Coverage for what matters most

See the whole picture. Insurance is an important part of your overall wealth plan. By considering your goals and whole financial situation, we can help you determine the type and amount of insurance that meets your needs.

Work toward financial security. It’s not only market and economic fluctuations that can impact your financial security. Unexpected changes to your family, career and health impact your day-to-day finances as well as your long-term goals. A solid insurance protection plan is important so you won’t have to draw down your savings or liquidate your investments should you ever find yourself in a crisis.

Secure peace of mind. No matter your stage in life, the right protection can help you feel more confident that you are prepared for whatever lies ahead.

Your wealth plan

We put your needs and desired outcomes first as we help you create your financial plan. Through our proven Wealth Planning process we help bring clarity to your financial life and give you confidence to achieve what you want.

Life insurance

You work hard to protect your loved ones – too hard to let an unforeseen event put them at risk financially. Let us help you choose between term and permanent life insurance options that meet your unique needs.

Long-term care insurance

Americans are living longer than ever before. The costs of assisted living or in-home care can easily deplete your retirement savings without a long-term care strategy. In 30 years, one year of care in a nursing home is expected to cost $270,000.1

Disability insurance

Your financial plan is based on the income you receive from the work you do. Disability income insurance can help protect you and your family if you are unable to work due to an accident, injury or illness.

Business insurance

As a business owner, you can use insurance for many purposes, ranging from asset protection and succession planning to tax planning and wealth transfer.

Insights from our experts

Life insurance

Life insurance offers protection at its core, but it can do so much more.

Is life insurance part of an estate?

It’s typically best to remove life insurance from your estate for taxation purposes, but there are still a number of ways you can use life insurance to benefit your loved ones after you’re gone.

Why is insurance important in financial planning?

Just like your financial goals, insurance policies are as unique as you.


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  1. Genworth 2021 Cost of Care Survey, conducted by CareScout.

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Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Wealth Management – U.S. Bancorp Investments is a marketing logo for U.S. Bancorp Investments.

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Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for 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.

U.S. Bancorp Investments and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

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 An investor brochure describing BrokerCheck is also available through FINRA.

The information provided represents the opinion of U.S. Bancorp Investments and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

U.S. Bancorp Investments Order Processing Information.

Municipal Securities Education and Protection– U.S. Bancorp Investments is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at