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Operations

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New TeleLife® Multi-signer Process

At Protective, we want to make the TeleLife process as simple as possible for you and clients alike. To help that effort, we’ve recently updated our process with greater efficiency in mind. Find out how this can benefit your business!

Product Training to Keep Your Business on Track

As a reminder, the new Suitability and Best Interests in Life Insurance and Annuity Transactions regulation, formerly known as “New York Insurance Regulation 187”, goes into effect for life insurance February 1, 2020. Product-specific training is required prior to the solicitation or sale of Protective Life and Annuity Insurance Company’s products.

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!