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® Strategic Objectives II VUL product. These changes provide a cleaner layout making it easier to complete the forms.

Additionally, Protective has updated the HIPAA form to be more specific regarding the types of data that may be collected during the application process.

These form changes take effect on February 1, 2022. For paper applications, the old versions of these forms will be honored through April 1, 2022. After this date, the new versions will be required.

For ticket/TeleLife applications, Protective will honor the forms included in application packet regardless of when the application is signed.

The new forms have been added to for your convenience. Going forward, please be sure to discard any saved forms that may be outdated.

Let’s deliver on our promises. Together.

For Financial Professional Use Only. Not for Use With Consumers.

Write A Comment

%d bloggers like this: