• 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.

  • De Forest Senior Life Insurance

    We are the answer if you’re looking for life insurance in De Forest. By reviewing your unique situation, we’ll help you select the best option for you. Secure your financial future. Please call us today.

    About Senior Life Insurance

    Senior life insurance sets forth an agreement between a customer and an insurance agency. The policyholder pays a certain amount at regular intervals, which is called a “premium”. In return, the company agrees to pay a lump sum to a designated beneficiary under certain circumstances (usually the policyholder’s death).

    What is the difference between universal & term life insurance? What are their pros & cons?

    Term life insurance means the owner of the policy is only required to pay for a specified time period, and the benefit only lasts for a fixed period.

    Whole or universal senior life insurance is guaranteed for the entire duration of the owner’s 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 kinds of senior life insurance. Talk to our senior life insurance professionals in De Forest to learn about the best solution for you.

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

    Each type of investment strategy has its pros and cons depending on your individual circumstances. In order to make the right choice, working with an experienced financial professional is vital.

    Who needs senior life insurance?

    Everybody needs a senior life insurance policy! It really doesn’t matter if you are 28 or 78; you have a need for this important financial product.

    Why should you buy senior life insurance?

    • Remove the burden of paying for funeral costs from your family members.
    • To cover the cost of living, such as tuition, food, and bill payments.
    • Pay off debts that have been left behind, including mortgages.

    There are lots of other reasons to buy senior life insurance. Talk to a Retirement Income Strategies senior life insurance professional today to learn 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.