Logo Logo Logo Logo Logo
Book a Consultation
  • Home
  • About Us
  • Policies
    • WealthX (Indexed Universal Life Insurance)
    • RetirementPAYDAY (Annuity)
    • CollegePLUS (Indexed Universal Life Insurance)
    • LifeENSURE (Whole Life | Term Life Insurance)
    • BespokeFINANCE (Premium Finance)
    • The CHAMP Plan™ (Employee Wellness Program)
  • News
  • FAQ
  • Home
  • About Us
  • Policies
    • WealthX (Indexed Universal Life Insurance)
    • RetirementPAYDAY (Annuity)
    • CollegePLUS (Indexed Universal Life Insurance)
    • LifeENSURE (Whole Life | Term Life Insurance)
    • BespokeFINANCE (Premium Finance)
    • The CHAMP Plan™ (Employee Wellness Program)
  • News
  • FAQ
  • Book a Consultation
A Modified Endowment Contract (MEC) is a type of life insurance policy that has been funded in a way that violates IRS guidelines on the amount of premium payments relative to the policy’s death benefit.

22 Apr Modified Endowment Contract (MEC)

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

...

Read More
Why Business Owners Need Key Person Life Insurance. Key Person Life Insurance is a life insurance policy a business takes out on its most crucial employee—usually the owner, a partner, or a high-level executive.

22 Apr Why Business Owners Need Key Person Life Insurance

Posted at 16:00h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Avoid These 5 Annuity Mistakes Retirees Regret Most. It all comes down to understanding what you’re buying—and what to avoid.

22 Apr Avoid These 5 Annuity Mistakes Retirees Regret Most

Posted at 14:48h in Article | Understanding Life Insurance, IULs, Annuities
Read More
hidden living benefits of life insurance

22 Apr The Hidden Living Benefits of Life Insurance You Shouldn’t Ignore

Posted at 14:37h in Article | Understanding Life Insurance, IULs, Annuities
Read More
What is Mortgage Life Insurance? It is designed to pay off your mortgage balance in the event of your death.

22 Apr What is Mortgage Life Insurance?

Posted at 14:30h in Article | Understanding Life Insurance, IULs, Annuities
Read More
What is Accidental Death and Dismemberment (AD&D) Insurance? A policy that pays benefits in the event of an accident that leads to death or dismemberment.

22 Apr What is Accidental Death and Dismemberment (AD&D) Insurance?

Posted at 14:24h in Article | Understanding Life Insurance, IULs, Annuities
Read More
What is Simplified Issue Life Insurance? It involves a simplified underwriting process, which may include a health questionnaire, but doesn't require a physical exam.

22 Apr What is Simplified Issue Life Insurance?

Posted at 14:17h in Article | Understanding Life Insurance, IULs, Annuities
Read More
What is Group Life Insurance

22 Apr What is Group Life Insurance?

Posted at 14:11h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Final Expense Life Insurance

22 Apr What is Final Expense Life Insurance?

Posted at 14:06h in Article | Understanding Life Insurance, IULs, Annuities
Read More
What is an Immediate Annuity? A type of annuity where you make a lump-sum payment to an insurance company in exchange for a guaranteed series of income payments

21 Apr What is an Immediate Annuity? Why It’s a Smart Financial Move

Posted at 20:28h in Article | Understanding Life Insurance, IULs, Annuities
Read More
What is an Indexed Annuity? An indexed annuity is a type of annuity that ties your returns to a stock market index, such as the S&P 500.

21 Apr What is an Indexed Annuity? Why It’s a Smart Financial Move

Posted at 20:24h in Article | Understanding Life Insurance, IULs, Annuities
Read More
What is a Variable Annuity? An annuity where the payments you receive can fluctuate based on the performance of investments.

21 Apr What is a Variable Annuity? Why It’s a Smart Financial Move

Posted at 20:19h in Article | Understanding Life Insurance, IULs, Annuities
Read More
What is a Fixed Annuity? Why It’s a Smart Financial Move | provides guaranteed regular payments for a set period or for the rest of your life

21 Apr What is a Fixed Annuity? Why It’s a Smart Financial Move

Posted at 20:15h in Article | Understanding Life Insurance, IULs, Annuities
Read More
What is Universal Life Insurance? A type of permanent life insurance that offers flexibility in premium payments and death benefits.

21 Apr What is Universal Life Insurance?

Posted at 20:09h in Article | Understanding Life Insurance, IULs, Annuities
Read More
What is Indexed Universal Life Insurance (IUL)? Insurance that allows your cash value to grow based on a stock market index (S&P 500)

21 Apr What is Indexed Universal Life Insurance (IUL)?

Posted at 20:06h in Article | Understanding Life Insurance, IULs, Annuities
Read More
What is Whole Life Insurance? Why It’s a Smart Financial Move| It combines a death benefit with a savings component.

21 Apr What is Whole Life Insurance? Why It’s a Smart Financial Move

Posted at 19:45h in Article | Understanding Life Insurance, IULs, Annuities
Read More
What is Term Life Insurance? Term life insurance is a simple, straightforward life insurance policy that provides coverage for a specific period (or "term")—usually 10, 20, or 30 years. If the insured passes away during that term, their beneficiaries receive a death benefit.

21 Apr What is Term Life Insurance? Why It’s a Smart Financial Move

Posted at 19:37h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Is Term or Whole Life Insurance Better for Young Families? Learn how young parents can protect their kids and save money with the right coverage strategy.

21 Apr Is Term or Whole Life Insurance Better for Young Families?

Posted at 19:27h in Article | Understanding Life Insurance, IULs, Annuities
Read More
TEFRA, DEFRA, and TAMRA: IUL Compliance Made Easy. Learn how these tax rules protect your life insurance from becoming a taxable MEC.

21 Apr TEFRA, DEFRA, and TAMRA: IUL Compliance Made Easy

Posted at 19:20h in Article | Understanding Life Insurance, IULs, Annuities
Read More
What Are Annuities? … Steady Income Solution.

21 Apr What Are Annuities? … Steady Income Solution

Posted at 19:11h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Combat Rising Health Costs with a Modern Benefits Strategy. Here’s how employers are fighting back with The CHAMP Plan.

21 Apr Combat Rising Health Costs with a Modern Benefits Strategy

Posted at 17:13h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Attract Top Talent with CHAMP Benefits. Use The CHAMP Plan to attract top-tier talent and stand out in today’s competitive hiring landscape.

21 Apr Attract Top Talent with CHAMP Benefits

Posted at 16:50h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
The Secret to Saving More on Taxes: The CHAMP Plan. Say goodbye to unnecessary IRS paycheck withholding and employee payroll deductions.

21 Apr The Secret to Saving More on Taxes: The CHAMP Plan

Posted at 15:10h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Save Thousands in Payroll Taxes Without Changing a Single Salary

21 Apr Save Thousands in Payroll Taxes Without Changing a Single Salary

Posted at 15:03h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
The CHAMP Plan, Helps Employers Save Money and Give Employees a Raise.

17 Apr The CHAMP Plan, Helps Employers Save Money and Give Employees a Raise

Posted at 17:32h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Tax-Saving Benefits for Employers and Employees (Section 125 Plans).

14 Apr Tax-Saving for Employers and Employees (Section 125 Plans)

Posted at 19:22h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Section 125 plan, CHAMP Plan, modern healthcare app, virtual primary care, no deductible health plan, AI health assessment, at-home lab testing, 24/7 mental health care, free prescriptions, proactive wellness plan, digital healthcare tools, preventative health rewards, healthcare for families

14 Apr Discover a Simpler Way to Stay Healthy with the CHAMP Plan

Posted at 18:15h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Discover the Power of the CHAMP Plan & Section 125 Plans: reduce payroll taxes, boost employee retention, and improve benefits—without increasing your bottom line.

14 Apr Discover the Power of the CHAMP Plan & Section 125 Plans

Posted at 17:39h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
The Most Overlooked Tax Strategy for Small Business Owners? Section 125 Plan

14 Apr The Most Overlooked Tax Strategy for Small Business Owners? Section 125 Plan

Posted at 16:09h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Busting common myths and objections about Section 125 plans

14 Apr Busting common myths and objections about Section 125 plans.

Posted at 15:28h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
The Champ Plan: Payroll 101 - Understanding Your Benefits.

14 Apr The Champ Plan: Payroll 101 – Understanding Your Benefits

Posted at 15:10h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Introduction to the Champ Plan | section 125 Plan

14 Apr Introduction to the Champ Plan (section 125 Plan)

Posted at 15:06h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
How to Use Your CHAMP Plan Account

14 Apr How to Use Your CHAMP Plan Account: Unlock Your Benefits

Posted at 15:00h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Learn how The CHAMP Plan empowers employers to offer quality healthcare benefits—without breaking the budget.

12 Apr The CHAMP Plan empowers employers to offer quality healthcare benefits

Posted at 15:07h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
The CHAMP Plan Is Like a Raise—Without Costing the Company a Dime.

12 Apr The CHAMP Plan Is Like a Raise—Without Costing the Company a Dime

Posted at 13:24h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
The Tax Advantages of Premium Financing Life Insurance.

12 Apr The Tax Advantages of Premium Financing Life Insurance

Posted at 13:13h in Article | Understanding Life Insurance, IULs, Annuities
Read More
How Premium Financing Life Insurance Helps Preserve Wealth.

11 Apr How Premium Financing Life Insurance Helps Preserve Wealth

Posted at 22:37h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Real Employers Share How the CHAMP Plan Changed Their Business.

10 Apr Real Employers Share How the CHAMP Plan Changed Their Business

Posted at 20:12h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Employers Win Too: The Hidden Payroll Tax Savings of The CHAMP Plan.

10 Apr Employers Win Too: The Hidden Payroll Tax Savings of The CHAMP Plan

Posted at 19:43h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
The CHAMP Plan: a holistic wellness strategy.

10 Apr The CHAMP Plan: a holistic wellness strategy

Posted at 19:25h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
The CHAMP Plan: Breaking down the tax deduction benefits

10 Apr The CHAMP Plan: Breaking down the tax deduction benefits

Posted at 19:01h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Better Benefits. Bigger Paychecks. Happier Teams.

10 Apr Better Benefits. Bigger Paychecks. Happier Teams.

Posted at 18:51h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Turn Your Benefits Package Into a Superpower

10 Apr Turn Your Benefits Package Into a Superpower with the CHAMP Plan

Posted at 18:41h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Human resources, CHAMP Plan for HR, employee benefits guide, HR strategy

10 Apr What HR Managers Need to Know About the CHAMP Plan

Posted at 18:37h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
How to Explain the CHAMP Plan to Employees Without Putting Them to Sleep.

10 Apr How to Explain the CHAMP Plan to Employees Without Putting Them to Sleep

Posted at 18:33h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Start Saving on Healthcare Today

10 Apr How T. Martinez and His Family Saved Over $4,500 in Healthcare Costs

Posted at 17:21h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Retain Employees and Build a Happier Workforce.

10 Apr Retain Employees and Build a Happier Workforce

Posted at 17:15h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
The Flexibility of Premium Payments with Indexed Universal Life Insurance.

10 Apr The Flexibility of Premium Payments with Indexed Universal Life Insurance

Posted at 14:54h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Premium Financing Life Insurance Protects Against Market Volatility

09 Apr Premium Financing Life Insurance Protects Against Market Volatility

Posted at 18:50h in Article | Understanding Life Insurance, IULs, Annuities
Read More
The Power of Premium Financing Life Insurance for High-Net-Worth Individuals

09 Apr Premium Financing Life Insurance solutions for High-Net-Worth Individuals

Posted at 18:22h in Article | Understanding Life Insurance, IULs, Annuities
Read More
The Loan Options of Indexed Universal Life Insurance

09 Apr The Loan Options of Indexed Universal Life Insurance

Posted at 18:06h in Article | Understanding Life Insurance, IULs, Annuities
Read More
How Annuities Can Help You Protect Your Legacy

09 Apr How Annuities Can Help You Protect Your Legacy

Posted at 17:32h in Article | Understanding Life Insurance, IULs, Annuities
Read More
How Fixed Annuities Provide Stable Retirement Income

09 Apr How Fixed Annuities Provide Stable Retirement Income

Posted at 17:27h in Article | Understanding Life Insurance, IULs, Annuities
Read More
The Benefits of Variable Annuities for Growth Potential

09 Apr The Benefits of Variable Annuities for Growth Potential

Posted at 17:07h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Understanding the Advantages of Health Reimbursement Arrangements (HRAs)

09 Apr Advantages of Health Reimbursement Arrangements (HRAs)

Posted at 16:49h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
The Advantages of Annuities for Retirement Income Security

09 Apr The Advantages of Annuities for Retirement Income Security

Posted at 16:04h in Article | Understanding Life Insurance, IULs, Annuities
Read More
The Role of Annuities in Retirement Planning

09 Apr The Role of Annuities in Retirement Planning: Stability and Security

Posted at 15:48h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Death Benefit Protection in Indexed Universal Life Insurance

01 Apr Death Benefit Protection in Indexed Universal Life Insurance

Posted at 17:54h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Annuities for Spouse Protection: Secure Income for the Future

01 Apr Annuities for Spouse Protection: Secure Income for the Future

Posted at 17:43h in Article | Understanding Life Insurance, IULs, Annuities
Read More
IUL for Spouse Protection: Flexibility, Growth, and Security

01 Apr IUL for Spouse Protection: Flexibility, Growth, and Security

Posted at 17:20h in Article | Understanding Life Insurance, IULs, Annuities
Read More
The Flexibility and Customization of Premium Financing Life Insurance

01 Apr The Flexibility and Customization of Premium Financing Life Insurance

Posted at 17:08h in Article | Understanding Life Insurance, IULs, Annuities
Read More
How Small Businesses Can Compete with Big Corporations on Employee Benefits

01 Apr How Small Businesses Can Compete with Big Corporations on Employee Benefits

Posted at 16:05h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Tax-Free Employee Benefits: The Secret to Higher Retention & Lower Payroll Costs

30 Mar Tax-Free Employee Benefits: The Secret to Higher Retention & Lower Payroll Costs

Posted at 14:57h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
How Flexible Spending Accounts (FSAs) Can Boost Your Employee Benefits

30 Mar How Flexible Spending Accounts (FSAs) Can Boost Your Employee Benefits

Posted at 00:08h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Looking for a tax strategy that benefits both employers and employees? Learn how a Section 125 Plan from The Policy Shop helps businesses save money while enhancing benefits.

29 Mar The Smartest Tax Strategy for Employers: Section 125 Plans Explained

Posted at 23:55h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Maximize Profits & Reduce Taxes: How Smart Business Owners Use Section 125 Plans

29 Mar Maximize Profits & Reduce Taxes: Smart Business Owners Use Section 125

Posted at 17:02h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
The Employer’s Guide to Offering Competitive Benefits Without Breaking the Budget

29 Mar The Employer’s Guide to Offering Competitive Benefits Without Breaking the Budget

Posted at 15:44h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Payroll Tax Hacks: 3 Legal Ways to Cut Costs & Save Money as an Employer

29 Mar Payroll Tax Hacks: 3 Legal Ways to Cut Costs & Save Money as an Employer

Posted at 14:45h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
How to Build an Effective Employee Benefits Package: The Power of Section 125 Plans

28 Mar How to Build an Effective Employee Benefits Package: The Power of Section 125 Plans

Posted at 20:46h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Employee Wellness: A Critical Strategy for Productivity & Retention

28 Mar Employee Wellness: A Critical Strategy for Productivity & Retention

Posted at 19:54h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
How to Attract & Retain Top Talent in a Competitive Job Market

28 Mar How to Attract & Retain Top Talent in a Competitive Job Market

Posted at 19:45h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
How to Improve Employee Wellness and Productivity with the Right Benefits Package

28 Mar How to Improve Employee Wellness with the Right Benefits Package

Posted at 19:36h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
The Ultimate Guide to Creating an Attractive Employee Benefits Package

28 Mar Creating an Attractive Employee Benefits Package

Posted at 19:31h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Section 125 Plans: Employee Benefit That Saves Everyone Money

28 Mar Section 125 Plans: The No-Brainer Employee Benefit That Saves Everyone Money

Posted at 14:32h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Did you know? Companies using a Section 125 Plan save on payroll taxes per employee, while employees save on healthcare costs.

27 Mar Tax Strategy for Businesses & Employees: Section 125 Plans

Posted at 22:29h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
How a Section 125 Plan Saves You Money & Boosts Benefits

27 Mar How a Section 125 Plan Saves You Money & Boosts Benefits

Posted at 21:39h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
What Is a Section 125 Plan? Benefits, Tax Savings, and FAQs

27 Mar What Is a Section 125 Plan? Benefits, Tax Savings, and FAQs

Posted at 19:07h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Champ Plan | Section 125 Plan

27 Mar Champ | Section 125 Plan: Tax Savings & Employee Benefits

Posted at 14:10h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Section 125 Plans: The Ultimate Guide to Tax Savings & Employee Benefits

27 Mar Section 125 Plans: Guide to Tax Savings & Employee Benefits

Posted at 01:35h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
The Flexibility of Annuity Payments

25 Mar The Flexibility of Annuity Payments: How They Fit into Your Retirement Plan

Posted at 20:31h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Advantages of Indexed Universal Life Insurance Over 529 Plans

25 Mar Advantages of Indexed Universal Life Insurance Over 529 Plans

Posted at 20:19h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Protect Your Family’s Health with The Section 125 Plan

25 Mar Protect Your Family’s Health with The Section 125 Plan

Posted at 19:31h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Why The Section 125 Plan is Essential for Small Businesses

25 Mar Why The Section 125 Plan is Essential for Small Businesses

Posted at 19:21h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
How Life Insurance Can Boost Your Investment Portfolio

25 Mar How Life Insurance Can Boost Your Investment Portfolio

Posted at 18:44h in Article | Understanding Life Insurance, IULs, Annuities
Read More
The Ultimate Guide to Tax-Free Life Insurance Withdrawals: What You Should Know

25 Mar Guide to Tax-Free Life Insurance Withdrawals

Posted at 17:40h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Life Insurance for Single Parents: Protecting Your Kids and Your Future

25 Mar Life Insurance for Single Parents: Protecting Your Kids

Posted at 17:31h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Life Insurance for Entrepreneurs: Protect Your Business & Family

25 Mar Life Insurance for Entrepreneurs: Protect Your Business & Family

Posted at 17:09h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Life Insurance for Special Needs Families: What You Need to Know

25 Mar Life Insurance for Special Needs Families: What You Need to Know

Posted at 17:05h in Article | Understanding Life Insurance, IULs, Annuities
Read More
The Hidden Costs of Not Having Life Insurance

25 Mar The Hidden Costs of Not Having Life Insurance

Posted at 17:00h in Article | Understanding Life Insurance, IULs, Annuities
Read More
How Life Insurance Can Help Protect Your Digital Assets and Online Business

25 Mar How Life Insurance Can Help Protect Your Digital Assets and Online Business

Posted at 16:48h in Article | Understanding Life Insurance, IULs, Annuities
Read More
How Life Insurance Can Protect Your Family from Debt

25 Mar How Life Insurance Can Protect Your Family from Debt

Posted at 16:27h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Life Insurance vs. Long-Term Care Insurance: Which One Should You Choose?

25 Mar Life Insurance vs. Long-Term Care Insurance: Which One Should You Choose?

Posted at 16:22h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Is Life Insurance Part of Your Retirement Plan? Here’s Why It Should Be

25 Mar Is Life Insurance Part of Your Retirement Plan? Here’s Why It Should Be

Posted at 16:08h in Article | Understanding Life Insurance, IULs, Annuities
Read More
How to Get Better Healthcare Coverage & Save Money

25 Mar How to Get Better Healthcare Coverage & Save Money

Posted at 15:35h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Tips for Choosing the Right Life Insurance Policy for Your Family

25 Mar Tips for Choosing the Right Life Insurance Policy for Your Family

Posted at 15:31h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Tips for Optimizing Your Tax Strategy with Life Insurance

25 Mar Tips for Optimizing Your Tax Strategy with Life Insurance

Posted at 15:27h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Maximize your life insurance benefits

25 Mar Maximize your life insurance benefits!

Posted at 15:21h in Article | Understanding Life Insurance, IULs, Annuities
Read More
How Business Owners & HR Can Offer Better Healthcare Benefits

25 Mar How Business Owners & HR Can Offer Better Healthcare Benefits

Posted at 15:14h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Employee Benefits 101: A Guide for Business Owners & HR Leaders

25 Mar Employee Benefits 101: A Guide for Business Owners & HR Leaders

Posted at 15:08h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Smart College Funding Strategies: How to Save for Your Child’s Education Without Debt

25 Mar Smart College Funding Strategies

Posted at 15:03h in Article | Understanding Life Insurance, IULs, Annuities
Read More
The Ultimate Guide to Retirement Planning: Secure Your Future with Smart Strategies

25 Mar Guide to Retirement Planning | Smart Strategies

Posted at 14:41h in Article | Understanding Life Insurance, IULs, Annuities
Read More
The Power of Market-Linked Growth in Indexed Universal Life (IUL) Insurance

24 Mar The Power of Market-Linked Growth in Indexed Universal Life (IUL) Insurance

Posted at 20:13h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Tax-Advantaged Growth with Indexed Universal Life Insurance

24 Mar Tax-Advantaged Growth with Indexed Universal Life Insurance

Posted at 20:07h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Learn how IULs provide both college funding and financial protection for your child, offering lifelong benefits beyond just education savings.

24 Mar How IULs Provide College Funding AND Financial Protection for Your Child

Posted at 20:02h in Article | Understanding Life Insurance, IULs, Annuities
Read More
How IULs Help Build a Tax-Free College Fund for Your Child’s Future

24 Mar How IULs Help Build a Tax-Free College Fund for Your Child’s Future

Posted at 19:54h in Article | Understanding Life Insurance, IULs, Annuities
Read More
How Indexed Universal Life (IUL) Insurance Can Fund Your Child’s College Education

24 Mar How Indexed Universal Life (IUL) Insurance Can Fund Your Child’s College Education

Posted at 19:49h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Term Life Insurance for Spouse Protection

24 Mar Term Life Insurance for Spouse Protection

Posted at 19:04h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Whole Life Insurance: A Lifetime of Protection for Your Spouse

24 Mar Whole Life Insurance: A Lifetime of Protection for Your Spouse

Posted at 19:00h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Learn about the tax advantages of life insurance, including tax-deferred growth, tax-free withdrawals, and estate planning benefits. Discover how life insurance can be a smart tax strategy.

24 Mar Tax Advantages of Life Insurance: How You Can Benefit

Posted at 18:51h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Improving Employee Retention Through Comprehensive Healthcare Benefits

24 Mar Improving Employee Retention Through Comprehensive Healthcare Benefits

Posted at 18:36h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
How Section 125 Plans Can Enhance Your Employee Healthcare Coverage

24 Mar  How Section 125 Plans Can Enhance Your Employee Healthcare Coverage

Posted at 18:31h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
How The Section 125 Plan Helps You Save on Healthcare Premiums

24 Mar How The Section 125 Plan Helps You Save on Healthcare Premiums

Posted at 18:26h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Evaluating the Cost-Effectiveness of Section 125 Plans for Employers

24 Mar Cost-Effectiveness of Section 125 Plans for Employers

Posted at 18:21h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
How IULs Give Your Child Financial Independence from a Young Age

24 Mar How IULs Give Your Child Financial Independence from a Young Age

Posted at 18:02h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Protecting Your Spouse with Life Insurance

24 Mar Protecting Your Spouse with Life Insurance

Posted at 17:52h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Wealth Building with Life Insurance: A Smart Financial Move

24 Mar Wealth Building with Life Insurance: A Smart Financial Move

Posted at 17:39h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Understanding Annuities: The Key to a Stress-Free Retirement

24 Mar Understanding Annuities: The Key to a Stress-Free Retirement

Posted at 17:30h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Discover how The Policy Shop’s Section 125 Plan can maximize your tax savings by offering tax-deferred healthcare benefits. Save money and reduce your tax burden.

24 Mar Maximize Tax Savings with The Policy Shop’s Section 125 Plan

Posted at 17:14h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Discover how the Section 125 Plan can make healthcare more affordable for your family. Learn how pre-tax benefits help cover medical expenses, insurance premiums, and more.

24 Mar How the Section 125 Plan Can Help Cover Healthcare for Your Family

Posted at 17:02h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Reduce Out-of-Pocket Healthcare Costs with The Section 125 Plan

24 Mar Section 125 Plan benefits | Flexible Spending Accounts (FSAs)

Posted at 16:56h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Explore the importance of preventive healthcare benefits as part of an employee wellness program. Learn how they improve productivity and reduce healthcare costs.

24 Mar Preventive Healthcare Benefits | Employee Well-Being

Posted at 16:51h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
The Benefits of Flexible Spending Accounts (FSAs) in the Section 125 Plan

24 Mar The Benefits of Flexible Spending Accounts (FSAs) in the Section 125 Plan

Posted at 16:44h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Promote Health and Wellness in the Workplace with the Section 125 Plan

24 Mar Health and Wellness in the Workplace with the Section 125 Plan

Posted at 16:38h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
How the Section 125 Plan Helps You Pay for Unexpected Medical Costs

24 Mar Section 125 Plan Helps You Pay for Unexpected Medical Costs

Posted at 16:07h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Optimize Your Healthcare Savings with The Section 125 Plan.

24 Mar Optimize Your Healthcare Savings with The Section 125 Plan

Posted at 15:55h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Promote Employee Health with the Section 125 Plan

24 Mar Promote Employee Health with the Section 125 Plan

Posted at 15:42h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
How to Create a Comprehensive Retirement Plan

24 Mar How to Create a Comprehensive Retirement Plan

Posted at 15:34h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Educational Resources on Section 125 Plans

24 Mar Educational resources to better understand Section 125 Plans

Posted at 15:25h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Discover how accessible healthcare benefits, such as the Section 125 Plan, can enhance employee productivity, reduce absenteeism, and boost workplace morale.

24 Mar Healthcare Accessibility & Employee Productivity

Posted at 15:20h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Discover the tax advantages of the Section 125 Plan. Learn how you can save on healthcare costs by using pre-tax dollars for insurance premiums and medical expenses.

22 Mar Healthcare and Tax Savings: Section 125 Plan

Posted at 23:58h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Learn the importance of retirement planning and how securing your financial future today can provide peace of mind tomorrow. Discover key strategies to maximize your retirement savings.

22 Mar Importance of retirement planning

Posted at 23:41h in Article | Understanding Life Insurance, IULs, Annuities
Read More
living benefits of life insurance, life insurance with critical illness coverage, life insurance for disability, long-term care benefits, life insurance for living protection, IUL with living benefits, whole life insurance living benefits, living benefits riders, financial protection for life, life insurance for unexpected events.

22 Mar Explore the living benefits of life insurance

Posted at 16:35h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Understand how liquidity in life insurance works. Learn how cash value in whole life and IUL policies can provide financial flexibility, offering access to funds when you need them most.

22 Mar Understand how liquidity in life insurance works.

Posted at 16:24h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Explore how Infinite Banking with life insurance can give you control over your finances

22 Mar Infinite Banking with life insurance: Control over your finances

Posted at 16:16h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Explore how cafeteria plans offer employees flexible benefit options

22 Mar Explore how cafeteria plans offer employees flexible benefit options

Posted at 16:05h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
How Life Insurance Can Replace a Pension

22 Mar How Life Insurance Can Replace a Pension

Posted at 00:34h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Discover how life insurance helps high-net-worth individuals with tax-free wealth transfer, estate planning, and financial security for heirs.

22 Mar Life Insurance Policies for High-Net-Worth Individuals: Protecting & Legacy

Posted at 00:20h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Business owners can leverage annuities to secure tax-deferred growth and guaranteed retirement income. Learn how annuities fit into your retirement strategy.

22 Mar Business owners can leverage annuities to secure guaranteed retirement income

Posted at 00:12h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Boost employee healthcare benefits with the Section 125 Plan. Explore how this flexible benefits plan helps employees access affordable healthcare and tax savings.

22 Mar Boost employee healthcare benefits with the Section 125 Plan

Posted at 00:06h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
Healthcare Benefits: How the Section 125 Plan Can Save You Money

22 Mar Healthcare Benefits: Section 125 Plan Can Save You Money

Posted at 00:01h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
annuities for business owners, retirement planning for business owners, corporate annuities, business succession planning, tax-advantaged retirement, guaranteed income, executive annuities, annuity benefits for employers, employee retirement benefits, financial security for business owners

21 Mar Business owners can use annuities to secure retirement

Posted at 22:10h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Life insurance: tax-free loans, cash value growth, and financial planning advantages. Life insurance isn’t just about death benefits.

21 Mar Life insurance: tax-free loans, cash value growth and more

Posted at 22:04h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Life insurance...a powerful financial tool for business continuity and protection. Whether you’re a small business owner or run a large corporation, the right policy can safeguard your company’s future.

21 Mar Life insurance for business continuity and protection

Posted at 21:59h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Should you invest in an annuity or a 401(k)? Compare the benefits of annuities and 401(k) plans to make the best retirement decision.

21 Mar Should you invest in an annuity or a 401(k)?

Posted at 21:07h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Learn how an Indexed Universal Life (IUL) policy can be a powerful retirement planning tool, offering tax-free income, market-linked growth, and financial security.

21 Mar Indexed Universal Life (IUL): powerful retirement planning tool

Posted at 20:57h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Give your child a financial head start with an Indexed Universal Life (IUL) policy. Learn how IULs for kids provide lifelong financial security, tax-free growth, and a head start on wealth-building.

21 Mar Give your child a financial head start with an Indexed Universal Life (IUL) policy.

Posted at 20:28h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Learn why annuities are a powerful retirement planning tool. Discover how they provide guaranteed income, tax advantages, and financial security.

21 Mar Learn why annuities are a powerful retirement planning tool.

Posted at 20:23h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Discover how Indexed Universal Life Insurance (IULs) can build wealth, provide tax-free income, and protect your family. Learn how to maximize its benefits today!

21 Mar Discover how Indexed Universal Life Insurance (IULs) can build wealth

Posted at 20:18h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Think life insurance is just about death benefits? Think again

20 Mar Think life insurance is just about death benefits? Think again!

Posted at 19:50h in Article | Understanding Life Insurance, IULs, Annuities
Read More
Want to keep more of your paycheck? Discover how Section 125 plans can help you save big on taxes while boosting your benefits!

20 Mar Section 125 Plans Explained: Saving Big on Taxes!

Posted at 19:06h in Article | Wellness Plan - Healthcare - Employee benefit | Section 125 Plan
Read More
  • 1
  • 2
  • 3
  • 4
  • 5

Contact Us

info@thepolicyshop.com  
866.644.9033  
229 George Bush Blvd.  Delray Beach, FL 33444

LEARN MORE

About Us
Our Policies
FAQ
Privacy Policy
Terms and Conditions

SIGN UP FOR OUR NEWSLETTER

    Cookies & Privacy: This website uses cookies to ensure you get the best experience on our website.AcceptPrivacy policy