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Resources to help you cross-sell life insurance with success

We make it easier to offer clients more protection and grow your business with life insurance.  Our prospecting resources help you create a sustainable strategy that fits easily into your current sales process.
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Financial Professional and clients discussing life insurance options.
The first step is understanding the basics of life insurance
Share the basics of life insurance with your clients in an easy-to-understand way. Our engaging video and simple quiz help you introduce clients to the importance of life insurance to their overall protection strategy.
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Generating life opportunities

With our two-part approach to cross-selling life insurance, you can create a sustainable strategy that fits seamlessly into your current sales process.
A financial professional cross-selling life insurance to clients
Introduce life insurance into any client conversation
With our simple sales tips, you can steer any client interaction towards a discussion about common life concerns, then transition into a productive conversation about solutions.
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Financial professional reviewing their book of business to identify sales opportunities.
Identify prospects in your current book of business
We offer lead resources to help you recognize key client attributes in your existing book of business that may indicate a need for life insurance.
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Other related topics

Financial professionals learning everything they need to know to do business with Protective.
Everything you need to do business with us
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financial professional submitting a life insurance policy using the Protective Velocity tool
Submitting life business with Protective Velocity for faster, easier processing
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Financial professional using Protective resources to support her conversation with clients
Resources to support your client conversations
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We’re here for you

Everyone deserves peace of mind when it comes to safeguarding what’s most important. 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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Welcome to Protective

Before entering the site, please confirm that you are currently licensed to sell life insurance and/or annuities.

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