Category

2021

Category

Share the latest resources from the #HelpProtectOurFamilies campaign

The COVID-19 pandemic has heightened people’s awareness around their physical and financial security. At this pivotal moment, our industry has an opportunity and obligation to help more Americans secure the financial protection they need. Help spread the importance of having life insurance with the most recent tools and resources from the Help Protect Our Families campaign.

The latest Protective Velocity updates

Move your business forward and faster with Protective Velocity, our exclusive suite of digital solutions that makes it easier to do business with us. Continue reading to learn about recent enhancements.

7702/7702A product updates coming soon in California

On September, we updated our product portfolio for the 7702 and 7702A (Tax Law) changes that were included in the Consolidated Appropriations Act, 2021 (CAA 2021). At the time, the state of California had not yet approved the new product versions. View the summary of the products that will be approved in California on December 13.

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 place business by year-end.

Advertising life insurance and annuities

The Advertisements of Life Insurance and Annuities Model Regulation (NAIC 570-1) provides rules for life insurance and annuity advertising. In order to comply with this Regulation, any advertising or marketing material referring to Protective – the Company name, logo, products or services – must be approved by the insurer prior to its dissemination.

The latest tools and resources to #HelpProtectOurFamilies

Help spread awareness about the importance of having life insurance with the most recent tools and resources from Help Protect Our Families. This campaign aims to help close the life insurance coverage gap by elevating the need for financial security with life insurance protection for all. See how you can help, too.

Pennsylvania appointment renewals

Protective Life is committed to keeping you informed of processes we have in place relating to appointments and the submission of new business. To that end, we want to make you aware of important information relating to appointment renewals in Pennsylvania.

Update on process for electronic health records

We’ve heard your feedback on the length of time APS ordering can take and know how much time is involved when ordering health records for your clients. As a result, Protective has a new process to request electronic health records to help reduce the amount of time involved with regular APS orders.