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.
As a reminder, Protective Life can process APS reimbursements via EFT to help simplify your business and credit your balance account faster. Review these guidelines and fill out the APS Reimbursement Request form to get started.
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!
There’s a lot at stake when helping clients prepare for retirement — especially if systematic withdrawals are part of their plans. A poor sequence of returns early in retirement can hit clients’ portfolios without warning and weaken their ability to fund the next 20 or 30 years of their lives.
We have recently updated our Pending Business website to help our distribution partners efficiently and effectively manage their business. We want to make sure we keep our partners updated on the latest developments in their pending business.
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.
Don’t forget! The Internal Revenue Service (IRS) recently announced upcoming changes to the per diem limitations for periodic payments received under qualified long-term care insurance policies and certain life insurance policies which offer accelerated death benefits for chronic illness care.
At Protective, we want to make sure that clients are informed as much as possible. That’s why we recently launched a self-service claims page where clients can check the status of their claims at any time.
The Internal Revenue Service (IRS) recently announced upcoming changes to the per diem limitations for periodic payments received under qualified long-term care insurance policies and certain life insurance policies which offer accelerated death benefits for chronic illness care.