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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
💜 Ready to take control of your retirement plan? Join the Retirement Ready Bootcamp, a three-day experience designed to help you gain clarity, create a retirement lifestyle you love, and determine if you have enough—or what to do if you don’t. Register now!
🌻 Unsure about your next financial step? Let’s chat! book your free Q&A call to get your questions answered.
👩💻 Ready to go ALL IN! The Retirement Clarity Session is your next step to mapping out your finances and making real progress toward your retirement goals.
4.6
2828 ratings
Submit your questions here!
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
💜 Ready to take control of your retirement plan? Join the Retirement Ready Bootcamp, a three-day experience designed to help you gain clarity, create a retirement lifestyle you love, and determine if you have enough—or what to do if you don’t. Register now!
🌻 Unsure about your next financial step? Let’s chat! book your free Q&A call to get your questions answered.
👩💻 Ready to go ALL IN! The Retirement Clarity Session is your next step to mapping out your finances and making real progress toward your retirement goals.
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