• 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

    Our life insurance specialists are the answer you are looking for if you need life insurance in Middleton. We provide life insurance professionals to help find the best life insurance option for your specific situation. Contact us today to take the necessary steps towards improved financial security.

    About Life Insurance

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

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

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

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

    Each form of life insurance offers benefits. Speak with our life insurance professionals in Middleton to find out the best solution for you.

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

    Depending on our financial circumstance, there will be pros and cons to every investment program. The most important thing to think about is how to select the correct financial advisor who will take care of your needs.

    Who Needs Life Insurance?

    All adults, no matter how old they are, have a need for life insurance.

    Why Should You Purchase Life Insurance?

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

    These are just some of the reasons why you need life insurance. Talk to a life insurance professional at Retirement Income Strategies today to learn more.

    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


    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.