Doug Trumbower, Owner/President/CEO - Wealth & Insurance Strategies

Doug Trumbower, Owner/President/CEO - Wealth & Insurance Strategies Doug Trumbower is the Owner/President/CEO of Wealth & Insurance Strategies in Madison, WI.

For a limited time, American Equity is offering a 14% bonus on all deposits in the first year for their Fixed Index Annu...
08/13/2026

For a limited time, American Equity is offering a 14% bonus on all deposits in the first year for their Fixed Index Annuity.

Key highlights:
• 14% bonus applied to all deposits in year one
• $5,000 minimum** initial deposit
• No risk of losing your deposit or the bonus
• Opportunity to **share in market gains**
• Zero exposure** to market losses — your principal stays protected
• No Fees

If you're interested in strategies that offer upside potential with downside protection, I’m happy to walk you through the details!
Call 608-843-3300

Your Medicare coverage should not be something you only think about once a year. Certain life changes, plan questions, o...
08/11/2026

Your Medicare coverage should not be something you only think about once a year. Certain life changes, plan questions, or coverage issues are good reasons to reach out sooner to avoid surprises and make sure your plan still fits your needs.

Swipe to see when it is a good time to call your Medicare agent.

The best time to call your Medicare agent is before a small question becomes a bigger coverage problem. If you need help reviewing your plan, preparing for enrollment, or understanding a recent life change, contact our office.

Many people are unsure about the difference between term life and whole life insurance, and we get this question often h...
08/04/2026

Many people are unsure about the difference between term life and whole life insurance, and we get this question often here at Wealth & Insurance Strategies. If you're exploring life insurance for the first time, here's a quick way to think about it:

Term life insurance typically offers coverage for a set period of time at a lower cost, while whole life insurance provides lifelong protection with the added benefit of building cash value over time.

The best choice depends on your goals, budget, and how you want your coverage to support your family's long-term financial security. Our team is always here to help you weigh your options and find the right fit.

Have questions? Reach out anytime.

[email protected]
608-843-3300
https://www.wais4u.com/

A new school year brings new routines, new responsibilities, and a timely reminder to check in on your family’s health b...
07/30/2026

A new school year brings new routines, new responsibilities, and a timely reminder to check in on your family’s health before schedules become hectic. Back-to-school preparation is not only about supplies and calendars, but it is also a good time for both children and adults to review preventive care, update health needs, and make sure everyone is ready for a strong start.

With that in mind, our team wanted to share some key back-to-school health prep tips. Swipe for more information.

If you have questions about preventive care benefits, coverage for annual visits, or how your health insurance can support your family’s back-to-school needs, contact our office. We’re here to help you make the most of your coverage.

Summer can bring a sense of freedom. The freedom to travel, explore, try new things, and make memories that last a lifet...
07/29/2026

Summer can bring a sense of freedom. The freedom to travel, explore, try new things, and make memories that last a lifetime.

Knowing that your health insurance has your back, no matter where the season takes you, can make the freedom that summer brings that much more enjoyable. Our team is here to help guide you through your options and help you make the most of your coverage.

Give us a call today, and let us help ensure your health plan is ready to give you the freedom to enjoy every moment.

From time to time, our firm likes to remind clients about the importance of keeping their life insurance information org...
07/28/2026

From time to time, our firm likes to remind clients about the importance of keeping their life insurance information organized and accessible. Gathering and storing key records helps beneficiaries know where to turn when they need it most. Swipe through for a checklist of documents to keep together.

Taking the time to organize these documents is also a great opportunity to review your policy and beneficiary designations, ensuring everything is accurate and up to date. If you have questions about your coverage or would like help reviewing your policy, reach out anytime.

We’re here to keep you jumping for joy about your financial strategy. Whether you have questions about your portfolio, w...
07/27/2026

We’re here to keep you jumping for joy about your financial strategy.

Whether you have questions about your portfolio, want to talk through a strategy adjustment, or just need some reassurance that you're on track, don’t hesitate to reach out. Our team is here to support you.

Give us a call today, and we can find a time to connect.

For a limited time, American Equity is offering a 14% bonus on all deposits in the first year for their Fixed Index Annu...
07/21/2026

For a limited time, American Equity is offering a 14% bonus on all deposits in the first year for their Fixed Index Annuity.

Key highlights:
• 14% bonus applied to all deposits in year one
• $5,000 minimum** initial deposit
• No risk of losing your deposit or the bonus
• Opportunity to **share in market gains**
• Zero exposure** to market losses — your principal stays protected
• No Fees

If you're interested in strategies that offer upside potential with downside protection, I’m happy to walk you through the details!

[email protected]
608-843-3300
https://www.wais4u.com/

Physical therapy and occupational therapy are essential for recovery, mobility, and day-to-day independence — but Medica...
06/24/2026

Physical therapy and occupational therapy are essential for recovery, mobility, and day-to-day independence — but Medicare coverage can look different depending on whether you have Original Medicare or a Medicare Advantage plan.

Our team at Wealth & Insurance Strategies wants to make sure you understand how your benefits work so you can confidently access the care you need.

If you’re considering starting PT or OT and want help reviewing your Medicare options or coverage details, we’re here to support you every step of the way.

Reach out anytime with questions.



[email protected]
608-843-3300
https://www.wais4u.com/

Address

406 North Main Street
Pardeeville, WI
53954

Telephone

+16088433300

Website

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