June 2025 - The Policy Shop

Variable Annuities: Market-Linked Growth

30 Jun Variable Annuities: Market-Linked Growth

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

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Fixed Annuities: Peace of Mind Planning

29 Jun Fixed Annuities: Peace of Mind Planning

Posted at 18:27h in Article | Understanding Life Insurance, IULs, Annuities

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How our Term Life Insurance Protected Our Family’s Income When Job Loss Hit

28 Jun How our Term Life Insurance Protected Our Family’s Income

Posted at 19:13h in Article | Understanding Life Insurance, IULs, Annuities

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The Deferred Annuity Advantage: How to Grow Retirement Income Over Time

28 Jun The Deferred Annuity Advantage

Posted at 06:17h in Article | Understanding Life Insurance, IULs, Annuities

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Immediate Annuity: The Retirement Lifeline

27 Jun Immediate Annuity: Retirement Lifeline

Posted at 09:15h in Article | Understanding Life Insurance, IULs, Annuities

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Learn how to use life insurance policies to build tax-free retirement income

26 Jun Learn how to use life insurance to build tax-free retirement income

Posted at 18:44h in Article | Understanding Life Insurance, IULs, Annuities

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The Truth About Annuities: flexible, customizable, and powerful ... building your retirement income strategy.

26 Jun The Truth About Annuities: More Flexible Than You Think

Posted at 09:47h in Article | Understanding Life Insurance, IULs, Annuities

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How to Build a Legacy with Life Insurance for Your Children and Grandchildren

24 Jun Build a Legacy with Life Insurance

Posted at 19:52h in Article | Understanding Life Insurance, IULs, Annuities

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How IULs Are Becoming the Go-To Strategy for Millennials Saving for Retirement

24 Jun How IULs Are Becoming the Go-To Strategy for Millennials Saving for Retirement

Posted at 19:33h in Article | Understanding Life Insurance, IULs, Annuities

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Life Insurance = wealth-building, tax-free income, and more.

24 Jun Life Insurance = wealth-building, tax-free income, and more.

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

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What is a MEC (Modified Endowment Contract) and How Can You Avoid It? Learn how to avoid it in your retirement strategy

24 Jun What is a MEC (Modified Endowment Contract)?

Posted at 17:48h in Article | Understanding Life Insurance, IULs, Annuities

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Choosing Between Indexed Universal Life and Variable Life Insurance

24 Jun Choosing Between Indexed Universal Life and Variable Life Insurance

Posted at 17:36h in Article | Understanding Life Insurance, IULs, Annuities

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How IULs Can Help You Safeguard Against Market Volatility Without Sacrificing Growth

24 Jun IUL: Protection against Market volatility -Without Sacrificing Growth

Posted at 14:55h in Article | Understanding Life Insurance, IULs, Annuities

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How to Use TAMRA-Compliant IUL to Create a Tax-Free Retirement Income

12 Jun How to Use TAMRA-Compliant IUL to Create a Tax-Free Retirement Income

Posted at 15:39h in Article | Understanding Life Insurance, IULs, Annuities

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How Life Insurance Cash Value Works in Different States

12 Jun How Life Insurance Cash Value Works in Different States

Posted at 14:51h in Article | Understanding Life Insurance, IULs, Annuities

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What Our Clients Are Saying About The Policy Shop

11 Jun Life insurance Real stories. Real clients. Real policies. Real results

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

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How a Life Insurance Policy Helped Fund a Special Needs Trust

11 Jun How a Life Insurance Policy Helped Fund a Special Needs Trust

Posted at 15:07h in Article | Understanding Life Insurance, IULs, Annuities

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Become Your Own Bank: Smart Policy Design

11 Jun Become Your Own Bank: Smart Policy Design

Posted at 14:44h in Article | Understanding Life Insurance, IULs, Annuities

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Breaking down life insurance: Let’s dive into how life insurance works, the different types available, and how you can use it.

11 Jun Breaking down life insurance.

Posted at 14:17h in Article | Understanding Life Insurance, IULs, Annuities

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A Smarter Way to Fund College and Build Lifelong Wealth: CollegePLUS IUL | Your Guide to Flexible, Tax-Free Education Planning

11 Jun A Smarter Way to Fund College and Build Lifelong Wealth: CollegePLUS IUL

Posted at 14:07h in Article | Understanding Life Insurance, IULs, Annuities

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Q&A: Our 5 Insurance Products

10 Jun Q&A: Our 5 Insurance Products

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

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7 Smart Questions Policyholders Should Ask | How to Maximize Your Life Insurance Coverage: informed & empowered policyholders!

10 Jun 7 Smart Questions Policyholders Should Asks

Posted at 19:57h in Article | Understanding Life Insurance, IULs, Annuities

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three essential strategies you need to master your financial future

10 Jun three essential strategies you need to master your financial future

Posted at 19:46h in Article | Understanding Life Insurance, IULs, Annuities

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Annuities provide guaranteed income and financial security for your retirement years.

10 Jun Annuities: guaranteed income and security for your retirement years.

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

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Term vs. Whole Life Insurance: A Q&A Guide

10 Jun Term vs. Whole Life Insurance: A Q&A Guide

Posted at 19:04h in Article | Understanding Life Insurance, IULs, Annuities

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Valuable Insights into IUL Policies vs. 529 Plans

10 Jun Valuable Insights into IUL Policies vs. 529 Plans

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

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How My Whole Life Insurance Helped Me Handle a Family Emergency

09 Jun How My Whole Life Insurance Helped Me Handle a Family Emergency

Posted at 19:06h in Article | Understanding Life Insurance, IULs, Annuities

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Discover how Term Life Insurance provided crucial mortgage protection

09 Jun Discover how Term Life Insurance provided crucial mortgage protection

Posted at 17:36h in Article | Understanding Life Insurance, IULs, Annuities

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Discover how Term Life Insurance can replace lost income

09 Jun Discover how Term Life Insurance can replace lost income

Posted at 16:59h in Article | Understanding Life Insurance, IULs, Annuities

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How My Term Life Insurance Gave Me Peace of Mind During a Career Change

09 Jun How My Term Life Insurance Gave Me Peace of Mind During a Career Change

Posted at 15:32h in Article | Understanding Life Insurance, IULs, Annuities

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How Term Life Insurance with Conversion Options Benefits Young Families

09 Jun How Term Life Insurance with Conversion Options Benefits Young Families

Posted at 15:18h in Article | Understanding Life Insurance, IULs, Annuities

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How I Helped a Client Use Life Insurance for Tax-Free Retirement Income — With TAMRA, DEFRA, and TEFRA Compliance

09 Jun How I Helped a Client Use Life Insurance for Tax-Free Retirement Income

Posted at 14:21h in Article | Understanding Life Insurance, IULs, Annuities

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How My Whole Life Insurance Helped Me Fund a Major Life Transition

05 Jun How My Whole Life Insurance Helped Me Fund a Major Life Transition

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

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How I Protected My Retirement from Market Swings with an Annuity | Smart protection for a stress-free retirement.

05 Jun How I Protected My Retirement from Market Swings with an Annuity

Posted at 19:39h in Article | Understanding Life Insurance, IULs, Annuities

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Living Benefits in My Child’s IUL ... Peace of Mind Today and Tomorrow

05 Jun Living Benefits in My Child’s IUL … Peace of Mind Today and Tomorrow

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

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How My Whole Life Insurance Policy Created a Legacy for My Children

05 Jun How My Whole Life Insurance Policy Created a Legacy for My Children

Posted at 19:00h in Article | Understanding Life Insurance, IULs, Annuities

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How TEFRA, DEFRA, and TAMRA Shape Life Insurance Strategies for High-Net-Worth Individuals

05 Jun TEFRA, DEFRA, TAMRA: Strategies for High-Net-Worth

Posted at 18:29h in Article | Understanding Life Insurance, IULs, Annuities

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How I Helped a Family Fund College Without Market Risk Using Life Insurance

05 Jun How I Helped a Family Fund College Without Market Risk Using Life Insurance

Posted at 18:14h in Article | Understanding Life Insurance, IULs, Annuities

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How TEFRA, DEFRA, and TAMRA Helped My Client Fund a Seamless Business Succession Plan | LIFE INSURANCE SOLUTIONS

05 Jun TEFRA DEFRA and TAMRA & Business Succession Plan

Posted at 17:19h in Article | Understanding Life Insurance, IULs, Annuities

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Understand TEFRA, DEFRA, and TAMRA laws and their impact on life insurance.

05 Jun TEFRA, DEFRA and TAMRA laws and their impact on life insurance

Posted at 15:54h in Article | Understanding Life Insurance, IULs, Annuities

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Tax-Free Retirement Using Life Insurance — Without Triggering a MEC | Staying compliant with TEFRA, DEFRA, and TAMRA laws.

05 Jun Tax-Free Retirement Using Life Insurance — Without Triggering a MEC

Posted at 15:36h in Article | Understanding Life Insurance, IULs, Annuities

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Tax-Efficient Retirement: How TEFRA, DEFRA, and TAMRA Shape Your Life Insurance | Optimize your retirement income tax-efficiently

05 Jun Tax-Efficient Retirement: TEFRA, DEFRA, and TAMRA Shape Your Life Insurance

Posted at 15:05h in Article | Understanding Life Insurance, IULs, Annuities

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Term Life Insurance Gave Our Young Family Financial Security | LifeENSURE Term Life Insurance by The Policy Shop

05 Jun Term Life Insurance Gave Our Young Family Financial Security

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

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Term Life Insurance Helped Us Pay Off Debt | Learn how LifeENSURE helped a young couple tackle debt and start saving for their dreams.

05 Jun Term Life Insurance Helped Us Pay Off Debt

Posted at 14:08h in Article | Understanding Life Insurance, IULs, Annuities

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How My Annuity Helped Me Avoid Unnecessary Taxes in Retirement | and create a tax-efficient income plan for life.

04 Jun How My Annuity Helped Me Avoid Unnecessary Taxes in Retirement

Posted at 20:26h in Article | Understanding Life Insurance, IULs, Annuities

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How My Child’s CollegePLUS IUL Is Growing Tax-Free—And Why That Matters More Than Ever | INDEXED UNIVERSAL LIFE INSURANCE

04 Jun How My Child’s CollegePLUS IUL Is Growing Tax-Free

Posted at 20:08h in Article | Understanding Life Insurance, IULs, Annuities

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Whole Life Insurance Helped Me Build Generational Wealth

04 Jun Whole Life Insurance Helped Me Build Generational Wealth—One Dividend at a Time

Posted at 18:14h in Article | Understanding Life Insurance, IULs, Annuities

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As a 35-year-old father of two, I often worried about what would happen to my family if something unexpected happened to me. I wanted to ensure they would be financially secure, but I also needed a solution that wouldn't strain our monthly budget. That's when I found LifeENSURE Term Life Insurance.

04 Jun Term Life Insurance offers affordable, reliable coverage

Posted at 17:53h in Article | Understanding Life Insurance, IULs, Annuities

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Term Life Insurance Helped Us Buy Our Dream Family Home with Confidence

04 Jun Term Life Insurance Helped Us Buy Our Dream Home

Posted at 17:38h in Article | Understanding Life Insurance, IULs, Annuities

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How My Child’s College Fund Also Became a Safety Net — Thanks to Living Benefits in a CollegePLUS IUL by the Policy Shop

04 Jun How My Child’s College Fund Also Became a Safety Net

Posted at 17:28h in Article | Understanding Life Insurance, IULs, Annuities

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How My Daughter’s CollegePLUS IUL Offers Market Growth Without Market Risk

04 Jun How My Daughter’s CollegePLUS IUL Offers Market Growth Without Market Risk

Posted at 17:18h in Article | Understanding Life Insurance, IULs, Annuities

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Whole Life Policy Helped Us Buy the Home We Always Wanted

04 Jun Whole Life Policy Helped Us Buy the Home We Always Wanted

Posted at 15:59h in Article | Understanding Life Insurance, IULs, Annuities

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How a CollegePLUS IUL Became the Smartest Gift I Ever Gave My Son | build tax-advantaged college savings for your children’s future.

04 Jun How a CollegePLUS IUL Became the Smartest Gift I Ever Gave My Son

Posted at 15:21h in Article | Understanding Life Insurance, IULs, Annuities

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When I turned 65, I had the classic retirement question: Will my money last as long as I do? I had savings, a modest pension, and Social Security on the way—but none of it gave me certainty. What I really wanted was income I could never outlive—and better yet, income that would grow over time to keep up with rising costs.

04 Jun Annuity: Lifetime Paycheck That Keeps Up with Inflation

Posted at 15:09h in Article | Understanding Life Insurance, IULs, Annuities

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The Annuity That Changed My Retirement: Lifetime Income | The RetirementPAYDAY Annuity: lifetime income and financial confidence.

04 Jun The Annuity That Changed My Retirement: Lifetime Income

Posted at 14:53h in Article | Understanding Life Insurance, IULs, Annuities

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How My WealthX IUL Grows with the Market—Without Risking Losses | tax-advantaged cash value with zero market loss risk.

03 Jun How My WealthX IUL Grows with the Market—Without Risking Losses

Posted at 20:06h in Article | Understanding Life Insurance, IULs, Annuities

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How My WealthX IUL Shielded Me from Market Losses While Growing My Cash Value... letting it grow with indexes.

03 Jun How My WealthX IUL Shielded Me from Market Losses While Growing My Cash Value

Posted at 19:42h in Article | Understanding Life Insurance, IULs, Annuities

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How My WealthX IUL Helped Me Build Tax-Free Retirement Income | it was a long-term strategy that offered tax-free income potential.

03 Jun How My WealthX IUL Helped Me Build Tax-Free Retirement Income

Posted at 16:07h in Article | Understanding Life Insurance, IULs, Annuities

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How Tax-Advantaged Growth in My WealthX IUL Boosted My Financial Future | build wealth efficiently while providing life insurance protection.

03 Jun How Tax-Advantaged Growth in My WealthX IUL Boosted My Financial Future —

Posted at 15:57h in Article | Understanding Life Insurance, IULs, Annuities

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How to Evaluate Life Insurance for Cash Value Growth. learn how—plus insider tips from The Policy Shop industry experts.

03 Jun How to Evaluate Life Insurance for Cash Value Growth

Posted at 14:51h in Article | Understanding Life Insurance, IULs, Annuities

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Life Insurance Cash Value for Long-Term Care | Discover how to use your cash value life insurance policy to pay for long-term care expenses.

02 Jun Life Insurance Cash Value for Long-Term Care

Posted at 16:24h in Article | Understanding Life Insurance, IULs, Annuities

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The Best Age to Buy Cash Value Life Insurance for Maximum Growth | Learn how age affects premiums, cash value growth, and policy benefits.

02 Jun The Best Age to Buy Cash Value Life Insurance for Maximum Growth

Posted at 14:30h in Article | Understanding Life Insurance, IULs, Annuities

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