• 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 Sun Prairie, WI

    Retirement Income Strategies is your life insurance specialists in Sun Prairie, WI. In order to select the option that is right for you, we’ll take your unique situation into consideration. Add a little extra security to your future by contacting 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 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

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

    Conversely, universal or whole life insurance is guaranteed for the duration of the owner’s life. This life insurance offers easy access to funds and provides tax-advantaged wealth growth.

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

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

    Each type of investment program has its pros and cons depending on your individual background. Choosing an experienced financial advisor is the right way to ensure you make the right choice.

    Who Needs Life Insurance?

    The simple answer? Everyone should buy life insurance.

    Why Should You Purchase Life Insurance?

    • Remove the burden of paying for funeral costs from your family members.
    • To cover college tuition, utility bills, food, and other costs of living.
    • To pay off debts that have been left behind, including mortgages.

    These only represent a portion of the reasons why you should buy life insurance. Learn more about your options by contacting a life insurance professional from Retirement Income Strategies.

    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.