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financial advisor introducing their client to Protective annuity and life insurance products
financial advisor introducing their client to Protective annuity and life insurance products
Protective and Edward Jones: One Team, One Mission
For more than 30 years, we've been on a shared mission to help more people protect the life they've built and secure their future goals. Together we'll help you offer a deeper level of service to clients and grow your business with our competitive life insurance and annuity solutions, value added programs and digital capabilities.

We're dedicated to your success

Our team has a deep understanding and respect for Edward Jones' values, culture and processes, and we're dedicated to your branch's success. We can offer strong, dependable support to help you:
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Build new relationships
Our prospecting assistance, product expertise and resources are designed to deliver outstanding client experiences.
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Deeply serve clients
We offer goals-based protection and retirement solutions tailored to their unique financial objectives.
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Gain an edge on opportunities
With our turnkey value add programs, practice management resources and effective sales concepts, you can stay ahead of financial planning opportunities.

Our history together

For more than 30 years, we've been on a mission with Edward Jones to support clients on their path to achieving their financial goals. The strength of our relationship is built on our shared history of putting people first and delivering on our promises.
1992
Relationship with Edward Jones begins
1994
Protective begins offering variable annuities through Edward Jones
1995
Protective begins offering life insurance through Edward Jones
1998
Protective pioneers Intent to Buy platform for online life insurance applications
2005
Protective forms specialized annuity wholesaling teams for dedicated sales support
2015
Protective joins the Dai-ichi Life Group
2016
Edward Jones moves to a multi-carrier life distribution model; Protective launches Protective Distributors
2021
Protective launches Concourse Financial Group; Protective Distributors becomes Concourse Financial Group Distributors

Goals-based solutions tailored to your clients' unique objectives

Protection
Life insurance products to protect what matters
Our portfolio of protection solutions makes it easy for clients to select the right coverage based on their needs and goals.
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Retirement
Annuity products to protect retirement goals
We offer solutions designed to protect clients' retirement and support their unique long-term financial goals.
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Supporting your holistic client service
When you work with us, you have access to resources to help you more deeply serve your clients, especially during transitional life moments.
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Life Checkup
Retirement Basics
Medicare Made Simple
Understanding Social Security
Retirement Risks
Working with Widows

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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Welcome to Protective

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