Submit annuity business

Everything you need to submit annuity business with us

Through our wide range of resources, flexible processes and new business support team, you can submit new annuity applications conveniently and efficiently.

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.

Running Illustrations

With step-by-step instructions and user-friendly dashboards, you can run illustrations with ease.

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Submitting applications

We support every major vendor-supplied solution, and many proprietary systems.

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Tracking Pending Business

Our pending business dashboard offers real-time status updates to keep you informed.

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Delivering Documents

Offer variable annuity clients the convenience of electronic document delivery.

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Illustrate our annuity solutions with ease

You can run illustrations using the Protective Life Illustration System (ELI) or through our Variable Annuity Illustration site. Both tools offer:

Step-by-step instructions
User-friendly views
Links to sales materials and prospectuses

Access VA hypos

Financial professional reviewing an annuity illustration

Financial professional confirms a detail with his client as he submits annuity business with speed and efficiency on his laptop.

Ready to submit an application?

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.

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Keep track of your pending business and 1035 Exchanges

You can view the real-time status of your pending annuity business and 1035 exchanges using our pending business dashboard. We’ve put together a short video and step-by-step instructions on how to keep your business moving with this online tool.

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Financial professional uses the online pending business dashboard to get status updates on pending business and 1035 Exchanges.

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.

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