• 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.

  • Middleton Senior Life Insurance

    Retirement Income Strategies is the answer if you want to find life insurance in Middleton. In order to select the option that is best for you, we will take your specific situation into consideration. Call us now to take steps towards improved financial security.

    What is senior life insurance?

    In a senior life insurance policy, an agreement is made between an insurance provider and a customer. The policyholder pays a certain amount at regular intervals, which is called a “premium”. In return, the company will pay a lump sum to a designated beneficiary under certain circumstances (usually the policyholder’s death).

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

    With term life insurance, the policy owner pays for a specific time period and the benefits lasts for a fixed period.

    Universal or whole senior life insurance is guaranteed for the entire duration of the owner’s life. This form of life insurance offers easy access to funds and provides tax-advantaged wealth growth.

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

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

    The benefits and disadvantages every investment strategy will be specific to you, depending on your financial situation. If you want to make the correct choice, you need to find an experienced financial professional.

    Who needs senior life insurance?

    The answer is simple: Everyone should buy senior life insurance.

    Why should you purchase senior life insurance?

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

    These only represent a portion of the reasons why you need senior life insurance. Talk to a Retirement Income Strategies senior life insurance professional today to find out more.

    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.