Marketing One Inc. a provider of investment products to banks, is rolling out insurance policies targeted to elderly bank customers with estate-planning needs.

The Wealth Transfer Program is designed for those who have been saving for a rainy day in annuities or other tax-deferred investments, but later realize they want to pass this money onto heirs tax free.

The company said it is training brokers at banks how to ascertain whether the intentions customers who bought annuities as far back as a decade ago have changed.

Based in Portland, Ore., Marketing One has assisted more than 300 financial institutions in selling more than $12 billion in annuities.

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