Personal
Insurance



Related Links
Resources




Life Insurance in Retirement Planning
Life Insurance in Retirement Planning

An efficient way to transfer wealth and protect dependants, Life Insurance, particularly variable life insurance*,also offers valuable living advantages that make it a desirable supplemental retirement planning tool:

  • A properly arranged insurance policy will offer cash accumulation and tax deferral.
  • Policy loans and withdrawals will reduce the cash value and death benefit payable to you and your beneficiaries and may have certain tax consequences. We recommend that you work with your attorney and/or tax advisor.

The Advantages

Our Life Insurance in Retirement Planning program demonstrates the options and income amounts available through life insurance - and shows the tax advantages of including life insurance in an accumulation strategy.

*Variable Life Insurance is a securities product sold by FINRA registered representatives and offered by U.S. Bancorp Investments.


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


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.

Personal
Account Login

U.S. Bank Internet Banking
Online Investing

View All Logins