Wealth Transfer

Regions Investment Services offers wealth transfer and life insurance products which may increase the value of the assets you plan on leaving your beneficiaries.

Single Premium Life Insurance provides:

  • Beneficiaries immediately receive a death benefit higher than the single premium
  • Transfer assets to beneficiaries free of federal tax under current federal tax law
  • Products may offer access to funds through policy benefit riders', policy loans or full surrender
  • All policy cash values and death benefits are 100 percent guaranteed (minus any accessed policy riders, policy loans or loan interest)
  • Simplified application and fast approval process

For additional wealth transfer information and insurance products, coverage amounts or longer term lengths visit your local branch to learn more or schedule an appointment.

investment disclosure

* Some applicants may require additional testing or be required to submit additional information.
**For some products.

Regions Investment Services, Inc., is a wholly owned subsidiary of Regions Bank, which is a subsidiary of Regions Financial Corporation. Policies are not available in all states. Certain restrictions apply.