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Annuity Maximization
Annuity Maximization

A planning tool designed to illustrate the income and estate tax impact on deferred annuities* at death, our Annuity Maximization program provides two strategies to reposition your deferred annuity and maximize your assets:

  • Systematically convert taxable assets into an estate and eliminate income taxes with a properly owned Life Insurance policy.
  • We also recommend that you work with your attorney and/or tax advisor.
  • Systematically convert a taxable asset into a Long-Term Care Insurance policy.
The Advantages

Choose the asset strategy right for you and your loved ones. The Annuity Maximization program compares the impact of holding an annuity with leveraging an annuity into Life or Long-Term Care Insurance.

*Non-deposit investment products are offered through U.S. Bancorp Investments, Inc.


Investment and Insurance products are:

NOT A DEPOSIT NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
MAY LOSE VALUE NOT GUARANTEED BY THE BANK
Investment products and services are available through U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment advisor and a brokerage subsidiary of U.S. Bancorp and an affiliate of U.S. Bank.
Insurance products are available through U.S. Bancorp Insurance Services, LLC, in Montana U.S. Bancorp Insurance Services of Montana, Inc., and in Wyoming U.S. Bancorp Insurance & Investments, Inc. All are licensed insurance agencies and subsidiaries of U.S. Bancorp and affiliates of U.S. Bank. U.S. Bank is not responsible for and does not guarantee the products and services, or the performance of the products or services, offered by its affiliates or by third parties. Policies are underwritten by unaffiliated insurance companies and may not be available in all states. CA Agency Number 0E24641.
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