Fee-based advisory solutions

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.

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

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.

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