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Fee-based advisory solutions

We understand your role as a fiduciary and the way you do business. That’s why we offer fee-based advisory solutions to tailor financial plans for your clients’ unique needs.

Why offer Protective’s fee-based advisory solutions?

Complement your fee-based approach
Our solutions are designed to mirror your business model.
Expand your offerings

Diversify clients’ portfolios with the growth potential of our variable solutions.
Consolidate under one fee
Serve more of your clients’ needs for added convenience and retention.
Get support from a company you can count on
We’re here to support your business and meet the unique needs of your clients.

Explore solutions built for your business

Our tax-advantaged solutions enhance both your business and clients' portfolios for greater financial stability.
Client reviews a note to call her financial advisor to discuss a Protective Investors Benefit Advisory Variable Annuity, a fee-based solution for tax-deferred investing.
Variable annuity

Offer investment and income flexibility to clients who:

  • Need cost-effective tax-deferred growth.
  • Have high-cost annuities and are looking to lower expenses.
  • Want guaranteed lifetime income or legacy protection.
See Protective%%®%% Investors Benefit Advisory VA
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Variable universal life

Diversify portfolios and manage risk for clients who:

  • Need long-term death benefit protection.
  • Want maximum accumulation potential.
  • Maxed out other investment vehicles.
See Protective%%®%% Investors Benefit Advisory VUL

Tap into support you can count on

Here’s how we can help you serve clients and conduct business on your terms.
Access tools in a streamlined dashboard
Your Protective dashboard makes it easy to find the tools you need to manage your book of business.
Access dashboard
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Track product performance
You can view fund information from Morningstar and run reports on investment performance using our tool.
View fund information and performance
Request assistance from our RIA team
Our dedicated support team specializes in the unique needs of your fee-based business.
Contact us
We’re here for you
Count on us to support you and the way you do business. Reach out to our dedicated RIA support team for help with running illustrations, submitting applications and servicing your fee-based life insurance and annuity business.
Contact us

Welcome to Protective

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