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The Private Client Group: Insurance

The Private Client Group: Insurance

Financial guidance is just the beginning of what The Private Client Group has to offer. You can benefit from a broad array of insurance services available from U.S. Bancorp Investments, Inc. It’s all part of our commitment to providing you with a streamlined, coordinated approach to helping build, manage and protect your assets.

Strategic Insurance Services

Protecting what’s most important to you is part of a comprehensive financial plan, which is why The Private Client Group offers insurance strategies for a wide range of personal and professional needs. This includes developing customized plans to help safeguard both your personal and business assets.

U.S. Bancorp Investments offers life, disability and long-term care insurance that can help keep you safe even in the face of life-changing events. If you’re a business owner, our legacy planning includes key person protection, business continuation insurance and executive benefits. We also provide executive benefits consulting for senior executives and professionals.

Investment products are:

Not a Deposit Not FDIC Insured May Lose Value Not Bank Guaranteed Not insured by any Federal Government Agency

For U.S. Bank:

U.S. Bank is not responsible for and does not guarantee the products, services, or performance of affiliates.

For U.S. Bancorp Investments, Inc.:

Investment products and services are available through U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products including annuities are available through U.S. Bancorp Insurance Services, LLC, and U.S. Bancorp Investments, Inc.; 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. Policies are underwritten by unaffiliated insurance companies and may not be available in all states. CA Insurance License # OE24641.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1.800.289.9999 or via www.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

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