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Advanced Tax Planning Concepts

Login Status

You will now be required to login to Forms and Quote tools. If you have a current login for Case Status or Drop Ticket, the same login will work for the other tools. If you have any questions, please contact us.

Contact First Protective: 800-876-3950

Send Quote Requests to Ulquotes@firstprotective.com


Regional Team

Gail Smith, CLU, AEP, LUTCF
Advanced Case Specialist 
gsmith@firstprotective.com
(205)268-3569

Gene Plauche, II, LUTCF, FSS
LA,MS,TX
gplauche@firstprotective.com
(225)933-4621

Jay Stubbs, CLU
AL/FL Panhandle/MS Wealth Team
jstubbs@firstprotective.com
(888)427-7881

Tommy Derrick, CLTC, LUTCF
FL
tderrick@firstprotective.com
(864)420-3309

Rob Lee
FL
rlee@firstprotective.com
352-446-5985


Pre-Sale Team (All Quote Requests)

Dwayne Eaton. ACS, ALMI
Life Insurance Specialist
deaton@firstprotective.com
(205)268-1598

Robb Roberts
LTC & Hybrid LTC Plan Specialist
rroberts@firstprotective.com
(205)268-8780

Carter Kowalski
SECURA Disability Quotes
carter@securaconsultants.com
(855)224-5400, press 0


To Submit Applications

All applications come directly to First Protective lifenewbusiness@firstprotective.com
Also there is a new Insurance Disclosure form.  Advisor needs to complete, sign and scan to client file.   Shred original, do not send to First Protective


Post-Sale Team (Pending Case Support)

Life Insurance, Hybrid Long Term Care & True LTC Applications

Molly Thomas
mthomas@firstprotective.com
(205)268-4492

Disability Support

Carter Kowalski
Secura Consultants
carter@securaconsultants.com 
(855)224-5400, press 0

Technical Support

Roche Smith
Tech Support
Rocheforte.Smith@proequities.com
(800)943-9640