• The financial planning power of life insurance

    Life insurance is the only planning concept available that can be developed into a tax compliant custom contract that delivers wealth both income and estate tax free; protects the shifted wealth; has no income tax on the investment account; and provides tax efficient access to the shifted wealth.

  • On the financial future & security of you & your family

    Focus on how the concept of life insurance can now be developed into a tax compliant contract of life insurance the terms of which are unique to each client.

  • The way the concept of life insurance is developed into the final contract

    Life insurance should not be a product that is sold to the client. Rather it should be a unique cash value, custom life insurance contract or "CLIC" resulting from the unique ability of the client’s attorneys, advisors, banks, trust companies and others to work directly with CastleRE.

THE "CUSTOM CONTRACT" APPROACH

A custom life insurance contract or "CLIC" that is:

  • Custom designed and drafted based on the needs of each client
  • Transparent and has very low and negotiated costs
  • Understandable
  • Finalized with no gimmicks

RE-THINK A NEW STANDARD

The New Standard is the unique ability to work directly with the client’s advisors to develop a cash value CLIC that:

  • Efficiently and securely transfers and protects wealth
  • Protects the invested assets
  • Delivers the maximum benefit when it needed
  • Is consistent with the client’s (not the insurance company’s) objectives

RE-FOCUS AND RE-INVENT

RE-Focus on how to maximize the potential of the concept of life insurance. RE-Invent: the proper way to finalize a contract of life insurance.

  • We took the time and effort to find a better way
  • Castle is dedicated to a New Standard
  • We will help you on the “whys”, “hows”, and “uses” of the concept of life insurance
  • Our philosophy is born from frustration