Investing with Strategic Objectives II variable universal life

Investing with Protective%%®%% Strategic Objectives II VUL

A solid tax-advantaged investment strategy is key to balancing a client’s holistic portfolio. Protective Strategic Objectives II VUL offers access to high-quality, lower-cost funds and approaches to help you support their goals.

Why Invest with Protective Strategic Objectives II VUL

When a client needs an alternative way to grow and protect their money, offer them a VUL that features a competitive fund lineup to fuel cash value growth potential.

A competitive lineup

71% outperform their category, have a 4- or 5-star rating and at least a 10-year performance record.

Access to buffered funds to limit loss and support growth

Our lineup includes options that enable clients to be partially protected from losses while staying invested in a market index.

Choice of turnkey or custom approaches

To help align with clients’ investment preferences we offer turnkey models, in addition to creating a custom portfolio from our extensive lineup.

Logos of some of the high-performing fund offerings for Strategic Objectives II.

Our quality lineup starts with carefully selected fund managers

Strong fund managers are the foundation of our lineup. Each was chosen for their high level of professional credentials and experience.

And continues with a wide array of options

Offer clients the diversification they need with access to over 42 investment options across 16 asset classes — including buffered funds to limit loss while supporting growth.

Illustration conveying access to over 47 investment options across 17 asset classes.

Offer clients a choice of approaches in their investment strategy

The Protective Strategic Objectives II VUL offers a choice of turnkey and custom allocation options to help you align to your clients' preferences and help them achieve their growth goals.

Turnkey allocation options

For a simplified approach, our preselected portfolios offer clients turnkey allocation options based on various levels of risk tolerance. Each offers broad diversification by asset class and fund manager.

Conservative Growth: 50% Equity / 50% Fixed Income
Growth: 65% Equity / 35% Fixed Income
Growth & Income: 75% Equity / 25% Fixed Income
Aggressive Growth: 90% Equity / 10% Fixed Income

Download portfolio details

Custom allocation options

If you and your clients prefer a do-it-yourself approach, our fund information and performance center will provide the information and performance details you'll need at a later date. In the meantime, contact our knowledgeable team for support.

Helpful resources

We want to help you decide if this solution is the right fit for your clients. Use these resources to learn more about the product and support your client conversations.