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Operations

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Annuity Suitability Program

Online resources are available for Protective Life’s Annuity Suitability Program to help ensure producers comply with applicable suitability laws and regulations.

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.

Reminder of the Claims Handling Requirements in CA

We want to remind you, as directed by subsection 2695.5(d) of the California Fair Claims Settlement Act, all agents licensed within the state of California are required to immediately forward notice of all claims received to the insurer. Click to find out more!