• 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.

  • Sun Prairie Senior Life Insurance

    Our staff of Sun Prairie life insurance specialists can help you through the unfamiliar process of choosing your life insurance policy. We take your unique situation into account in order to locate the option that will work best for you. Add a little extra stability to your future by calling us now.

    What is senior life insurance?

    Senior life insurance is a contract between an individual and an insurance agency. The customer agrees to pay a certain amount at scheduled intervals, which is called a “premium”. In return, the company will pay a lump sum to a designated beneficiary after a specified event (usually the policyholder’s death).

    What is the difference between term & universal life insurance?

    Term life insurance is linked to a specified time frame, relating to both premium payments and the payout.

    Whole or universal senior life insurance is guaranteed for the entire duration of the owner’s life. If correctly set up, universal or whole senior life insurance plans can provide easy access to needed funds, while providing tax-advantaged growth of wealth.

    Each form of senior life insurance has benefits. Contact one of our Sun Prairie insurance professionals to learn which life solution will work best for you.

    How does senior life insurance compare to other investment options?

    The pluses and minuses of every investment strategy will be unique to you, depending on your financial situation. Finding an experienced financial professional is the best way to ensure you make the right choice.

    Who needs senior life insurance?

    Everyone. Senior life insurance provides peace of mind to people of all ages.

    Why should you purchase senior life insurance?

    • Funerals can cost thousands of dollars. Why place that burden on your family?
    • To cover living expenses, such as school fees, groceries, and bill payments.
    • Pay off outstanding debts, such as mortgages.

    These only represent a fraction of the reasons why you need senior life insurance. Learn more about your options 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.