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Investing with Protective%%®%% Variable Annuity II B Series

A solid investment strategy is key to preparing clients for the retirement they want.
Protective Variable Annuity II B series has a range of investment options and objectives to help you support their goals.

Why invest with Protective Variable Annuity II B Series

Selection of high-quality, diverse funds
Fund lineup is focused on quality with long performance histories and a wide array of asset categories.
Ability to choose a turnkey 
or custom approach
Choice of turnkey allocation options or building a customized portfolio for a tailored approach to clients' investment preferences.
Flexibility of a protected 
lifetime income benefit
Addition of the SecurePay 5 benefit offers opportunities to capture market gains with added protection from downside risk.¹
The logos of the carefully selected fund managers represented in our lineup.
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 80 investment options across 24 asset classes.
Illustration conveying access to over 47 investment options across 17 asset classes.

Offer clients a choice of approaches in their investment strategy

Protective Variable Annuity II B Series offers a choice of turnkey and custom allocation options to help you align to your clients' preferences and help them achieve their growth goals.
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Turnkey allocation options

For a simplified approach, Protective Variable Annuity II B Series has a choice of preselected allocation portfolios. Each offers a distinct approach and range of equity and fixed income allocation targets, so even your more risk-adverse clients can customize a strategy to help meet their goals.


Protective Allocation Portfolios

Simplify the investment process with preallocated portfolios based on various levels of risk tolerance. Each offers broad diversification by asset class and fund manager.

  • Conservative Growth: 40% Equity / 60% Fixed Income
  • Balanced Growth & Income: 50% Equity / 50% Fixed Income
  • Balanced Growth: 60% Equity / 40% Fixed Income
  • Growth Focus*: 75% Equity / 25% Fixed Income

*Not available for allocations on contracts with an optional protected lifetime income benefit.


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American Funds Insurance Series® Allocation Portfolios

Each portfolio blends investment options from American Funds for objective-based growth potential.

  • Conservative: 40% Equity / 60% Fixed Income
  • Balanced*: 50% Equity / 50% Fixed Income
  • Appreciation*: 75% Equity / 25% Fixed Income

*Not available for allocations on contracts with an optional protected lifetime income benefit.


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.

Investing with the SecurePay 5 benefit
Clients have investment flexibility when they add the SecurePay 5 protected lifetime income benefit to a variable annuity. They still have access to leading fund options and a choice of allocation approaches, while following guidelines that support income guarantees.
Learn more about investing with SecurePay 5
Financial professional talks to her clients about the investment options available with their SecurePay 5 benefit.

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A grandfather thinks about the growth potential of Protective Variable Annuity II B Series enhanced death benefit as he strolls with his grandson.
Tailor legacy protection with Protective%%®%% Variable Annuity II B Series enhanced death benefits
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Customize a retirement investment strategy with SecurePay 5 benefit.
Deliver growth potential and lifetime income with the SecurePay 5%%SM%% income benefit
Learn more
We're here for you
Everyone deserves peace of mind when it comes to safeguarding what’s most important. We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
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Welcome to Protective

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¹SecurePay 5 is an optional protected lifetime income benefit available at an additional cost with certain variable annuities from Protective.

Protective Variable Annuity II B Series is a flexible premium deferred variable and fixed annuity contract issued by PLICO in all states except New York under policy form series VDA-P-2006. SecurePay 5 benefits issued under rider form number VDA-P-6035. Policy form numbers, product availability and product features may vary by state.

Protective Variable Annuity II NY B Series is a flexible premium deferred variable and fixed annuity contract issued by PLAIC in New York under policy form series VDA-A-2006. SecurePay 5 benefits issued under rider form number VDA-A-6035.

Variable annuities are long-term investments intended for retirement planning and involve market risk and the possible loss of principal. Investments in variable annuities are subject to fees and charges from the insurance company and the investment managers.

Investors should carefully consider the investment objectives, risks, charges and expenses of a variable annuity, any optional protected lifetime income benefit and the underlying investment options before investing. This and other information is contained in the prospectus for a variable annuity and its underlying investment options. Investors should read the prospectus carefully before investing. Prospectuses may be obtained by calling PLICO or PLAIC at 800-456-6330.

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