• 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

    Retirement Income Strategies is your life insurance specialists in Middleton, WI. In order to find the option that works best for you, we will take your unique situation into consideration. Secure your financial future. Call us today.

    About Senior Life Insurance

    In a senior life insurance contact, an agreement is made between a customer and an insurance provider. The customer pays a specified amount, called a “premium”, at regular intervals, and the company pays a designated amount to a beneficiary under certain circumstances (generally at the policy owner’s time of death).

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

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

    Universal or whole senior life insurance is guaranteed for the duration of the owner’s life. The advantages of this type of senior life insurance include easy access to funds and tax-advantaged growth of wealth.

    You can find benefits to both kinds of senior life insurance. Talk to our senior life insurance professionals in Middleton to find out the best solution for you.

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

    Every investment program has its pros and cons depending on your individual financial circumstance. In order to make the proper choice, working with an experienced financial professional is vital.

    Who needs senior life insurance?

    The answer is simple: everyone. Senior life insurance provides peace of mind to people of all ages.

    Why should you buy senior life insurance?

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

    These are just a few of the reasons why you should buy senior life insurance. Talk to a Retirement Income Strategies senior life insurance professional today to find out more.

    Kristian Finfrock

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    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

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    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.