• 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 De Forest, WI

    Retirement Income Strategies is the answer if you’re looking for life insurance in De Forest. Our life insurance professionals will help you find the best life insurance option for your specific situation. Contact us now to take steps towards a more secure future.

    About Life Insurance

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

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

    Term life insurance means you only pay for specific period of time, and the benefit to your heirs only lasts for a fixed period.

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

    There are benefits to both kinds of life insurance. Speak with our licensed De Forest life insurance professionals to learn about the best solution for you.

    How does life insurance compare to other investment options?

    The benefits and disadvantages to every investment plan will be unique to you, depending on your financial situation. This is why choosing a dependable financial advisor is so important.

    Who Needs Life Insurance?

    Everybody needs a life insurance policy! It really doesn’t matter if you are 23 or 73; you still have a need for this important financial product.

    Why Should You Purchase Life Insurance?

    • Provide the means for your family to pay for funeral expenses.
    • To pay for the expense of children that may still be living at home.
    • To pay off mortgages and other debts.

    There are many other reasons to get life insurance. Contact a life insurance professional at Retirement Income Strategies to learn more about your options.

    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.