Find out how your producers can benefit from this exciting new tax deduction and how it can open new doors into small businesses.
What if you could spend less time on tedious paperwork, simplify everyday tasks and even improve information accuracy? Now everything from submitting applications to getting signatures to delivering policies can be done quickly and conveniently through our digitally optimized application process.
Don’t Just Take Our Word for It, BGAs and Clients Love It Too
See how TeleLife® can add value to your business through efficiency and a personal touch.
PLUS Exceeds Clients’ Expectations
In our most recent client survey, 75% of respondents’ expectations were exceeded by our accelerated underwriting program.
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3 Things a Spreadsheet Doesn’t Tell You About an IUL
Is the product at the top of the spreadsheet really the best solution? To make the best choices for clients, it’s important to know the whole story on product performance—not just their rank on a spreadsheet. This is especially relevant when it comes to Indexed Universal Life solutions.
See what’s missing
Remember the good old days when fishing was simply a fun pastime?
Things are way more complicated now. We have phishing, spear phishing, and whaling—all very bad news for clients—and for us as financial professionals. In fact, when we fail to recognize these forms of fraud and clients’ accounts are compromised as a result, clients lose assets and we’re vulnerable to regulatory fines and worse.
As the year-end season quickly comes to a close, we believe it’s important to slow down and celebrate all we accomplished together over 2018 before turning our focus to a new year of goals and initiatives. Take a moment to read a reflection of the year from Dave Sheridan, Protective Life’s vice president and managing director of life distribution, specifically highlighting the scores and victories that truly matter in our industry.
In case you missed it, last month we hosted a webinar about Why Selling from the Spreadsheet is Dangerous—specifically shining the light on IUL. Take a moment to read the recap from Dave Sheridan, Protective Life’s vice president and managing director of life distribution.
As we near year end, life insurance professionals across the industry have a mutual understanding that the most imperative deadline of the year—December 31—is quickly approaching.
Learn what Kenneth Byrd, Protective Life’s 2VP of New Business Operations, suggests to ensure that your cases are placed by December 31, 2018.
Steve Ruggieri, principal at Commonwealth Capital Brokerage, tells us about his seamless experience while using Protective Life Underwriting Solution (PLUS).