• 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

    Retirement Income Strategies is the answer if you’re looking for life insurance in Madison. By reviewing your unique situation, we will help you with selecting your best option. Add a little extra stability to your future by contacting us now.

    About Life Insurance

    In a life insurance contact, an agreement is made between an insurance agency and a customer. The customer pays a specified amount, called a “premium”, on a regular basis, and in return the company pays a designated amount to a beneficiary under certain circumstances (generally at the policy owner’s time of death).

    What is the difference between term & universal life insurance

    Term life insurance relates to a specified time frame, regarding both the premium payments and the payout.

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

    Each form of life insurance offers benefits. To find out which life insurance solution will work for you, talk to our Madison insurance professionals.

    How does life insurance compare to other investment options?

    Depending on our financial circumstance, there will be ups and downs for every investment plan. This is why selecting an experienced financial advisor is so important.

    Who Needs Life Insurance?

    All adults, no matter how old they are, have a need for life insurance.

    Why Should Everyone Purchase Life Insurance?

    • Funerals cost tens of thousands of dollars. Don’t let these expenses put your family in financial distress.
    • To pay for school fees, bill payments, food, and other costs of living.
    • Paying off debts that have been left behind, such as mortgages.

    There are many other reasons to purchase life insurance. Talk to a Retirement Income Strategies life insurance professional today to find out more.

    Kristian Finfrock

    kristian

    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.