Insurance & Your Financial Future
Insurance protection sometimes includes protecting valuable assets. U.S. Bancorp Insurances Services offers a selection of insurance products designed to maintain and transfer wealth and minimize tax burdens. Choose the strategy suited to your objective, timing and risk tolerance.
Life Insurance in Retirement Planning
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.
Estate Tax & Liquidity Analysis
Whether you are utilizing a Family Trust, Charitable Trust, Family Partnership or Life Insurance Trust, our Estate Tax & Liquidity Analysis program demonstrates the current and future impact of your planning.
Our Annuity Maximization program provides two strategies for maximizing annuity assets as you minimize taxes - by transferring accumulated deferred annuity assets into a Life or Long-Term Care Insurance policy.
For Your Business
Key Employee Indemnification
Don't underestimate the value of your business's human capital. Our Key Employee Indemnification program calculates the actual chances of death and disability for your business's key managers and weighs the impact.
Executive Non-Qualified Deferred Compensation
Our Executive Non-Qualified Deferred Compensation Plan suggests retirement savings opportunities for highly compensated employees prevented from saving on a pre-tax basis by the amount of money they earn.