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Welcome to Concourse Financial Group
Protective Life's three distribution companies — First Protective, ProEquities and Protective Distributors — have come together as Concourse Financial Group. This exciting change opens the door to enhanced service offerings and growth opportunities for our community of financial professionals.
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Moving forward, together

You can rest assured that we are still providing you with the services and support you have always received from us, and we’ve worked to make the transition as seamless as possible for you. We’ve assembled answers to some common general questions below.
What is Concourse Financial Group?

Concourse Financial Group is a hub of the right experts, products and services that enable our community of financial professionals to move their businesses forward.


We’ve brought together an RIA, broker dealer, brokerage general agency, and protection-focused point-of-solution organization, all under one roof – enhancing the service experience for our financial professionals and opening the door to more business growth opportunities.


Within the Concourse hub, you have the flexibility to connect with any of these four service areas for financial solutions uniquely tailored to your individual client and business needs:

  • - Concourse Financial Group Advisors
  • - Concourse Financial Group Securities
  • - Concourse Financial Group Agency
  • - Concourse Financial Group Distributors
Why did First Protective, ProEquities and Protective Distributors come together under one platform?
We’ve come together as Concourse Financial Group to support the growth of your practice through integrated services, enhanced capabilities and valuable expertise. By uniting our service offerings and expertise, we’re able to better help you provide holistic financial advice to your clients.
Who can I contact with questions regarding my existing relationship?

You can contact those who supported you in the past today. You may also call the company you worked with in the past directly:

When did Concourse officially launch?
July 19, 2021

First Protective support

We’ve assembled some common questions related to your relationship with First Protective and how this change may affect you.
Am I receiving the same support with Concourse Financial Group Agency as I did with First Protective?
Yes. You can still look to us for the same support for risk management solutions.
Do I have the same support team with Concourse Financial Group Agency that I had with First Protective?
Please continue to utilize the contacts you previously worked with and our team will communicate any changes if they occur.
Does this change impact my business?

We’re excited to bring you more capabilities and resources, and we’ve worked to make this transition as seamless and undisruptive as possible. If you have any specific questions or concerns, please call 800-876-3950.

ProEquities support

We’ve assembled some common questions related to your relationship with ProEquities and how this change may affect you.
Am I receiving the same support with Concourse Financial Group as I did with ProEquities?
Yes. You can still look to us for the same support for investment and wealth management solutions.
Do I have the same support team with Concourse Financial Group that I had with ProEquities?
Please continue to utilize the contacts you previously worked with and our team will communicate any changes if they occur.
Does this change impact my business?

We’re excited to bring you more capabilities and resources, and we’ve worked to make this transition as seamless as possible. If you haven't already, please update your ProEquities disclosure to the new Concourse disclosure on any affected marketing collateral or any websites where you describe your affiliation today.

Please use the disclaimer below that represents your practice.

Investment Advisor Representative 
Advisory Services offered through Concourse Financial Group Advisors, a division of
Concourse Financial Group Securities, a Registered Investment Advisor. Securities offered through Concourse Financial Group Securities, a Registered Broker / Dealer and Member of FINRA and SIPC.

Registered Representative 
Securities offered through Concourse Financial Group Securities, a Registered Broker / Dealer and Member of FINRA and SIPC.

 
Do I need to communicate this change to my clients?

ProEquities sent a letter to your clients in late June. In addition, you’ll want to share this change with your clients as they may receive occasional correspondence from ProEquities. Please communicate how you work with Concourse Financial Group and that as of July 19, 2021, any correspondence they would have previously received from ProEquities will now come from Concourse Financial Group.  

If you have any specific questions or concerns, please call 800-288-3035 .

I had ProEquities-branded business cards. Can I get new Concourse-branded business cards?
Yes. If you had ProEquities-branded business cards, we’re happy to provide new Concourse-branded cards. Please submit this order form to start the production process.
I used the ProEquities logo in the past. How can I access the Concourse logo?

Yes. If needed, you may download our logo. Please note that by downloading our logo, you are agreeing to not alter or change any element of the Concourse logo. You can download our logo here.

Protective Distributors support

We’ve assembled some common questions related to your relationship with Protective Distributors and how this change may affect you.
Am I receiving the same support with Concourse Financial Group Distributors as I did with Protective Distributors?
Yes. You can still look to us for the same support for your Edward Jones branch office.
Do I have the same support team with Concourse Financial Group Distributors that I had with Protective Distributors?
Please continue to utilize the contacts you previously worked with and our team will communicate any changes if they occur.
Does this change impact my business?

We value our relationship with Edward Jones and are excited to bring you more capabilities and resources. We’ve worked to make this transition as seamless and undisruptive as possible. If you have any specific questions or concerns, please call 888-618-6618.

We make moving your business forward, possible.
Your success is our success. As a unified company, Concourse Financial Group has everything you need to move your business forward — all in one place. Let’s move forward, together.