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
Ready to feel confident about your retirement?
Start with the Retirement Ready Quiz to discover your next best step
OR
Apply for your Gift Coaching Session and experience what it’s like to get personalized guidance for your money and your future.
Let's Connect!
💌 hello@elevatefinances.us
📞 voice message on SpeakPipe
💬 DM me on Instagram @elevate_finances
