Incorporated in 1983, First Protective is a wholly owned subsidiary of Protective Life (NYSE:PL), a $40 billion parent company founded in 1907. First Protective was originally founded in 1983 to serve the needs of the independent producers and has since grown to be the southeast’s premier marketing organization providing distribution of life insurance, annuities, wealth transfer products, disability insurance and long term care. First Protective is a values driven organization committed to “World Class Service with Southern Hospitality®”.
“ Our mission is to build covenantal relationships with producers, providing them superior products and world-class service with excellence and integrity, in order to help them achieve true success. ”
First Protective is now in our 29th year of operation. Originally a life insurance distribution company, today we are a full-service financial services marketing organization providing life insurance, wealth transfer products, fixed, indexed & immediate annuities, securities and DI & LTC insurance.
First Protective’s vision is to become the premier financial services marketing organization in the nation. As stated above, First Protective has a clearly articulated mission statement, basic tenants, philosophy and core values which the management team consistently works to sustain in the culture. We believe that our consistent growth in premium and revenues as well as increased market share is attributable to our culture, which defines our business practices.
First Protective’s value proposition is unique in our industry in that our business model is built around a team of specialists and relationship managers. Unlike organizations heavily dependent on an individual principal, everyone in our firm is a specialist. While it is common in the industry today to deliver services by means of phones and computers, First Protective still believes in the value of personal relationships with wholesalers in the field. These wholesalers do extensive field case support with our institutional and independent reps. Our back office staff is experienced and many hold professional designations and industry credentials.
First Protective has a number of experienced financial services professionals that support our clients. These include our field force of Regional Sales Directors who provide field wholesale support for our multi-carrier and multi-product line platform to the producer. Other specialists include our Creative Underwriting Solutions team staffed by 2 medical underwriters and an experienced marketing associate that specialize in impaired risk and complex underwriting cases. First Protective’s Advanced Case Design team includes 2 advanced case specialists who provide concept support and case design for complex estate planning and business insurance cases. First Protective’s Asset and Wealth Transfer team provides support for wealth transfer products as well as fixed and indexed annuities. This 5 person team provides concept education, case design and case management support for producers.
In addition to promoting a producer-centered culture of excellence, First Protective is committed to utilizing best of breed business practices and utilizing state of the art technology to support our operations.