Joseph Lombardi

speaker

429 appearances 1 recordings 1 series first heard Mar 2025 last heard Mar 2025

Joseph Lombardi’s voice in public audio — every appearance, attributed to the second.

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Wealthy After 40: Retirement Planning and Budgeting for Gen X · Ep 111 | Why Life Insurance Is Important w/Joseph Lombardi · 21 Mar 2025 podcast

And make money and build a legal tax-free pension with no 59-and-a-half-year rule.

And you can't lose.

And it's sue-proof.

And it's divorce-proof in some states.

So it's, like, unreal.

And then I found this IRS Code Section 7702 that's embedded in the permanent life insurance.

And I was like...

Are you kidding me?

And it smokes 401ks and IRAs from the standpoint of fees, growth, downside protection, liquidity.

And so I just went nuts.

And I just, for the last 20 years, just been building my business unbelievably up to over 2,000 clients and over $2 billion of protection rollovers in 39 states.

And I'm licensed in all 50.

So I've met thousands of people.

And the consensus is that I need life insurance until my kids are 25, 26.

And then once they're older, they have their own life.

I don't need life insurance anymore.

And that can't be farther from the truth.

Because what ends up happening, and I can't tell you hundreds...

When I say hundreds, I mean hundreds of people over the age of 60 that were dying to build a legacy for their grandchildren.

Wanting a big life insurance policy, put it in an irrevocable life insurance trust, also known as an islet trust.

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