• 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 Sun Prairie

    In the market for life insurance but aren’t sure which plan you should choose? Talk to our Sun Prairie life insurance specialists now. We will look over your unique situation in order to select the option that will work best for you. Add some extra stability to your future by calling us now.

    What is senior life insurance?

    Senior life insurance is an agreement between an insurance company and a customer. The insurance company agrees to pay a lump sum to a beneficiary in the event of the policyholder’s death in return for regular payments, or premium.

    What are the pros & cons of term & universal life insurance?

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

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

    Both kinds of senior life insurance have benefits. Talk to our licensed Sun Prairie senior life insurance professionals to learn about the best solution for you.

    How does senior life insurance compare to other investment options?

    Each type of investment program has its pros and cons depending on each client’s individual financial circumstance. If you want to make the right choice, you need to select an experienced financial professional.

    Who needs senior life insurance?

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

    Why should everyone buy senior life insurance?

    • Remove the burden of paying for funeral costs from your family.
    • To cover the expense of children that may still be living at home.
    • Pay off outstanding debts, including mortgages.

    These reasons are only the tip of the iceberg. Learn more by contacting a senior life insurance professional from Retirement Income Strategies.

    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.