PARTICIPATION AGREEMENT AmongParticipation Agreement • November 24th, 2020 • PLICO Variable Annuity Account S • Massachusetts
THIS AGREEMENT, made and entered into as of the 11th day of April, 2007 by and among PROTECTIVE LIFE INSURANCE COMPANY, (hereinafter the “Company”), a Tennessee corporation, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”); and FIDELITY DISTRIBUTORS CORPORATION (hereinafter the “Underwriter”), a Massachusetts corporation; and each of VARIABLE INSURANCE PRODUCTS FUND, VARIABLE INSURANCE PRODUCTS FUND II, VARIABLE INSURANCE PRODUCTS FUND III and VARIABLE INSURANCE PRODUCTS FUND IV, each an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (each referred to hereinafter as the “Fund”).
Participation AgreementParticipation Agreement • November 25th, 2020 • PLICO Variable Annuity Account S • California
FUND PARTICIPATION AGREEMENT Protective Life Insurance Company Columbia Funds Variable Insurance Trust Columbia Management Investment Advisers, LLC and Columbia Management Investment Distributors, Inc. April 12, 2021Fund Participation Agreement • April 16th, 2021 • PLICO Variable Annuity Account S • Massachusetts
THIS AGREEMENT, made and entered into as of this 12 day of April, 2021, by and among PROTECTIVE LIFE INSURANCE COMPANY (the “Company”), a Tennessee life insurance company, on its own behalf and on behalf of its separate accounts (the “Accounts”); COLUMBIA FUNDS VARIABLE INSURANCE TRUST, an open-end management investment company organized under the laws of Massachusetts (the “Fund”); COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC (the “Adviser”), a Minnesota limited liability company; and COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (the “Distributor”), a Delaware corporation.
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • November 24th, 2020 • PLICO Variable Annuity Account S • New York
Protective Life Insurance Company (“Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the “Funds” and, individually, a “Fund”), for good and valuable consideration, hereby agree on this 18th day of June 2015, that Class 2 shares of the Funds and Class 4 shares of the Funds (“Class 2 or 4 Shares” together , the “shares”) shall be made available to serve as underlying investment media for certain variable annuity contracts (hereinafter called “Contract(s)”; holders of such Contracts hereinafter called “Contractholder(s)”) to be offered by the Insurance Company subjec
AMENDMENT TO THE PARTICIPATION AGREEMENT AMONG PROTECTIVE LIFE INSURANCE COMPANY AND FIDELITY DISTRIBUTORS COMPANY LLCParticipation Agreement • April 13th, 2023 • PLICO Variable Annuity Account S
THIS AMENDMENT TO THE PARTICIPATION AGREEMENT (the “Amendment”) is made as of this 15th day of December 2022 by and between FIDELITY DISTRIBUTORS COMPANY LLC, VARIABLE INSURANCE PRODUCTS FUND, VARIABLE INSURANCE PRODUCTS FUND II AND VARIABLE INSURANCE PRODUCTS FUND III VARIABLE INSURANCE PRODUCTS FUND IV, and VARIABLE INSURANCE PRODUCTS FUND V, and PROTECTIVE LIFE INSURANCE COMPANY (the “Company,” and collectively, the “Parties”). Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement (defined below).
AMENDMENT TO THE PARTICIPATION AGREEMENT AMONG PROTECTIVE LIFE INSURANCE COMPANY, GOLDMAN SACHS VARIABLE INSURNACE TRUST AND GOLDMAN SACHS & CO. LLCThe Participation Agreement • April 13th, 2023 • PLICO Variable Annuity Account S
THIS AMENDMENT TO THE PARTICIPATION AGREEMENT (the “Amendment”) is made as of this 15th day of December, 2022 by and between GOLDMAN SACHS VARIABLE INSURANCE TRUST, a statutory trust formed under the laws of Delaware (the “Trust”), Goldman Sachs & Co. LLC, a New York limited liability company (the “Distributor”), and PROTECTIVE LIFE INSURANCE COMPANY, a Tennessee life insurance company (the “Company”). Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement (defined below).
AMENDED AND RESTATED PARTICIPATION AGREEMENT BY AND AMONG AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) INVESCO DISTRIBUTORS, INC., PROTECTIVE LIFE INSURANCE COMPANY ON BEHALF OF ITSELF AND ITS SEPARATE ACCOUNTS, AND INVESTMENT...Participation Agreement • November 24th, 2020 • PLICO Variable Annuity Account S • Delaware
THIS AGREEMENT, made and entered into as of the 1st day of February, 2015 (“Agreement”), by and among AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS), a Delaware trust (“AVIF (IVIF)”), INVESCO DISTRIBUTORS, INC., a Delaware corporation (“INVESCO”), PROTECTIVE LIFE INSURANCE COMPANY, an Arkansas life insurance company (“LIFE COMPANY”), on behalf of itself and each of its segregated asset accounts listed in Schedule A hereto, as the parties hereto may amend from time to time (each, an “Account,” and collectively, the “Accounts”); and INVESTMENT DISTRIBUTORS, INC., an affiliate of LIFE COMPANY and the principal underwriter of the Contracts (“UNDERWRITER”) (collectively, the “Parties”).
AMENDMENT TO FUND PARTICIPATION AGREEMENT Regarding RULE 498A And FUND DISCLOSURE DOCUMENTSFund Participation Agreement • April 13th, 2023 • PLICO Variable Annuity Account S
Protective Life Insurance Company (the “Company”), BlackRock Variable Series Funds, Inc. and BlackRock Variable Series Funds II, Inc. (each, the “Fund”), each an open-end management investment company organized as a Maryland corporation, and BlackRock Investments, LLC (the “Underwriter”), entered into a certain participation agreement dated December 1, 2020 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of April 1, 2022, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”).
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 13th, 2023 • PLICO Variable Annuity Account S
THIS AMENDMENT TO PARTICIPATION AGREEMENT (this “Amendment”) is made as of the 16th day of September, 2022, by and among PROTECTIVE LIFE INSURANCE COMPANY (“Protective”), acting herein for and on behalf of itself and on behalf of each segregated asset account set forth in Schedule A to the Participation Agreement between the parties (the “Accounts”); BLACKROCK VARIABLE SERIES FUNDS, INC. and BLACKROCK VARIABLE SERIES FUNDS II, INC. (each, the “Fund”); and BLACKROCK INVESTMENTS, LLC (the “Underwriter”, together with the Fund, “BlackRock”).
Amendment No. 2 to Participation Agreement Franklin Templeton Variable Insurance Products Trust Franklin Distributors, LLC Protective Life Insurance Company Investment Distributors, Inc.PLICO Variable Annuity Account S • April 13th, 2023
Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin Distributors, LLC, Protective Life Insurance Company and Investment Distributors, Inc., your distributor (collectively, the “Company” “you” or “your”), on your behalf and on behalf of certain Accounts, (all of the preceding individually a “Party”, collectively, the “Parties”) have previously entered into a Participation Agreement dated November 30, 2020, as amended (the “Agreement”). The Parties now desire to amend the Agreement by this amendment (the “Amendment”). Unless otherwise indicated, the terms defined in the Agreement shall have the same meaning in this Amendment.
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 13th, 2023 • PLICO Variable Annuity Account S
THIS AMENDMENT TO PARTICIPATION AGREEMENT (this “Amendment”) is made as of the 30th day of December, 2022, by and among PROTECTIVE LIFE INSURANCE COMPANY(the “Company”), acting herein for and on behalf of itself and on behalf of each separate accounts (the “Accounts”); COLUMBIA FUNDS VARIABLE INSURANCE TRUST (the “Fund”), COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC (the “Adviser”), and COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (“Distributor”, and together with the Fund and the Adviser, “Columbia”).
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 13th, 2023 • PLICO Variable Annuity Account S
THIS AMENDMENT TO PARTICIPATION AGREEMENT (this “Amendment”) is made as of the 30th day of December, 2022, by and among PROTECTIVE LIFE INSURANCE COMPANY (the “Company”), acting herein for and on behalf of itself and on behalf of each separate accounts (the “Accounts”); COLUMBIA FUNDS VARIABLE INSURANCE TRUST II (the “Fund”), COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC (the “Adviser”), and COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (“Distributor”, and together with the Fund and the Adviser, “Columbia”).
AMENDMENT TO FUND PARTICIPATION AGREEMENT (Service and Institutional Shares)Fund Participation Agreement • April 13th, 2023 • PLICO Variable Annuity Account S
THIS AMENDMENT TO THE FUND PARTICIPATION AGREEMENT (this “Amendment”) is made as of the 1st day of October, 2022, by and among PROTECTIVE LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the State of Tennessee (the “Company”), acting herein for and on behalf of itself and on behalf of each segregated asset account set forth in Schedule A to the Participation Agreement between the parties (the “Accounts”); and JANUS ASPEN SERIES, an open-end management investment company organized as a Delaware statutory trust (the “Trust”).
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 13th, 2023 • PLICO Variable Annuity Account S
THIS AMENDMENT TO PARTICIPATION AGREEMENT (this “Amendment”) is made as of the 11th day of August, 2022, by and among PROTECTIVE LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the State of Tennessee (the “Company”), acting herein for and on behalf of itself and on behalf of each segregated asset account set forth in Schedule A to the Participation Agreement between the parties (the “Separate Accounts”); MFS VARIABLE INSURANCE TRUST, a Massachusetts business trust, MFS VARIABLE INSURANCE TRUST II, a Massachusetts business trust, and MFS VARIABLE INSURANCE TRUST III, a Delaware statutory trust (collectively, the “Trusts”); and MFS FUND DISTRIBUTORS, INC., a Delaware corporation (“MFD”, and together with the Trusts, “MFS”).
Broker-Dealer Selling Agreement For Sales of Protective Life Insurance Company Life Insurance and Annuity Contracts FINRA FirmPLICO Variable Annuity Account S • November 25th, 2020 • New York
Protective Life Insurance Company (“Protective”) has appointed Investment Distributors, Inc. (“IDI,” and together with Protective, the “Company”), a registered broker-dealer under the Securities and Exchange Act of 1934, as amended, and member of the Financial Industry Regulatory Authority, Inc. (“FINRA”), as the principal underwriter of the variable life insurance and annuity contracts that are issued by Protective. This Broker-Dealer Selling Agreement (the “Agreement”) allows IDI to compensate Selling Firm for the sale by Selling Firm and Licensed Personnel (defined below) of certain Protective life insurance policies and annuity contracts (individually, a “Contract” and collectively, the “Contracts”) set forth on the Product and Compensation Schedule(s), Schedule A, of this Agreement. The Product and Compensation Schedule is subject to change at any time upon notice to Selling Firm.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 15th, 2024 • PLICO Variable Annuity Account S
THIS AGREEMENT, made as of May 1, 2023, by and between LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, a Delaware statutory trust (“Trust”), on its behalf and on behalf of its investment series set forth in Exhibit A (each, a “Fund”), LINCOLN FINANCIAL DISTRIBUTORS, INC., a Connecticut corporation (“Distributor”), LINCOLN FINANCIAL INVESTMENTS CORPORATION, a Tennessee corporation (“Adviser”), and PROTECTIVE LIFE INSURANCE COMPANY (“Company”), a Tennessee corporation.
FUND PARTICIPATION AGREEMENT Schwab Annuity PortfoliosFund Participation Agreement • April 16th, 2021 • PLICO Variable Annuity Account S • California
THIS AGREEMENT, made and entered into as of this 9th day of November, 2020 by and among Protective Life Insurance Company (“Company”), on its own behalf and on behalf of each of its segregated asset accounts named on Schedule A (the "Account"); SCHWAB ANNUITY PORTFOLIOS, a business trust organized under the laws of Massachusetts ("Fund"); and CHARLES SCHWAB & CO., INC., a California corporation ("Schwab” or the ”Distributor") (each a “Party,” and collectively, the “Parties”).
PARTICIPATION AGREEMENTParticipation Agreement • April 16th, 2021 • PLICO Variable Annuity Account S • New York
THIS AGREEMENT, made and entered into as of the 16th day of December, 2020 (“Agreement”), by and among Protective Life Insurance Company, a Tennessee life insurance company (“Insurer”) (on behalf of itself and each segregated asset account of the Company set forth in Schedule B, as may be amended from time to time (the “Separate Accounts”),); Investment Distributors, Inc., a Tennessee corporation (“Contracts Distributor”), the principal underwriter with respect to the Contracts referred to below; AllianceBernstein L.P., a Delaware limited partnership (“Adviser”), the investment adviser of the Fund referred to below; and AllianceBernstein Investments, Inc., a Delaware corporation (“Distributor”), the Fund’s principal underwriter (collectively, the “Parties”),
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 13th, 2023 • PLICO Variable Annuity Account S
THIS AMENDMENT TO PARTICIPATION AGREEMENT (this “Amendment”) is made as of the 15th day of December, 2022, by and among PROTECTIVE LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the State of Tennessee (the “Company”), acting herein for and on behalf of itself and on behalf of each segregated asset account set forth in Schedule A to the Participation Agreement between the parties (the “Accounts”); SCHWAB ANNUITY PORTFOLIOS, a Massachusetts business trust (the “Fund”), and CHARLES SCHWAB & CO., INC., a California corporation (“Distributor”, and together with the Fund, “Schwab”).
FUND PARTICIPATION AGREEMENT Clayton Street TrustFund Participation Agreement • November 25th, 2020 • PLICO Variable Annuity Account S • New York
THIS AGREEMENT is made this 1st day of May 2016, between Janus Distributors LLC (the “Distributor”) and Janus Services LLC (“Janus Services”), each a Delaware limited liability company, and Protective Life Insurance Company, a life insurance company organized under the laws of the State of Tennessee (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A, as may be amended from time to time (the “Accounts”).
Amendment to FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 15th, 2024 • PLICO Variable Annuity Account S
THIS AMENDMENT, by and between LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, a Delaware statutory trust (“Trust”), on its behalf and on behalf of its investment series set forth in Exhibit A (each, a “Fund”), LINCOLN FINANCIAL DISTRIBUTORS, INC., a Connecticut corporation (“Distributor”), LINCOLN FINANCIAL INVESTMENTS CORPORATION, a Tennessee corporation (“Adviser”), and PROTECTIVE LIFE INSURANCE COMPANY (“Company”), a Tennessee corporation, is effective as of April 29, 2024 (the “Effective Date”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • November 25th, 2020 • PLICO Variable Annuity Account S • Colorado
THIS FUND PARTICIPATION AGREEMENT (the “Agreement”) is made and entered into as of this ____ day of _______________, 2020 (the “Effective Date”) by and among Protective Life Insurance Company (hereinafter “PLICO”), a Tennessee life insurance company, on its own behalf and on behalf of its separate account(s) listed on Schedule B attached hereto (the “Accounts”);; Great-West Funds, Inc., a Maryland corporation consisting of the separate series described in Schedule A (hereinafter the “Fund”); Great-West Capital Management, LLC, a Colorado limited liability company and registered investment adviser under the Investment Advisers Act of 1940 (hereinafter the “Adviser”), and GWFS Equities, Inc., a Delaware corporation (hereinafter the “Distributor”) (each a “Party” and collectively the “Parties”).
AMENDMENT TO PROTECTIVE LIFE INSURANCE COMPANY PARTICIPATION AGREEMENTPLICO Variable Annuity Account S • April 15th, 2024
Protective Life Insurance Company, (on behalf of itself and each segregated asset account of the Company set forth in Schedule B, as may be amended from time to time (the “Separate Accounts”)), Investment Distributors, Inc., AllianceBernstein L.P., and AllianceBernstein Investments, Inc., hereby amend the Participation Agreement (“Agreement”) dated December 16th, 2020, as amended, by doing the following:
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 13th, 2023 • PLICO Variable Annuity Account S
THIS AMENDMENT TO PARTICIPATION AGREEMENT (this “Amendment”) is made as of the 10th day of August, 2022, by and among PROTECTIVE LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the State of Tennessee (the “Company”), acting herein for and on behalf of itself and on behalf of each separate account set forth in Schedule B to the Participation Agreement between the parties (the “Separate Accounts”); ROYCE CAPITAL FUND (the “Fund”); and ROYCE FUND SERVICES, LLC (formerly Royce Fund Services, Inc.) (the “Distributor” and collectively with the Fund, “Royce”).
NOVATION OF AND AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • November 24th, 2020 • PLICO Variable Annuity Account S
THIS NOVATION OF AND AMENDMENT TO PARTICIPATION AGREEMENT made this 25th day of April, 2011 (the “Effective Date”), by and among Allianz Global Investors Distributors LLC (“AGID”), PIMCO Investments LLC (“PI”), PIMCO Variable Insurance Trust (the “Fund”) and Protective Life and Annuity Insurance Company (the “Company”).
ContractShareholder Information Agreement • April 16th, 2021 • PLICO Variable Annuity Account S
This Agreement is entered into on December 8, 2020, by and between T. Rowe Price Services, Inc. (“Services”), T. Rowe Price Investment Services, Inc., (“Investment Services”) (collectively “T. Rowe Price”) and Protective Life Insurance Company (“Intermediary”).
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 15th, 2024 • PLICO Variable Annuity Account S
Protective Life Insurance Company (the “Company”), a Tennessee life insurance company, Schwab Annuity Portfolios (the “Fund”), a Massachusetts business trust, and Charles Schwab & Co., Inc. (the “Distributor”), a California corporation, entered into a certain participation agreement dated November 9, 2020 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of March 22, 2022, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Distributor (collectively, the “Parties”).
Amendment No. 4 to Participation Agreement Among Protective Life Insurance Company PIMCO Variable Insurance Trust, and PIMCO Investments LLCPLICO Variable Annuity Account S • April 16th, 2021
Protective Life Insurance Company (the “Company”), on its behalf and on behalf of certain Accounts of the Company, PIMCO Variable Insurance Trust (the “Fund”), and PIMCO Investments LLC (the “Underwriter”), have previously entered into a Participation Agreement dated November 1, 2009, as amended (the “Agreement”). The parties now desire to further amend the Agreement by this amendment (the “Amendment”).
FIFTH AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 16th, 2021 • PLICO Variable Annuity Account S
This Fifth Amendment to Participation Agreement (“Amendment”) is entered into by and among Legg Mason Investor Services, LLC (the “Distributor”), Legg Mason Partners Variable Equity Trust and Legg Mason Partners Variable Income Trust (each a “Fund”, collectively the “Funds”), Legg Mason Partners Fund Advisor, LLC (the “Advisor”) and Protective Life Insurance Company (the “Company”), collectively (the “Parties”).
Form of ADDENDUM TO SCHEDULE OF PARTICIPATON AGREEMENTParticipaton Agreement • November 24th, 2020 • PLICO Variable Annuity Account S
This Addendum (“Addendum”) to the original Schedule of the Participation Agreement executed on November 1, 2009 is entered into by and among Legg Mason Investor Services, LLC, Legg Mason Partners Variable Equity Trust, Legg Mason Partners Fund Advisor, LLC and Protective Life Insurance Company, collectively (the “Parties”).
AMENDMENT TO PROTECTIVE LIFE INSURANCE COMPANY PARTICIPATION AGREEMENTParticipation Agreement • November 24th, 2020 • PLICO Variable Annuity Account S
Protective Life Insurance Company, Variable Insurance Products Fund, Variable Insurance Products Fund II And Variable Insurance Products Fund III Variable Insurance Products Fund IV, and Variable Insurance Products Fund V and Fidelity Distributors Company LLC hereby amend the Participation Agreement (“Agreement”) dated April 11, 2007, as amended, by doing the following:
AMENDMENT TO PROTECTIVE LIFE INSURANCE COMPANY PARTICIPATION AGREEMENTPLICO Variable Annuity Account S • April 13th, 2023
This Amendment may be executed in two or more counterparts, each of which shall be an original and all of which together shall constitute one and the same instrument.
AMENDMENT TO PROTECTIVE LIFE INSURANCE COMPANY PARTICIPATION AGREEMENTPLICO Variable Annuity Account S • April 13th, 2023
This Amendment may be executed in two or more counterparts, each of which shall be an original and all of which together shall constitute one and the same instrument.
PARTICIPATION AGREEMENTParticipation Agreement • November 24th, 2020 • PLICO Variable Annuity Account S
This Third Amendment to Participation Agreement (“Amendment”) is entered into by and among Legg Mason Investor Services, LLC, (the “Distributor”), Legg Mason Partners Variable Equity Trust (the “Fund”), Legg Mason Partners Fund Advisor, LLC (the “Advisor”) and Protective Life Insurance Company (the “Company”), collectively (the “Parties”).
FUND PARTICIPATION AGREEMENT Protective Life Insurance Company Columbia Funds Variable Series Trust II Columbia Management Investment Advisers, LLC and Columbia Management Investment Distributors, Inc. April 12, 2021Fund Participation Agreement • April 16th, 2021 • PLICO Variable Annuity Account S • Massachusetts
