Castle Re Insurance is a Littleton-based insurance company that offers a unique approach to life insurance, focusing on custom-designed contracts tailored to each client's needs. Their mission is to provide a tax-compliant solution that delivers wealth both income and estate tax-free, while also protecting the shifted wealth and providing tax-efficient access to it.
With a philosophy born from frustration, Castle Re Insurance aims to redefine the standard of life insurance by working directly with clients' advisors to develop transparent and low-cost custom contracts that efficiently transfer and protect wealth, aligning with the client's objectives rather than the insurance company's. They strive to maximize the potential of life insurance and offer guidance on its concept, uses, and benefits.
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