• Discover the many opportunities available to help secure your financial future through the use of a comprehensive suite of investment and insurance products.

    At Retirement Income Strategies, we can help you determine a strategy appropriate for your financial situation.

  • Life Insurance in Madison, Wisconsin

    Our team of Madison life insurance specialists can assist you through the unfamiliar process of selecting life insurance. We provide life insurance professionals to help find the best life insurance option for your unique situation. Stabilize your financial future. Call us today.

    What is Life Insurance?

    Life insurance is a contract between an insurance provider and a customer which outlines each party’s obligation to one another. The customer pays a specified amount, or “premium”, on a regular basis, and the company pays a lump sum to the designated beneficiary under certain circumstances (usually at the policy owner’s time of death).

    Universal & Term Life Insurance

    With term life insurance, the policy owner pays for a specific amount of time and the benefits are only available for a fixed period.

    Universal or whole life insurance is guaranteed for the owner’s entire life. If set up correctly, whole or universal life insurance plans can provide easy access to needed funds, while also providing for tax-advantaged growth of wealth.

    You will find benefits to both types of life insurance. Contact one of our insurance professionals in Madison to learn which life insurance solution is best for you.

    What are the financial benefits of life insurance policy compared to investing in other ways?

    Each type of investment strategy has its pros and cons depending on each client’s particular financial circumstance. Choosing an experienced financial advisor is the best way to ensure you make the right choice.

    Who Needs Life Insurance?

    The simple answer? Everyone should buy a life insurance policy.

    Why Should You Buy Life Insurance?

    • Provide a way for your family to pay for funeral costs.
    • To cover school fees, bill payments, groceries, and other costs of living.
    • Paying off outstanding debts, including mortgages.

    These only represent a few of the reasons why you should buy life insurance. Contact a Retirement Income Strategies life insurance professional to learn more about your options.

    Kristian Finfrock


    Our founder and top financial professional, Kristian Finfrock, wants you to maintain a retirement savings that is not majorly impacted by today's volatile market. Contact us at 888.275.3935 to learn more.

    » Learn How

    Ed Slott’s IRA Corner

    Ed Slott runs the Elite IRA Advisor Group dedicated to spread the word about smart retirement strategies.

    Members of Ed Slott’s Elite IRA Advisor GroupTM are dedicated to being leaders in the IRA industry and protecting their clients’ families’ futures.

    » Learn More

    Upcoming Events

    Retirement planning is simple when you partner with the wealth management professionals at Retirement Income Strategies.

    Our retirement planning professionals offer a number of events to provide education and assistance with senior life insurance, financial planning, and more. Click below to view our upcoming calendar.

    » Calendar of Events

    At Retirement Income Strategies, helping you meet your financial needs is our FIRST priority

    Contact us at info@ri-strategies.com or call us at 888.275.3935 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.