A solid tax-advantaged investment strategy is key to balancing a client’s holistic portfolio. Our advisory variable universal life solution supports their goals with access to high-quality, lower-cost funds and a choice of investment approaches.
Why invest with Protective Investors Benefit Advisory VUL
A client’s investment strategy is only as strong as the options behind it. Our advisory VUL is designed with these benefits to align with their goals and your business.
Offer clients a choice of approaches in their investment strategy
Protective Investors Benefit Advisory VUL offers a choice of turnkey and custom allocation options to help you align to your clients' preferences and help them achieve their growth goals.
For a simplified approach, our preselected portfolios offer clients turnkey allocation options based on various levels of risk tolerance. Each offers broad diversification by asset class and fund manager.
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- Conservative Growth: 50% Equity / 50% Fixed Income
- Growth: 65% Equity / 35% Fixed Income
- Growth & Income: 75% Equity / 25% Fixed Income
- Aggressive Growth: 90% Equity / 10% Fixed Income
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If you and your clients prefer a do-it-yourself approach, our fund information and performance center will provide the information and performance details you'll need at a later date. In the meantime, contact our knowledgeable team for support.
Helpful resources
We want to help you decide if this solution is the right fit for your clients. Use these resources to learn more about the product and support your client conversations.
Help clients customize their investment strategy
Review a list of investment options and expenses
See how this solution performed last quarter
Other related topics
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Diversify portfolios with fee-based Protective%%®%% Investors Benefit Advisory VUL
Key decisions in retirement planning
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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