Investment options for Protective%%®%% Strategic Objectives II Variable UL

A solid tax-advantaged investment strategy is key to balancing a client’s holistic portfolio. Protective Strategic Objectives II VUL offers strong investment options from leading fund managers.

The power of Strategic Objectives II

When a client needs an alternative way to grow and protect their money, offer them a VUL that features a competitive fund lineup to fuel cash value growth potential.

Strong accumulation potential

Tax-deferred cash value potential with flexibility and death benefit protection to support a variety of financial goals.

Access to high-quality, lower-cost funds

Our funds were carefully chosen for their low fees and long history of performance.

Choice of turnkey or custom approaches

We offer both model portfolios and do-it-yourself options to create a tailored strategy.

Quality investment options backed by performance

Access over 30 high-quality, lower-cost funds selected from leading fund managers, each chosen for their professional credentials and experience. The quality speaks for itself: 79% of our funds have a 4- or 5-star Morningstar rating.

To view fund information, select the variable product type and name.

View funds

Logos of some of the high-performing fund offerings for Strategic Objectives II.

Offer clients a choice of approaches in their investment strategy

Strategic Objectives II VUL gives clients the flexibility to choose from a variety of quality investment options managed by top fund managers, with both turnkey and do-it-yourself options for creating a diversified portfolio.

Choose one of our simple turnkey solutions

Construct a custom allocation strategy

Simplify clients’ choices with turnkey solutions

Our Protective Life model portfolios can simplify the asset allocation process for clients who may become overwhelmed by too many investment choices. Each offers broad diversification by asset class and fund manager.

Protective Life Model Portfolio

Conservative growth

Balanced growth and income

Balanced growth

Growth focus*

*Not available for allocations on and after the Benefit Election Date on contracts with SecurePay Protector optional protected lifetime income benefit.

Target Allocation

40% equity

50% equity

60% equity

75% equity

60% equity

50% equity

40% equity

25% equity

A couple meet with a financial professional to discuss Strategic Objectives II investment options.

Construct a custom allocation strategy

If you and your clients prefer a do-it-yourself approach, our performance center provides the information and performance details you’ll need, or contact our knowledgeable team for support. You can also learn more about investment strategies by downloading our download the investment guide.