• 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

    Our staff of life insurance specialists in Sun Prairie can help you through the unfamiliar process of choosing life insurance. By reviewing your unique situation, we will help you select your best option. Add some extra stability to your future by contacting us today.

    What is Life Insurance?

    In a life insurance contact, an agreement is made between an insurance agency and a customer. The customer agrees to pay a specified amount, or “premium”, on a regular basis, and the company agrees to pay a designated amount to a beneficiary under certain circumstances (usually at the policy owner’s time of death).

    Term & Universal Life Insurance

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

    Whole or universal 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.

    Both kinds of life insurance offer benefits. To learn which life insurance solution will work best for you, talk to our Sun Prairie insurance professionals.

    How does life insurance compare to other investment options?

    Depending on our financial circumstance, there will be ups and downs for every investment program. The most important thing to consider is selecting the correct financial advisor who will take care of your needs.

    Who Needs Life Insurance?

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

    Why Should You Purchase Life Insurance?

    • Remove the responsibility of paying for funeral expenses from your family members.
    • To pay for college tuition, bill payments, groceries, and other costs of living.
    • Paying off mortgages and other debts.

    There are several other reasons to get life insurance. Learn more about your options by contacting a life insurance professional at 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.