• 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

    Want to buy life insurance but don’t know which plan you should select? Contact our Sun Prairie life insurance specialists now. By reviewing your unique situation, we will help you with selecting the best option for you. Add some extra stability to your future by contacting us now.

    About Senior Life Insurance

    In a senior life insurance contact, an agreement is made between an insurance company and a customer. The customer agrees to pay a specified amount, called a “premium”, at regular intervals, and the company agrees to pay a lump sum to the designated beneficiary once the term of insurance is over (usually at the policy owner’s time of death).

    Universal & Term life insurance?

    With term life insurance, the owner of the policy pays for a specific amount of time and the benefits lasts 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.

    There are benefits to each type of senior life insurance. Contact one of our insurance professionals in Sun Prairie to learn which life solution will work best for you.

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

    The pluses and minuses of each investment strategy will be specific to you, depending on your financial circumstances. If you want to make the correct choice, you must find an experienced financial professional.

    Who needs senior life insurance?

    Everyone! Senior life insurance is a product that provides peace of mind to people at any stage of life.

    Why should everyone purchase senior life insurance?

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

    These only represent a portion 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

    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.