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Fortune Favors <br> The Prepared

Fortune Favors
The Prepared

Wealth<strong>X</strong><em>TM</em>

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WealthXTM

A powerful financial tool designed to secure your family's future and propel your financial dreams.
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Retirement<strong>Payday</strong><em>TM</em>

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RetirementPaydayTM

Innovative retirement planning with guaranteed income for life.
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College<strong>Plus</strong><em>TM</em>

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CollegePlusTM

The ultimate alternative to 529’S. Why only plan for college when you can prepare your family for so much more?
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Life<strong>Ensure</strong><em>TM</em>

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LifeEnsureTM

The gold standard in protecting you family's future.
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Bespoke<strong>Finance</strong><em>TM</em>

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BespokeFinanceTM

Designed specifically for high-networth individuals, it’s use of leverage is highly customized for growth and to protect your wealth.
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Wealth
X

Tax-free wealth transfer with total control over your lifetime.
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Retirement
PAYDAY

Innovating retirement planning with guaranteed income for life.

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College
PLUS

The ultimate alternative to traditional 529 plans.

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Life
ENSURE

The gold standard in protecting your family’s future.
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Bespoke
Finance

Custom solutions for high-net-worth clientele.

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We believe there is more to insurance than just protecting yourself from the unexpected.

 

Insurance that doesn’t feel like insurance.

WHAT OUR CLIENTS ARE SAYING

Our policies focus on wealth accumulation, tax advantages, retirement planning and generational planning.  Because we believe insurance isn’t something to prepare for the worst, it’s benefits can help you prepare for the best.

From the moment I started working with The Policy Shop, I felt we had great communication. They took the time to understand my goals and worked with me to achieve them. I am excited, and relieved, to have my WealthX policy.

- Lindsay R.

The thought of retirement and preparing for it seemed overwhelming before I met The Policy Shop. But they showed me a path with RetirementPAYDAY to financial preparedness and tax-free income for my retirement.

-Kelley S.

I had put off getting life insurance longer than I should have and had some health issues that others said would make it impossible to get covered. The Policy Shop was able to get me LifeENSURE at preferred rates, and now I can be confident I’m protecting the people I care about most.

- Paul K

Preparing for my 2 kids future and education has always been a top priority for me, but not knowing what direction they would want to go in life kept me paralyzed from taking action. Fortunately a friend referred me to The Policy Shop where I learned about CollegePLUS. It’s a really good feeling knowing that my kids will benefit from the decision I made.

- Thomas P

I needed a Buy-Sell life insurance policy for a business partnership and needed it quickly. The Policy Shop made the process simple and seamless with LifeENSURE. My experience was so good, now I have a WealthX policy and 2 CollegePLUS policies. They keep impressing whenever I need them.

-Gabriel B.
To us insurance is about seizing new opportunities to grow your wealth and investing in your future.

 

That’s our policy. What’s Yours?

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    DISCLAIMER: Guarantees are backed solely by the financial strength and claims paying ability of the insurance company. This content is for general educational purposes only. It is not intended to provide fiduciary, tax or legal advice. The Policy Shop has not given any legal or tax advice related to the premium financing arrangement.  Most life insurance policies require health and financial underwriting. The product and/or features may not be available in all states. State variations will apply.