• 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

    Want to buy life insurance but don’t know which plan you should choose? Speak with our life insurance specialists in Madison now. By looking over your unique situation, we’ll help you select your best option. Secure your future. Call us today.

    About Life Insurance

    Life insurance is an agreement between an individual and an insurance agency. The insurance company agrees to pay a lump sum to a designated beneficiary in the event of the policyholder’s death in return for scheduled payments, or premium.

    What is the difference between term & universal life insurance

    Term life insurance is linked to a specified time frame, relating to both premium payments and the payout.

    Whole or universal life insurance is guaranteed for the owner’s entire life. This form of life insurance also allows for easy access to funds and provides tax-advantaged wealth growth.

    You will find benefits to both types of life insurance. To learn which life insurance solution will work best for you, talk to our Madison insurance professionals.

    How does life insurance compare to other investment options?

    The benefits and disadvantages to each investment plan will be specific to you, depending on your financial circumstance. The most important thing to think about is how to select the correct financial advisor who will take care of your needs.

    Who Needs Life Insurance?

    Every adult, no matter how old, has a need for life insurance.

    Why Should You Purchase Life Insurance?

    • Remove the burden of paying for funeral costs from your family.
    • To cover school fees, utility bills, food, and other costs of living.
    • Paying off mortgages and other outstanding debts.

    These three reasons are only the tip of the iceberg. Talk to a life insurance professional at Retirement Income Strategies today to learn more.

    Kristian Finfrock

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    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

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    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.