Skip to Content
Financial professional having a conversation with her clients about life insurance and retirement
Financial professional having a conversation with her clients about life insurance and retirement

Resources for client conversations

Whether you’re meeting a new prospect or a long-time client, we know communication is the key to your success. We have tools and resources that can help.

Support life insurance conversations

Everyone has something to protect, but they may not understand all the ways life insurance can help them do that. Explore how we can support you through common life insurance conversations and help you address client objections.
Why life insurance?
Everyone has something to protect. Discover ways to share how life insurance can offer protection that makes a real impact on clients' lives.
Cross-selling life
Find out how cross-selling life insurance can help you gain a new revenue stream, retain existing clients longer and grow your business.
Life check up
Big life events can lead to changes in protection needs. Access our life check up resources to review their life insurance coverage and recommend solutions.
Legacy planning
There are several ways to help clients build and protect what they pass on to their loved ones and communities. Use these resources to support their planning.

Support retirement conversations

Defining retirement goals and how to get there can be uncharted territory for clients. Discover how we can support you through these conversations to help clients approach key decisions with confidence. Explore these pages for more information and helpful resources.
Key retirement decisions
What’s the best age to start taking Social Security? Which Medicare option is best? Help your clients navigate through these key retirement decisions and more.
Retirement risks
There are risks that can impact even the most well thought out retirement plans. Check out some possible scenarios that clients need to prepare for.
Retirement visions
It's difficult to recommend retirement solutions without first understanding a client's overall vision for their golden years. Use these resources to capture the bigger picture.

Other related topics

Financial professional introducing life insurance to his P&C customers.
Life insurance cross-selling strategies
Learn more
Financial professionals in a class.
Key topics in business education
Learn more
A financial professional meeting with a woman about retirement strategy.
Understanding the basics of retirement planning
Learn more

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.
Contact us

Welcome to Protective

Before entering the site, please confirm that you are currently an authorized financial professional.

WEB.3417072.06.25