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.
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.
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.
A custom life insurance contract or “CLIC” that is:
The New Standard is the unique ability to work directly with the client’s advisors to develop a cash value CLIC that:
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.