Wealth Transfer
Wealth ManagementWealth Transfer - Single Premium Life Insurance
Regions Investment Services can help you build a legacy with a single premium life insurance contract that may increase the value of the assets you plan to leave to your beneficiaries and pass to your heirs tax free.
- Beneficiaries immediately receive a death benefit higher than the single premium 1
- Transfer assets to beneficiaries free of federal tax under current federal tax law 1
- Products may offer access to funds through policy benefit riders, policy loans or full surrender
- All policy cash values and death benefits are guaranteed (minus any accessed policy riders, policy loans or loan interest)
- Simplified application and fast approval process 2
Contact us for further information regarding additional insurance products, coverage amounts or longer term lengths.
