlines coming up, the benefits of using electronic capabilities through Protective Velocity are more valuable than ever. If printed documents must be sent to Protective Life, we encourage you to leverage services like FedEx or UPS to avoid delays.

Advertising life insurance and annuities

The Advertisements of Life Insurance and Annuities Model Regulation (NAIC 570-1) provides rules for life insurance and annuity advertising. In order to comply with this Regulation, any advertising or marketing material referring to Protective – the Company name, logo, products or services – must be approved by the insurer prior to its dissemination.

Reminder: agent authentication process

In April 2020, we made key updates to our authentication process when agents call into the Customer Experience Advocacy Team (formerly Life Customer Service, Annuity Contact Center and Claims teams).