Wealth Transfer

Wealth 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.