Privacy Policy

Privacy Policy

Last Updated: December 15th, 2023. 

This Privacy Policy outlines how The Policy Shop collects, uses, and protects your personal information when you use our website or engage with our services. We are committed to ensuring that your privacy is protected. If you provide certain information by which you can be identified when using this website, it will only be used in accordance with this privacy statement.




Information We Collect:

We may collect the following information:

Personal Information: Name, contact information including email address, phone number, and address.

Demographic Information: Preferences, interests, and other information relevant to customer surveys and/or offers.

Financial Information: Information related to your financial transactions with us.



How We Use the Information:


We require this information to understand your needs and provide you with better service. We may use the information for the following purposes:

Internal Record Keeping: We may use the information to improve our products and services.

Communication: We may periodically send promotional emails about new products, special offers, or other information which we think you may find interesting using the email address you have provided.

Customization: We may use the information to customize our website according to your interests.

Financial Transactions: To process transactions and provide requested services.

Security: We are committed to ensuring that your information is secure. We have implemented suitable physical, electronic, and managerial procedures to safeguard and secure the information we collect online.


A cookie is a small file that asks permission to be placed on your computer’s hard drive. Once you agree, the file is added, and the cookie helps analyze web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. We use traffic log cookies to identify which pages are being used. This helps us analyze data about web page traffic and improve our website to tailor it to customer needs. We only use this information for statistical analysis purposes, and then the data is removed from the system.

DISCLAIMER: Most life insurance policies require health and financial underwriting.  | Policy loans will reduce the available cash value and death benefit and may cause the policy to lapse, or affect guarantees against lapse. | The indexes available within the policy are constructed to keep track of diverse segments of the U.S. or international markets, or specific sectors. These indexes are benchmarks only.  | This content is not intended to provide comprehensive information regarding Indexed Universal Life insurance policies. This is general information only. Each insurance product will have specific features, benefits, and limitations.