• 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 solution you’re looking for if you need life insurance in Madison. By reviewing your unique situation, we will help you select your best option. Add some additional security to your future by calling us now.

    What’s Life Insurance?

    Life insurance is an agreement between an insurance provider and a customer which outlines each party’s obligation to one another. The customer pays a specified amount, called a “premium”, on a regular basis, and in return the company pays a designated amount to a beneficiary once the term of insurance is over (usually at the policy owner’s time of death).

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

    Term life insurance relates to a specified time frame, regarding both premium payments and the payout.

    In contrast, whole or universal life insurance is guaranteed for the duration of the owner’s life. The advantages of this type of life insurance include easy access to funds and tax-advantaged growth of wealth.

    You can find benefits to both types of life insurance. Speak with our licensed Madison life insurance professionals to find out the best solution for you.

    What are the 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 circumstance. This is why choosing a dependable financial advisor is a necessity.

    Who Needs Life Insurance?

    The answer is short and simple: Everyone should buy life insurance.

    Why Should Everyone Purchase Life Insurance?

    • Provide the means for your family to pay for funeral expenses.
    • To cover living expenses, such as tuition, food, and bills.
    • Paying off mortgages and other debts.

    These are just some of the reasons why you should buy life insurance. Talk to a Retirement Income Strategies life insurance professional 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.