Investment Management for Captive Insurance

Wealth Management

Regions can serve as investment manager for your organization’s captive insurance needs.

Our Institutional Trust team consults with companies that are looking to develop a Captive Insurance solution. Transitioning to an outsourced controlled entity helps the organizations we work with to 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.^[1]

Our specific offerings include:

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

Benefits to Clients

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

Connect with our team to determine how Regions can help your organization with captives.

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.