Category

Operations

Category

Looking back at 2019. Together.

Whether you’re trying to get pending business placed before the end of the year or trying to get ahead for 2020, this time of year can be stressful. During this hectic time, it can help to slow down a little and reflect on the past year and all the accomplishments we have made.

2017 CSO and PBR Products Now Available

Recently, we communicated that we’ll be updating our product portfolio before the end of 2019 to reflect the 2017 Commissioner’s Standard Ordinary (CSO) Table and Principle-Based Reserving (PBR) requirements. Our revised product portfolio is now available!

Annuity Suitability Program Enhancements

Protective Life is dedicated to providing quality service, building trust and simplifying everything for you and our mutual customers. As part of that effort, we want to ensure that you stay informed about important changes that impact the processing of your business. Please review the following information regarding enhancements to Protective Life’s Annuity Suitability Program.

Pre-Appointment Now Required in Oklahoma

At Protective Life, delivering what’s promised is a decision — one we make every day — and doing the right thing is the foundation of everything we do. Therefore, we want to inform you about a key change in the state of Oklahoma. Effective November 1, 2019, Oklahoma revised their Appointment of Producer Licensing Act (36 Ok St. Ann 1435.15) to make pre-appointment required for all agents selling life and annuity business.

Compliance Requirements for Life Insurance and Annuity Advertising

Protective Life is dedicated to providing quality service, building trust and simplifying everything for you and our mutual customers. As part of that effort, we want to ensure you stay informed and compliant regarding regulations within our industry. Please review the following reminders about state regulations that may affect the processing of your submitted business with our company.

Pre-Appointment Now Required in Oklahoma

At Protective Life, delivering what’s promised is a decision — one we make every day — and doing the right thing is the foundation of everything we do. Therefore, we want to inform you about a key change in the state of Oklahoma. Effective November 1, 2019, Oklahoma revised their Appointment of Producer Licensing Act (36 Ok St. Ann 1435.15) to make pre-appointment required for all agents selling life and annuity business.