Supporting all your retirement strategies
Behind every retirement strategy is a protector. Including financial professionals like you, who make it possible for clients to live out their retirement dreams by guiding them to the best solutions for their goals. And we're here for you in the same way, to help make sure you have everything you need to protect what matters most to them.
Resources for holistic retirement planning
When you’re protecting a client’s future, there’s a lot of ground to cover. We recognize it’s a lot to take on, and we’re here to help. We’ve developed a framework to better understand their retirement vision, protect against risks that could impact these plans and prepare for key decisions along the way.
Explore our retirement solutions
Whether their priority is asset protection, growth, or lifetime income, these top solutions can meet your clients' goals. Learn more about each:
Product name
Primary purpose
Asset protection
Income
Income
Growth
Risk profile
Low
Low
Low
High
Key feature
Protected principal with access to money
Protected lifetime income with access to money
Immediate and reliable income stream that's guaranteed to last for the selected term
Tax deferred growth plus an optional lifetime income benefit
Other related topics
Understanding Social Security and strategies to optimize benefits
Everything you need to submit annuity business with us
Unlock clients' full retirement potential with Protective%%®%% Dimensions V variable annuity
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.
Annuities are intended as vehicles for long-term retirement planning, which is why withdrawals reduce an annuity's remaining death benefit, contract value, cash surrender value and future earnings. Annuities also may be subject to income tax and, if taken prior to age 59 ½, an additional 10% IRS tax penalty may apply. Because Protective and its representatives do not offer legal or tax advice, it is important that clients talk with their own legal and tax advisor about their specific tax situation.
Investors should carefully consider the investment objectives, risks, charges and expenses of a variable annuity and the underlying investment options before investing. This and other information is contained in the prospectuses for a variable annuity and its underlying investment options. Prospectuses may be obtained by contacting Protective at 800.265.1545.
WEB.3144819.07.25
Investors should carefully consider the investment objectives, risks, charges and expenses of a variable annuity and the underlying investment options before investing. This and other information is contained in the prospectuses for a variable annuity and its underlying investment options. Prospectuses may be obtained by contacting Protective at 800.265.1545.
WEB.3144819.07.25
To exercise your privacy choices,