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Tools and resources

We’re here to support your success. Explore self-service tools and resources that make it easier to manage and grow your business.
Agent status lookup
If you're affiliated with a broker general agency (BGA), use our agent status lookup tool to submit new contracting paperwork and confirm when agent contracts have been set up.
Annuity rates
Check our current and future annuity interest rates to stay on top of rate changes and keep your clients informed.
Book of business
Review activity and values for your clients’ life insurance policies and annuity contracts to ensure you always know where your business stands.
Compliance support
Stay up to date on advertising, regulatory and suitability changes so you can stay compliant and keep your business running smoothly.
Client correspondence report
Scan a weekly report of correspondence your clients receive from us to help them understand what’s happening and take action if needed.
Delinquent premium report
Review a weekly report of your in-force policies with outstanding payments, so you can follow up with clients and prevent policies from lapsing.
Forms
Access the forms you need to service your life insurance and annuity business efficiently.
Fund information and performance
Evaluate performance on our variable products and build diversified portfolios that support client objectives. Choose a turnkey allocation portfolio or build your own custom sub-account allocation.
Illustration tools
Easily run illustrations and hypotheticals to provide clients a clear picture of how our life insurance and annuity products can help protect them.
MyAccount
Help clients manage their account, make payments and access information online — plus, take administrative work off your plate. Download the life account flyer and annuity account flyer to learn more about MyAccount.
ProFacts report
If you’re affiliated with a broker general agency (BGA), use our ProFacts report to monitor the production status of your business, including lapses/reinstatements, on a monthly and yearly basis.
Protective Velocity
Explore our Protective Velocity suite of digital tools that support application submission to commission. Together, these tools help streamline your new business processes to reduce administrative work.
Protective University
Watch expert-hosted webinars covering the latest industry topics, research and trends. Plus, learn best practices from our sales team about life insurance and retirement solutions and strategies to boost your business.
Social Security benefits calculators
Use these Social Security benefits calculators to assist your clients in determining the best age to file and how much they can expect to receive each month.
We're here for you
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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