Captive Insurance

Our Institutional Trust team consults with companies who are looking to develop a Captive Insurance solution. Transitioning to an outsourced controlled entity helps the organizations we partner with manage certain risks, streamline services, and better control costs. Regions serves as a single-source financial provider and offers a combination of investment and fiduciary services.  Our specific offerings in the captive space include:

  • Investment management
  • Fiduciary services
  • Customized account management
  • Support developing unique investment policy statements
  • Claims management


  • Tighter control of insurance costs
  • Improved claims management
  • Enhanced operating practices
  • Improved risk management
  • Opportunity to steer the commercial insurers’ profit to reserves or their bottom line

Let a member of our team guide you through the captive insurance space. Call us at 1-800-REGIONS for more information.


Some products and services are made available through Regions Asset Management, a business unit within Regions Wealth Management. Investment advisory services are offered through Regions Investment Management, Inc. (“RIM”), a Registered Investment Adviser under the Investment Advisers Act of 1940. RIM is a wholly owned subsidiary of Regions Bank, which in turn, is a wholly owned subsidiary of Regions Financial Corporation. For additional information concerning RIM, please request a copy of RIM’s Form ADV Part 2A from your financial professional.