


The Policy Shop - Insurance Revenue
Insurance • Delray Beach, Florida, United States • 1-10 Employees
The Policy Shop - Insurance revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at The Policy Shop - Insurance
Jonathan Globerman
Co-Founder, Chief Executive Officer
Company overview
| Headquarters | 229 George Bush Blvd, Delray Beach, Florida 33444, US |
| Website | |
| NAICS | 52421 |
| Keywords | Wealth Preservation, Financial Services, Annuities, Life Insurance, Retirement Income, Insurance, Estate Planning, Permanent Life Insurance, Asset Accumulation, Generational Wealth Transfer, Indexed Universal Life Insurance, Premium Finance Life Insurance, Term Life Insurace, Tax Advantaged Income, Market Driven Returns, Retirment Funding, Tax Free Wealth |
| Employees | 1-10 |
| Socials |
About The Policy Shop - Insurance
WE BELIEVE INSURANCE IS MORE THAN JUST PROTECTION—IT’S A PATH TO OPPORTUNITY. At The Policy Shop, we know that insurance isn’t just about shielding yourself from the unexpected. It’s about taking control of your financial future, growing your wealth, and securing your legacy. 🌟 Our policies are more than safety nets—they’re tools for: ✅ Wealth Accumulation: Build your financial foundation with tax-advantaged growth. ✅ Retirement Planning: Guarantee steady income for life and enjoy peace of mind. ✅ Generational Wealth: Create a legacy that benefits your family for years to come. ✅ Tax Advantages: Maximize savings while minimizing tax burdens. Our products are designed to work as hard as you do, combining growth potential, protection, and flexibility to meet your unique goals. OUR POLICIES 1️⃣ WealthX IUL: Indexed Universal Life Insurance that grows your money while keeping it safe from market volatility. Perfect for long-term wealth-building and tax-free retirement income. 2️⃣ RetirementPAYDAY Annuity: Secure guaranteed lifetime income and enjoy financial stability throughout your retirement. 3️⃣ CollegePLUS IUL: A smart, flexible alternative to traditional college savings plans like 529s, helping you fund education with confidence. 4️⃣ LifeENSURE Term & Whole Life: Affordable and comprehensive coverage options to protect your loved ones while planning for the future. 5️⃣ BespokeFINANCE Premium Financing: Exclusive solutions for high-net-worth individuals to maximize life insurance benefits while preserving liquidity. 💡 Insurance is not just about preparing for the worst—it’s about planning for the best. Start building your financial future today with a policy tailored to your dreams and aspirations. THAT’S OUR POLICY. WHAT’S YOURS? 👉 Learn more at www.thepolicyshop.com
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
The Policy Shop - Insurance has 1 employees across 1 departments.
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Number of employees
Funding Data
The Policy Shop - Insurance has never raised funding before.
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