• 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.

  • Senior Life Insurance in Middleton

    Our staff of Middleton life insurance specialists can help you through the challenging process of selecting your life insurance policy. Our life insurance professionals will help you find the best life insurance option for your specific situation. Stabilize your future. Please call us today.

    About Senior Life Insurance

    Senior life insurance is an agreement between an insurance provider and a customer which outlines the obligations of each party. The 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?

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

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

    Each type has benefits. Speak with our senior life insurance professionals in Middleton to learn about the best solution for you.

    How does senior life insurance compare to other investment options?

    Every investment plan has its pros and cons depending on your individual financial circumstance. To make the correct choice, working with an experienced financial professional is imperative.

    Who needs senior life insurance?

    The answer is short and simple: Everyone needs a senior life insurance policy.

    Why should you buy senior life insurance?

    • Provide a way for your family to pay for funeral costs.
    • To pay for the expense of children that may still be living at home.
    • To pay off outstanding debts, including mortgages.

    There are lots of other reasons to get senior life insurance. Talk to a senior life insurance professional at Retirement Income Strategies today to find out 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.