Protective is currently offering an S&P 500 Annual Point to Point Cap Rate in excess of 7.00% – and it’s guaranteed for 10 years. Keep reading to learn why now might be a great time to consider a guaranteed cap rate.

Did you know that providing a customer’s email address can simplify the application process and makes it easier to do business with us? It also gives us a way to easily and quickly relay important information to your customer.

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 or selling these products. This requirement applies to resident and nonresident insurance producers.

Protective’s Asset Builder II Indexed Annuity 10-Year has many different index interest strategies available, including an S&P 500 Point-to-Point Cap – Guaranteed for Term at 6%.

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.

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 DOB during application results in faster claim servicing and verification for our beneficiary clients, and helps you fulfill Know Your Customer and anti-money laundering (AML) requirements.

Did you know that two of the industry’s largest Insurance Marketing Organizations (IMOs) recently rated Protective as one of the best carriers to work with?

In April, Protective was recognized as the “Easiest Carrier to Do Business With” among several other top carriers within our IMOs. We were also recognized as having “Best in Class Website Functionality” for our online agent portal, pending business dashboard and agent lookup tool.

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.

To provide a better customer and agent experience, Protective has updated the paper life insurance application form PL-400 and the Premium Payment Allocations. The HIPAA form has also been updated.

In 2021, Protective updated our brand to help elevate all the things that make us who we are, capitalize on our strengths and allow customers to see themselves as part of the Protective story. As an extension of our new brand, we’re now updating the name of our newsletter from “Know What Matters” to “In the Loop.”