• 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 Middleton, WI

    Looking for life insurance but aren’t sure which plan you should choose? Talk to our life insurance specialists in Middleton now. By reviewing your unique situation, we’ll help you select the best option for you. Secure your future. Call us today.

    What is Life Insurance?

    Life insurance is a contract between an individual and an insurance agency. 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.

    Universal & Term Life Insurance

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

    Whole or universal life insurance is guaranteed for the owner’s entire life. This life insurance also allows for easy access to funds and provides tax-advantaged wealth growth.

    Both kinds of life insurance offer benefits. Call one of our Middleton insurance professionals to learn which life insurance solution is best for you.

    How does life insurance compare to other investment options?

    Depending on our financial circumstance, there will be ups and downs for every investment plan. In order to make the right choice, finding an experienced financial advisor is vital.

    Who Needs Life Insurance?

    Everyone needs a life insurance policy! It really doesn’t matter if you are 25 or 75; you have a need for this important product.

    Why Should Everyone Buy Life Insurance?

    • Provide a way for your family to pay for funeral costs.
    • To pay for the expense of children still living at home.
    • Paying off mortgages and other debts.

    These reasons are just the beginning. Talk to a Retirement Income Strategies life insurance professional to find out 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.