• 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

    We are the solution if you want to find life insurance in Madison. By reviewing your unique situation, we’ll help you select your best option. Call us today to take the necessary steps towards a more secure future.

    What’s senior life insurance?

    In a senior life insurance contact, an agreement is made between an insurance agency and a customer. The insurance company agrees to pay a lump sum to a beneficiary in the event of the policyholder’s death in return for scheduled payments, or premium.

    What are the pros & cons of term & universal life insurance?

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

    Whole or universal senior life insurance is guaranteed for the duration of the owner’s life. If set up correctly, universal or whole senior life insurance plans provide simple access to funds, while providing tax-advantaged growth of wealth.

    Each type has benefits. Contact one of our insurance professionals in Madison to learn which life insurance solution is best for you.

    What are the benefits of owning a senior life insurance policy compared to investing in other ways?

    All investment programs have pros and cons depending on your particular financial circumstance. This is why choosing a financial professional is so important.

    Who needs senior life insurance?

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

    Why should you buy senior life insurance?

    • Provide a way for your family to pay for funeral costs.
    • To pay for school fees, bill payments, food, and other costs of living.
    • Pay off outstanding debts, such as mortgages.

    These three reasons are only the tip of the iceberg. Talk to a senior 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.