Wealth Transfer

Wealth Management

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.

Contact a Wealth Advisor

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