Monthly Archives: May 2021

FEATURE

17. The Future and Taxes



No one enjoys paying taxes—but we do have to recognize that taxes are inevitable and a part of our lives.

In this episode, Greg DuPont talks about finding opportunities to improve your financial situation based on your state’s tax structure and how to avoid putting your children in a situation where they are unable to pay taxes on their inherited gains once you have passed away.

Greg discusses:

  • The proposed changes to the current tax structure over the coming years
  • How to start saving on tax payments
  • Why a Roth conversion can be your best friend when looking into the future
  • The different types of taxes you may be subject to
  • And more

Connect with Gregory DuPont:


FEATURE

Episode 16 – Let’s Go Back to Basics – Part 4



Do you truly understand what life insurance is, the different types and policies available, and how it works?

In part four of this mini-series, Greg DuPont digs deeper into the fundamentals of life insurance. He discusses the significance of life insurance, the different types of insurance policies and real-life clients’ examples that will guide you in understanding more about the flexibility and familiarity with life insurance. 

You will learn:

  • The most common types of life insurance policies and who they each serve
  • How to use life insurance as additional coverage for job insurance 
  • The difference between variable universal life insurance versus traditional universal life insurance policies
  • How insurance coverage may change over time
  • And more!

Tune in to find out more about the fundamentals of life insurance! 

Resources: DuPont Wealth Solutions  | Gregory DuPont: (614) 408-0004