Introducing “In the Loop”
Our monthly email newsletter has been called “Know What Matters” for approximately 10 years. Readers include not just our financial professionals, but case managers, administrators, underwriters,...
View ArticleEffective immediately: Changes to life applications and HIPAA forms
To provide a better customer and agent experience, Protective has updated the paper life insurance application form, PL-400, as well as the Premium Payment Allocations form used for the Protective®...
View ArticleMove your business forward with Protective Velocity
Streamline your business with Protective Velocity. Our exclusive suite of digital solutions makes it faster and easier to do business with us. Read on to learn about electronic health record ordering....
View ArticleProtective rated the best carrier to do business with
Did you know that two of the industry’s largest Insurance Marketing Organizations (IMOs) recently rated Protective as the best carrier to work with? In April, Protective was recognized as the “Easiest...
View ArticleHelp accelerate the claims process by providing beneficiary SSN and DOB...
When submitting a life insurance application with Protective, it is best practice to provide the beneficiary’s Social Security Number (SSN) and date of birth (DOB). Obtaining the beneficiary SSN and...
View ArticleUpdate on Parental Consent to Insurance form
Effective now, Protective has changed our form requirement related to non-parental (parent or legal guardian) ownership on a life insurance policy for a minor. The updated Parental Content to Insurance...
View ArticleProtective® Asset Builder II Indexed Annuity 10-Year strategies
In a world of constant change and “designer index strategies”, simple and certain can resonate even more. If you are like many other distributors and producers, index fatigue is real. Protective’s...
View ArticleIowa indexed product training requirements
Iowa requires producers who want to sell any indexed insurance products (life or annuity) to complete the one-time Iowa Indexed Product Training course with at least four credits, prior to soliciting...
View ArticleSimplify the application process by providing a customer’s email
It’s best practice to provide the applicant’s email address during the application process, simplifying the process and making it easier to do business with us. Providing an email has many benefits:...
View ArticleIn a world filled with uncertainty, why not consider a guaranteed cap rate?
Cap rates for fixed indexed annuities have been increasing, which is fantastic news for clients. However, annuities are not one-year contracts, and a high-cap rate in the first year is not the only...
View Article
