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In this episode, I am joined by Joseph Lombardi of Iron Hawk Financial. He shares his personal story to demonstrate why life insurance is important. He also educates us about whole life insurance as an investment, how it works, and the tax advantages. This isn’t a dry conversation about life insurance. Joseph is quite the entertainer!
What you’ll learn in this episode:
✅ Learn about why life insurance is important from the guest personal life.
✅ Learn how much life insurance you may need as well as life insurance options.
✅ Learn the different long-term care strategies and how to protect your financial future.
✅ Learn about whole life insurance as an investment, tax advantages, and a tax deduction.
Connect with Joseph Lombardi
Website
Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]
Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving
Book A Free Clarity Connection Call to chat about working with me
Or, grab one of my free resources to help you take the first step:
5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose
Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement
4.6
2828 ratings
In this episode, I am joined by Joseph Lombardi of Iron Hawk Financial. He shares his personal story to demonstrate why life insurance is important. He also educates us about whole life insurance as an investment, how it works, and the tax advantages. This isn’t a dry conversation about life insurance. Joseph is quite the entertainer!
What you’ll learn in this episode:
✅ Learn about why life insurance is important from the guest personal life.
✅ Learn how much life insurance you may need as well as life insurance options.
✅ Learn the different long-term care strategies and how to protect your financial future.
✅ Learn about whole life insurance as an investment, tax advantages, and a tax deduction.
Connect with Joseph Lombardi
Website
Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]
Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving
Book A Free Clarity Connection Call to chat about working with me
Or, grab one of my free resources to help you take the first step:
5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose
Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement
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