A solid tax-advantaged investment strategy is key to balancing a customer's holistic portfolio. Protective Strategic Objectives II VUL offers access to high-quality, lower-cost funds and approaches to help you support their goals.
Why invest with Protective Strategic Objectives II VUL
When a customer 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.
Offer customers a choice of approaches in their investment strategy
Protective Strategic Objectives II VUL offers a choice of turnkey and custom allocation options to help you align to customers' preferences and help them achieve their growth goals.
For a simplified approach, our preselected portfolios offer customers turnkey allocation options based on various levels of risk tolerance. Each offers broad diversification by asset class and fund manager.
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- Conservative Growth: 50% Equity / 50% Fixed Income
- Growth: 65% Equity / 35% Fixed Income
- Growth & Income: 75% Equity / 25% Fixed Income
- Aggressive Growth: 90% Equity / 10% Fixed Income
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If you and the customer prefer a do-it-yourself approach, our fund information and performance center will provide the information and performance details you'll need at a later date. In the meantime, contact our knowledgeable team for support.
Helpful resources
We want to help you decide if this solution is the right fit for customers. Use these resources to learn more about the product and support your customer conversations.
Show customers how to customize their investment strategy with our VUL
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We’re ready to help you deliver the protection and security customers 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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