• 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 life insurance specialists are the answer you’re looking for if you need life insurance in Madison. We will look over your unique situation in order to locate the option that will work best for you. Secure your financial future. Call us today.

    About Life Insurance

    Life insurance creates an agreement between a customer and an insurance agency. The insurance company agrees pays a lump sum to a beneficiary in the event of the policyholder’s death in return for regular payments, or premium.

    Term & Universal Life Insurance

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

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

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

    How does life insurance compare to other investment options?

    Depending on our unique circumstance, there will be ups and downs for every investment strategy. Finding an experienced financial advisor is the best way to ensure you make the right choice.

    Who Needs Life Insurance?

    Everybody needs a life insurance policy! It really doesn’t matter if you are 21 or 71; you have a need for this important financial product.

    Why Should You Buy Life Insurance?

    • Remove the responsibility of paying for funeral costs from your family members.
    • To cover school fees, bill payments, food, and other costs of living.
    • Paying off mortgages and other debts.

    These reasons are only the tip of the iceberg. Learn more about your options by contacting a life insurance professional from Retirement Income Strategies.

    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.