• 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, WI

    Our team of life insurance specialists in Madison can assist you through the challenging process of selecting life insurance. We take your unique situation into account in order to locate the option that will work best for you. Secure your financial future. Please call us today.

    About Life Insurance

    In a life insurance policy, an agreement is made between a customer and an insurance provider. The 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 is the difference between term & universal life insurance

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

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

    Both types of life insurance have benefits. Speak with our life insurance professionals in Madison to learn about the best solution for you.

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

    The pluses and minuses of to every investment plan will be unique to you, depending on your financial situation. The most important thing to consider is selecting the correct financial advisor who will take care of your needs.

    Who Needs Life Insurance?

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

    Why Should You Purchase Life Insurance?

    • Remove the burden of paying for funeral costs from your family members.
    • To cover living expenses, such as tuition, groceries, and bills.
    • To pay off mortgages and other debts.

    These three reasons are just the beginning. Talk to a life insurance professional at Retirement Income Strategies to learn more about your options.

    Kristian Finfrock


    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.