May 2025 - The Policy Shop

Impact of Market Volatility on Indexed Universal Life Insurance cash value | Discover the protection features and growth potential.

29 May Impact of Market Volatility on Indexed Universal Life Insurance cash value

Posted at 17:43h in Article | Understanding Life Insurance, IULs, Annuities

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Top Riders to Enhance Your Cash Value Life Insurance | cash value growth, provide living benefits, and protect your policy in tough times.

29 May Top Riders to Enhance Your Cash Value Life Insurance

Posted at 15:11h in Article | Understanding Life Insurance, IULs, Annuities

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Using Cash Value Life Insurance to Supplement Retirement Income: Tax-advantaged access, market protection, and lifelong coverage.

29 May Using Cash Value Life Insurance to Supplement Retirement Income

Posted at 14:19h in Article | Understanding Life Insurance, IULs, Annuities

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7 strategies to grow the cash value in your life insurance. Grow your policy’s cash value faster and more efficiently.

29 May 7 strategies to grow the cash value in your life insurance policy.

Posted at 13:55h in Article | Understanding Life Insurance, IULs, Annuities

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Discover how The CHAMP Plan™ supplements your company’s health benefits with $0 copays, no deductibles, and powerful wellness tools—at no net cost.

28 May The CHAMP Plan™ supplements your company’s health benefits with $0 copays, no deductibles, and powerful wellness tools—at no net cost.

Posted at 19:02h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan

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50 Frequently Asked Questions About Term & Whole Life Insurance, answered by experts

21 May 50 Frequently Asked Questions About Term & Whole Life Insurance

Posted at 19:37h in Article | Understanding Life Insurance, IULs, Annuities

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50 Frequently Asked Questions About Annuities, answered by experts

21 May 50 Frequently Asked Questions About Annuities

Posted at 19:25h in Article | Understanding Life Insurance, IULs, Annuities

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Cash Value Life Insurance vs. Annuities: Which One Should You Choose? Which financial tool best fits your goals.

21 May Cash Value Life Insurance vs. Annuities: Which One Should You Choose?

Posted at 17:44h in Article | Understanding Life Insurance, IULs, Annuities

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Cash Value Life Insurance | Flexible Savings & Lifelong Protection

21 May Cash Value Life Insurance | Build tax-deferred savings

Posted at 16:29h in Article | Understanding Life Insurance, IULs, Annuities

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How Inflation Protection Works with Indexed Universal Life Insurance | tax-advantaged growth, downside protection, and market-linked returns.

21 May Inflation Protection with Indexed Universal Life Insurance

Posted at 14:29h in Article | Understanding Life Insurance, IULs, Annuities

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Cash Value vs. Death Benefit | Life Insurance Explained. Discover how each works and how to use your policy to its full potential.

21 May Cash Value vs. Death Benefit | Life Insurance Explained

Posted at 13:50h in Article | Understanding Life Insurance, IULs, Annuities

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Premium Financing Life Insurance | Wealth Strategy for HNW Clients: protect wealth, reduce taxes, and preserve liquidity.

20 May Premium Financing Life Insurance | HNW Clients

Posted at 20:23h in Article | Understanding Life Insurance, IULs, Annuities

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Cash Value Life Insurance vs. Term Life Insurance: Which Is Better? Learn the pros, cons, and which policy type fits your needs.

20 May Cash Value Life Insurance vs. Term Life Insurance: Which Is Better?

Posted at 19:53h in Article | Understanding Life Insurance, IULs, Annuities

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5 Life Events That Cash Value Life Insurance Can Help Fund | buying a home, college, emergencies, business growth, and retirement.

20 May 5 Life Events That Cash Value Life Insurance Can Help Fund

Posted at 19:37h in Article | Understanding Life Insurance, IULs, Annuities

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Discover how annuities can create guaranteed income for life. Explore retirement planning strategies that protect your savings and reduce tax risk. Free consultation.

20 May Retirement Planning That Works for Life — Not Just for Now

Posted at 19:26h in Article | Understanding Life Insurance, IULs, Annuities

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Term Life Insurance: Simple, Affordable Protection for What Matters Most | Choose from 10, 20, or 30-year plans.

20 May Term Life Insurance: Simple, Affordable Protection

Posted at 19:19h in Article | Understanding Life Insurance, IULs, Annuities

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Whole Life Insurance | Lifetime Coverage + Cash Value. Guaranteed coverage, growing cash value, and flexible financial benefits.

20 May Whole Life Insurance: Lifetime Coverage + Cash Value

Posted at 18:58h in Article | Understanding Life Insurance, IULs, Annuities

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Permanent Life Insurance | Lifetime Coverage + Cash Value

20 May Permanent Life Insurance | Lifetime Coverage + Cash Value

Posted at 18:48h in Article | Understanding Life Insurance, IULs, Annuities

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Top 5 Benefits of Cash Value Life Insurance

20 May Top 5 Benefits of Cash Value Life Insurance

Posted at 18:36h in Article | Understanding Life Insurance, IULs, Annuities

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Discover how IUL for children offers lifelong protection, tax-free college funding, and cash value for major milestones.

20 May Discover how IUL for children offers lifelong protection

Posted at 18:28h in Article | Understanding Life Insurance, IULs, Annuities

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College Funding That Works — With Indexed Universal Life Insurance (IUL) | Flexible cash value growth, tax benefits, and more!

20 May College Funding — With Indexed Universal Life Insurance

Posted at 18:18h in Article | Understanding Life Insurance, IULs, Annuities

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Indexed Universal Life Insurance | Tax-Free Growth & Lifelong Protection. IUL supports your retirement and legacy goals.

20 May Indexed Universal Life Insurance | Tax-Free Growth & Lifelong Protection

Posted at 18:07h in Article | Understanding Life Insurance, IULs, Annuities

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Annuities for Retirement Income | Secure Guaranteed Income. Market protection, tax-deferred growth, and stress-free planning.

20 May Annuities for Retirement Income | Secure Guaranteed Income

Posted at 18:00h in Article | Understanding Life Insurance, IULs, Annuities

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Can Cash Value Life Insurance Help With Disability or Income Loss? It can support you with policy loans, riders, and flexible cash access.

20 May Can Cash Value Life Insurance Help With Disability or Income Loss?

Posted at 17:51h in Article | Understanding Life Insurance, IULs, Annuities

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Understand the difference between policy loans and withdrawals on your cash value life insurance. Learn how each option works and which is best for you.

20 May Policy Loans vs. Withdrawals | Cash Value Life Insurance Explained

Posted at 17:27h in Article | Understanding Life Insurance, IULs, Annuities

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Pre-Tax Health Benefit Solution Under IRS Section 125 | Help employees keep more of what they earn—while your business enjoys tax savings.

20 May A Smarter, Pre-Tax Health Benefit Solution Under IRS Section 125

Posted at 15:10h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan

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Premium Financing for High-Net-Worth Clients | Fund large life insurance policies without tying up capital.

19 May Premium Financing for High-Net-Worth Clients

Posted at 20:44h in Article | Understanding Life Insurance, IULs, Annuities

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CollegePLUS Indexed Universal Life Insurance | Learn how IULs can outperform 529 plans while offering lifelong benefits.

19 May CollegePLUS Indexed Universal Life Insurance

Posted at 20:31h in Article | Understanding Life Insurance, IULs, Annuities

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RetirementPAYDAY Annuity: Guaranteed Lifetime Income You Can Count On | Guaranteed paychecks, market protection, and tax-deferred growth.

19 May RetirementPAYDAY Annuity: Guaranteed Lifetime Income You Can Count On

Posted at 20:23h in Article | Understanding Life Insurance, IULs, Annuities

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WealthX | Indexed Universal Life Insurance for Tax-Free Retirement | tax-free retirement income, principal protection long-term wealth growth

19 May WealthX Indexed Universal Life Insurance

Posted at 20:18h in Article | Understanding Life Insurance, IULs, Annuities

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LifeENSURE Term & Whole Life Insurance | Get affordable protection now, build cash value for the future, and leave a tax-free legacy.

19 May LifeENSURE Term & Whole Life Insurance

Posted at 20:00h in Article | Understanding Life Insurance, IULs, Annuities

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Avoid common mistakes and secure your financial future today.

19 May The Best Retirement Income Strategies (And What to Avoid)

Posted at 19:10h in Article | Understanding Life Insurance, IULs, Annuities

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Retirement Planning for Baby Boomers: How to Secure Your Future Before It’s Too Late | Plan smarter—even if you’re starting late.

19 May Retirement Planning for Baby Boomers: Secure Your Future Before It’s Too Late

Posted at 18:08h in Article | Understanding Life Insurance, IULs, Annuities

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Protect Your Retirement from Inflation Without Taking Big Risks: Annuities, inflation protection and income laddering.

19 May Protect Your Retirement from Inflation Without Taking Big Risks

Posted at 18:00h in Article | Understanding Life Insurance, IULs, Annuities

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Caring Companies Choose Section 125 Plans—Here’s Why | If you care about your team’s well-being, this benefit belongs in your playbook.

19 May Caring Companies Choose Section 125 Plans—Here’s Why

Posted at 14:37h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan

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Retirement Planning for Couples: How to Build a Joint Financial Future

15 May Retirement Planning for Couples: Joint Financial Future

Posted at 14:33h in Article | Understanding Life Insurance, IULs, Annuities

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Boost retention and morale with this budget-friendly benefit | The Low-Cost, High-Impact Benefit Your Team Actually Wants.

14 May Boost retention and morale with this budget-friendly benefit.

Posted at 18:48h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan

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Divorced? Here’s How to Rebuild Your Retirement Strategy From Scratch | Learn how to navigate retirement planning after divorce.

13 May Divorced? Here’s How to Rebuild Your Retirement Strategy From Scratch

Posted at 15:50h in Article | Understanding Life Insurance, IULs, Annuities

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catch up retirement plan for women, late start retirement, annuity catch-up options

13 May Starting late on retirement planning?

Posted at 13:58h in Article | Understanding Life Insurance, IULs, Annuities

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Retirement planning for married women is essential—especially for moms. Learn how to create your own financial plan and secure your future.

08 May Retirement planning for married women is essential—especially for moms.

Posted at 20:05h in Article | Understanding Life Insurance, IULs, Annuities

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Discover the importance of a retirement plan for single women and how to start building financial independence in your 30s and beyond.

08 May Discover the importance of a retirement plan for single women

Posted at 19:41h in Article | Understanding Life Insurance, IULs, Annuities

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Starting late on retirement planning? Don’t worry! Discover actionable strategies and tips to catch up on retirement savings and secure your financial future, even if you’re starting later in life.

08 May Starting late on retirement planning? Don’t worry!

Posted at 19:31h in Article | Understanding Life Insurance, IULs, Annuities

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Your retirement plan needs to work as hard as you do

08 May Your retirement plan needs to work as hard as you do.

Posted at 19:12h in Article | Understanding Life Insurance, IULs, Annuities

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Want growth without market losses? Discover how IUL can build wealth and protect your family at the same time.

08 May Want growth without market losses? Discover how IUL can build wealth

Posted at 15:47h in Article | Understanding Life Insurance, IULs, Annuities

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Solving the HR Budget Puzzle with Section 125 Plans | Stretch your HR budget with a compliant plan that delivers real financial impact.

07 May Solving the HR Budget Puzzle with Section 125 Plans

Posted at 19:33h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan

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Life insurance can help while you’re still alive. Learn how living benefits work—and why they matter.

07 May Life insurance can help while you’re still alive.

Posted at 17:25h in Article | Understanding Life Insurance, IULs, Annuities

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The Champ Plan helps employers reduce payroll taxes. Find out how it works and how much you could save. (Section 125 Plan)

07 May The Champ Plan helps employers reduce payroll taxes.

Posted at 17:17h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan

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The Champ Plan Shows Your Team You Truly Care | This powerful benefit helps you support your employees without stretching your budget.

06 May The Champ Plan Shows Your Team You Truly Care

Posted at 20:08h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan

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Why Parents Are Choosing Life Insurance Over 529 Plans | A new trend shows parents choosing life insurance over 529s. Here’s why.

06 May Why Parents Are Choosing Life Insurance Over 529 Plans

Posted at 18:34h in Article | Understanding Life Insurance, IULs, Annuities

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Cut payroll taxes and boost take-home pay with Section 125 plans | Cafeteria plans —here’s how small businesses benefit.

06 May Cut payroll taxes and boost take-home pay with Section 125

Posted at 14:33h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan

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Can Life Insurance Help You Build Wealth? Absolutely | Discover how modern life insurance can do more than protect—it can grow your wealth.

05 May Can Life Insurance Help You Build Wealth? Absolutely.

Posted at 20:09h in Article | Understanding Life Insurance, IULs, Annuities

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How Smart Employers Use Section 125 Plans to Prioritize Employee Well-Being | Easy, affordable way to care for employee wellness.

05 May How Smart Employers Use Section 125 Plans to Prioritize Employee Well-Being

Posted at 18:51h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan

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How to Be the Employer Everyone Wants to Work For—Without Blowing Your Budget | Here’s one simple strategy that makes you stand out.

05 May How to Be the Employer Everyone Wants to Work For—Without Blowing Your Budget

Posted at 17:37h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan

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What Is a Section 125 Cafeteria Plan? (And Why Smart Employers Use One) | The plan saves employers & employees money through pre-tax benefits.

05 May What Is a Section 125 Cafeteria Plan? (And Why Smart Employers Use One)

Posted at 14:46h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan

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The New Rules of Employee Benefits | Wellness, flexibility, and financial relief now define modern employee benefits—here’s what to offer.

04 May The New Rules of Employee Benefits – The Policy Shop

Posted at 00:40h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan

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Life Insurance with Health Conditions: What You Need to Know | Here’s how to improve your chances and get covered.

02 May Life Insurance with Health Conditions: What You Need to Know

Posted at 23:22h in Article | Understanding Life Insurance, IULs, Annuities

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How to Calculate the Right Amount of Life Insurance | Use this simple guide to calculate your ideal coverage.

02 May How to Calculate the Right Amount of Life Insurance

Posted at 20:51h in Article | Understanding Life Insurance, IULs, Annuities

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Living Benefits of Life Insurance: Use It While You're Alive | Use it for retirement, emergencies, and medical costs while you're still alive.

01 May Living Benefits of Life Insurance: Use It While You’re Alive

Posted at 19:27h in Article | Understanding Life Insurance, IULs, Annuities

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Section 125 Plans: A Hidden Gem in Your HR Toolkit | More value without more budget—here’s why HR leaders are turning to Section 125 plans.

01 May Section 125 Plans: A Hidden Gem in Your HR Toolkit

Posted at 17:34h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan

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Indexed Universal Life Insurance Explained Simply | An IUL is flexible, powerful, and tax-smart. Learn what it is, and how it works.

01 May Indexed Universal Life Insurance Explained Simply

Posted at 17:24h in Article | Understanding Life Insurance, IULs, Annuities

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