Welcome to USD Insurance and Financial Services! We're a team of experts in retirement planning who care deeply about helping teachers in secure their futures. Our journey began with a group of experienced professionals passionate about guiding individuals through the maze of retirement options and after 25+ years we are experts in helping you plan the best retirements.

At USD, we focus on making retirement planning simple and accessible. Our specialized knowledge covers various retirement plans like 403(b), 457(b), 401(k), and 401(a). But what sets us apart is our commitment to offering top-notch independent retirement planning typically seen in big firms—yet tailored to meet the unique needs of teachers.

We empower our skilled Advisors with cutting-edge tools and unwavering support. This equips them to provide outstanding solutions and services to thousands of teachers like you. Our goal is to ensure that you have the confidence and resources you need to make informed decisions about your financial future.

Annuities Tailored for Teachers

Annuities for 403(b)-TSA and 401(k)

Secure your retirement with our specialized annuity options designed exclusively for teachers enrolled in 403(b)-TSA and 401(k) plans. Our team understands the unique needs of educators and offers comprehensive annuity solutions to help you build a stable financial future.

Life Insurance Options: Term and Permanent

Protecting Your Legacy

Choose from a range of life insurance options tailored to fit your needs. Whether you’re seeking term or permanent life insurance, our policies are crafted to safeguard your loved ones and provide financial security in times of need.

Pension & Retirement Planning

Exploring IRA's, Roth's, and 401(k)'s

Planning for retirement can be complex. Our experts specialize in navigating the intricacies of IRA's, Roth's, and 401(k)'s, ensuring that you make informed decisions to maximize your retirement benefits. Let us guide you toward a secure and prosperous retirement.

Long-Term Care Insurance

Securing Your Future Health

Prepare for potential healthcare needs in retirement with our long-term care insurance options. We offer comprehensive coverage tailored to ensure your well-being without compromising your financial stability.

Educational Facility Insurance

Protecting Educational Institutions

Safeguard the educational facilities you've worked hard to establish. Our tailored insurance solutions are designed to protect educational institutions, providing peace of mind against unforeseen circumstances.

Join us on this journey towards a secure and fulfilling retirement. Let’s work together to build a brighter tomorrow, one step at a time.