At the Policy Shop we understand that life’s uncertainties demand thoughtful financial planning. Our mission is to provide you and your loved ones with peace of mind and a secure financial future.  We’re more than just life insurance providers. We’re your trusted partners in securing your family’s well being. With years of expertise in the industry, we bring unparalleled knowledge and experience to help you make informed decisions. Explore our range of life insurance policies designed to cater to your specific requirements. Whether you’re protecting your family’s future, planning for retirement, or building a legacy, we have the right solution for you. We will continually outperform the traditional experience, with a refined process from a passionate team. We will help each client connect with insurance in a way that they can enjoy.

Why choose us?

Experienced and Expertise
Our team of seasoned professionals has a deep understanding of the life insurance landscape. We’re well-equipped to guide you.

Personalized Approach.
We don’t believe in one-size-fits-all solutions. Your financial goals are unique, and we’ll tailor our services accordingly.


Your satisfaction and security are our top priorities. We’re dedicated to exceeding your expectations.

Tailored policies for your unique needs.


We’re committed to your peace of mind.


Jonathan Moulton

"At The Policy Shop, we're not just about policies; we're about your financial peace of mind. Your future is our focus, and we're here to safeguard it with the right insurance solutions."

globerman 2
Jonathan Globerman

"Insurance is not just a piece of paper; it’s a contract, your safety net, your legacy, your promise to loved ones. We're here to help you protect what matters most."

Our founders, deeply immersed in the insurance world, laid the foundation for our commitment to innovation. With a legacy rooted in pioneering concepts in insurance, our team evolved their first company into the largest privately owned managing general underwriter nationwide. We continue to redefine insurance with The Policy Shop, offering expertise in insurance contracts utilizing the latest in financial innovation.


We partner with the best in the business.





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.

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.