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Everything you need to submit annuity business with us

We strive to make submitting annuity business a convenient and efficient experience. That's why we offer a wide range resources, flexible processes and a supportive new business team.

We’re with you at every step of the submission process

From beginning to end, we have the support and tools you need to make the annuity business submission process smooth and efficient for you and your clients.
Risk management strategies
Running Illustrations
With step-by-step instructions and user-friendly dashboards, you can run illustrations with ease.
Submitting applications
Submitting applications
We support every major vendor-supplied solution, and many proprietary systems.
Tracking Pending Business
Tracking Pending Business
Our pending business dashboard offers real-time status updates to keep you informed.
Delivering Documents
Delivering Documents
Offer variable annuity clients the convenience of electronic document delivery.
Financial professional confirms a detail with his client as he submits annuity business with speed and efficiency on his laptop.
Avoid application processing delays

We support major vendor-supplied solutions as well as firm-specific platforms. Please check with your associated firm to learn which system may be available to you.

Use our New Business Checklist to make sure that your applications are fully completed to avoid processing delays.

financial professional excited to learn about Protective's eDelivery program for his variable annuity clients.
Electronic delivery option for variable annuity documents
With our eDelivery program, variable annuity contract holders can sign-up to receive prospectuses and other key documents by email. Sign-up is simple and quick.

Other related topics

Financial professional receiving the news he has be appointed to sell with Protective.
Details about getting appointed to sell with us
Financial professional using Protective's new business tools to explain products to clients
Tools for every stage of the sales cycle
Financial professional reviewing commissions using Protective's convenient online resources.
Commission information and management
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.