• 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

    Retirement Income Strategies is a group of life insurance specialists in Madison, Wisconsin. By reviewing your unique situation, we’ll help you with selecting your best option. Call us now to take the necessary steps towards a more secure future.

    What is Life Insurance?

    Life insurance is an agreement between an insurance agency and a customer which outlines each party’s obligation to one another. The company agrees to pay a lump sum to a beneficiary in the event of the policyholder’s death in return for regular payments, or premium.

    What is the difference between term & universal life insurance

    With term life insurance, the policy owner pays for a certain time period and the benefits are only available for a set period.

    Conversely, whole or universal life insurance is guaranteed for the duration of the owner’s life. This life insurance offers easy access to funds and provides tax-advantaged wealth growth.

    You will find benefits to both kinds of life insurance. To learn which life insurance solution will work best for you, speak with our insurance professionals in Madison.

    How does life insurance compare to other investment options?

    All investment programs have pros and cons depending on your unique financial circumstance. Finding an experienced financial advisor is the right way to ensure you choose the right path.

    Who Needs Life Insurance?

    Everyone! Life insurance is a product that provides peace of mind to people of all ages.

    Why Should Everyone Purchase Life Insurance?

    • Funerals can cost tens of thousands of dollars. Don’t let these expenses send your family into financial distress.
    • To cover the cost of living, such as tuition, groceries, and bill payments.
    • Paying off mortgages and other outstanding debts.

    There are several other reasons to buy life insurance. Talk to a Retirement Income Strategies life insurance professional 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.