Joseph Lee Aldridge
Financial Representative|CLU®, ChFC®
Personal
My wife Lisa and I have resided in Bloomington since 1986. We have raised two sons, Baylor and Bryce, in this great town. Baylor graduated from Indiana University and Bryce is attending Wabash University. Even though the boys are grown, we are still raising our Australian Shepard, Molly, and Syberian Huskie, Sasha.
I enjoy watching baseball, golf and all sports in general. I also enjoy exercise on a regular basis.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Years of Experience
Representing Northwestern Mutual since 1985.
Education
Degree
Bachelor of Science
Major
Marketing & Sociology
Institution
University of Southern Indiana
Awards and Recognition
Million Dollar Round Table Qualifying Member 1998
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 1988-1989, 1992, 1994-2010
Award recognizing persistency and performance
National Sales Achievement Award 1990, 1992, 1994, 1998, 2007
Award recognizing performance
Lending a hand in my community.
My family and I are members of St. Charles Church but also attend St. Paul. I am a member of Hoosier Hills Estate Council, Bloomington Chamber of Commerce, Indiana University Varsity Club, and NAIFA.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Estate Planning
Business Planning & Succession
Business Risk Management
Retirement Planning & Income Strategies
Financial Planning
Life Insurance Strategies
Disability Planning
Education Planning & Funding
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
