First Protective works closely with our producers to help you in every area of your business.  Our job is to partner with you to efficiently transfer your client's wealth to loved ones, and in turn, generate revenue for your company.  We have a combined 60 years of experience specializing in the asset management and wealth transfer marketplace. We have developed effective prospecting and marketing systems and will provide assistance for linked benefit, wealth transfer, annuities, long term care, and disability plans by providing professional case design assistance, product consulting, packaging and selling, in a  “one-stop-shop” service.  Let us help you shorten your time from prospect to paycheck!

Get to know our team! 

Rachel Mooney, CLTC, Manager

Rachel came to First Protective from an internship in the insurance industry and has over six years experience in the industry. She has a bachelors degree in financial planning from the University of Alabama. Rachel assists producers with their fixed, indexed and income annuity sales, as well as wealth transfer product sales. She supports case design work, illustrations and general questions as well as all marketing and sales efforts. Call her directly at (205)268-6162 or email her at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Lashonda Ball, ACS, Asset & Income Protections Specialist

LaShonda has 12 years experience in the insurance industry. She has a bachelors degree from the University of Alabama at Birmingham. LaShonda assists agents with their annuities, linked benefit, long term care and disability products. She supports case design work, illustrations and general questions. Call her directly at (205)268-5571 or email her at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Kee Kee Kennedy, ACS, AAPA, Asset & Income Protection Specialist

Kee Kee has 12 years experience in the insurance industry. She has a bachelors degree in business administration from Miles College and a Master of Science in Administration from Central Michigan University. She comes to us from Protective Life where she served as Senior Annuity Contact Center Analyst. Kee Kee assists producers with their annuities, linked benefit, long term care and disability products. She supports case design work, illustrations and general questions. Please call her directly at (205)268-4540 or email her at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Lisa McCafferty, Case Manager

Lisa has over 16 years experience in the insurance industry, specifically in the Disability and Long Term Care case management. She is responsible for processing Disability and Long Term Care Insurance business. She is a graduate of University of South Alabama.   Call her directly at (205)268-4492 or email her at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Rob Cook, CLTC, Long Term Care & Disability Specialist

Rob has 17 years insurance experience in the industry. His background includes both Long Term Care and Disability Wholesale and Retail experience. He is responsible for processing Disability and Long Term Care Insurance business, quotes, sales support and case design. Call him directly at (205)268-3155 or email him at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .