Transferring Wealth

 

Transferring Wealth

 

 

A cash resource for your family - or a larger legacy for heirs

Because life insurance proceeds are generally free of federal income tax and not subject to probate, they can provide immediate income for your family to pay final expenses, estate tax and other costs associated with estate administration. As part of your estate plan, a life insurance policy can also be used to equalize inheritances, or to provide a special legacy for family members or charities.

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for a referral to a Synovus Financial Management Services representative.

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info@sbandtbank.com
(229) 430-7000

Investment products and services provided by Synovus are offered through Synovus Securities, Inc ("SSI"), Synovus Trust Company, N.A. ("STC"), GLOBALT, a separately identifiable division of STC and Creative Financial Group, a division of SSI. Trust services for Synovus are provided by Synovus Trust Company, N.A. The registered broker-dealer offering brokerage products for Synovus is Synovus Securities, Inc., member FINRA/SIPC. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested.

Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank and Synovus Trust. Synovus Trust Company, N.A. is a subsidiary of Synovus Bank.

Approval of any bank product or service is not contingent upon purchasing insurance from Synovus Bank. Insurance products marketed through Synovus and its affiliated companies are underwritten by insurance companies not affiliated with Synovus and are subject to normal underwriting procedures.