• 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

    Retirement Income Strategies is a staff of life insurance specialists in the Middleton area. In order to choose the option that is right for you, we will take your unique situation into account. 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 customer pays a specified amount, called a “premium”, at regular intervals, and in return the company pays a lump sum to the designated beneficiary under certain circumstances (usually at the policy owner’s time of death).

    What are the pros & cons of term & universal life insurance

    Term life insurance means the owner of the policy is only required to pay for specific period of time, and the benefit to your heirs only lasts for a fixed period.

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

    Each type has benefits. Speak with one of our Middleton insurance professionals to learn which life solution is best for you.

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

    Depending on our unique circumstance, there will be pros and cons to every investment plan. In order to make the correct choice, working with an experienced financial advisor is vital.

    Who Needs Life Insurance?

    Every adult, no matter what age, has a need for life insurance.

    Why Should Everyone Buy Life Insurance?

    • Funerals cost tens of thousands of dollars. Don’t let these expenses put your family in financial distress.
    • To cover school fees, utility bills, groceries, and other costs of living.
    • Paying off outstanding debts, including mortgages.

    There are many other reasons to get life insurance. Talk to a Retirement Income Strategies life insurance professional 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

    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.