Tag: Business Growth
The Secret to Employee Retention and Payroll Savings with Reagan Allen (Ep. 48)

The Secret to Employee Retention and Payroll Savings with Reagan Allen (Ep. 48)

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Wouldn’t it be great to find a way to keep your employees happy and save costs at the same time?

In this episode, Greg DuPont sits down with Reagan Allen to discuss an innovative program that provides businesses with tax savings while offering employees enhanced benefits without any additional cost. Greg and Reagan examine how leveraging changes introduced by the Affordable Care Act can lead to substantial savings and enhanced employee satisfaction. Learn how this program can serve as a powerful tool for employee recruitment and retention, and hear firsthand why it’s sparking interest nationwide.

Topics covered:

  • Introduction to the Employee Recruitment Retention Tool (02:10).
  • Details on the tax-saving benefits for employers and employees (03:15).
  • Understanding Section 125 Plan and its impact (03:40).
  • Additional employee benefits such as primary and urgent care coverage, telehealth, and prescription savings (07:30).
  • The program’s compatibility with existing healthcare plans (08:30).
  • Who the program is best suited for and eligibility criteria (14:27).
  • The potential cost savings for businesses and the structure of participation (16:05).

Resources:

Connect with Greg DuPont:

Connect With Reagan Allen:

About Our Guest:

Reagan is a financial advisor and licensed attorney in Oklahoma and Ohio. He is experienced in general corporate, estate planning, oil & gas, intellectual property, commercial litigation, employment, bankruptcy, real estate, and insurance subrogation.

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How to Build a Winning Team: Insights from Greg DuPont (Ep. 45)

How to Build a Winning Team: Insights from Greg DuPont (Ep. 45)

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What’s the secret to being a successful leader while managing transitions? Dive into this episode of March to a Million as Greg DuPont shares firsthand insights from his recent conference experience, revealing key strategies and mindset shifts in the world of financial and legal practice. Unpack lessons on building effective teams, handling infrastructure changes, and the importance of having the right people in the right roles as Greg unveils the evolution of Wealth Solutions Network (WSN) over the past 18 months.

Greg opens up about:

  • (01:29) The significance of aligning team roles and tackling personnel challenges 
  • (04:03) How strategic partnerships and smart hiring are propelling WSN forward
  • (07:14) The pivotal role of a “number two” in achieving business growth 
  • (12:51) Advancements in WSN’s marketing strategies to attract and retain clients 
  • And more

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Defined Benefit Plans: A Secret Weapon for Small Business Owners with Brad Barlow (Ep. 39)

Defined Benefit Plans: A Secret Weapon for Small Business Owners with Brad Barlow (Ep. 39)

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What if your financial future could change in ways you never imagined?

In this episode, Greg DuPont sits down with Brad Barlow, an actuary and “secret weapon” for business owners. They delve into the world of defined benefit plans and how these often-overlooked tools can be game-changers for people who’ve built a thriving business and now find themselves catching up on retirement savings. Greg and Brad explore the surprising flexibility and potential tax benefits these plans offer, particularly for small business owners and independent contractors. Learn how Brad transitioned from a Fortune 500 consultant to a specialized advisor helping folks maximize their retirement savings quickly and efficiently. This episode digs into specifics, including the mechanics of plan setup and the financial advantages that come with savvy retirement planning.

Greg and Brad discuss:

  • (5:12) How defined benefit plans can be beneficial for business owners
  • (8:20) Recent changes in pension law that benefit smaller plan sponsors
  • (12:45) The interplay between investment strategies and contribution limits
  • (24:20)Unique applications of defined plans for diverse professional profiles
  • And more

Connect with Greg DuPont:

Connect With Brad Barlow:

About Our Guest:

Bradford Barlow, Jr., FSA, EA

With over 20 years of experience as a successful actuary and retirement plan consultant, “Brad” Barlow is well-versed in the financial services industry.

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How to Integrate Financial Services into Your Law Practice (Ep. 30)

How to Integrate Financial Services into Your Law Practice (Ep. 30)

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Incorporating financial services into a law practice can be a game-changer for attorneys seeking to add value and diversify their offerings.

How can attorneys seamlessly integrate financial services into their practice? What are the steps and benefits involved in this transition?

In this episode of March to a Million, Greg DuPont explores the essential steps for attorneys to incorporate financial services into their law practices. He covers the necessary licenses, regulatory requirements, and the benefits of offering these services to clients. Greg also highlights the support systems available through the Wealth Solutions Network (WSN).

Greg discusses: 

  • Key differences and requirements for Series 6, Series 7, and Series 65 licenses
  • The ease and importance of obtaining a life insurance license
  • The regulatory landscape for financial and insurance services
  • How to find the right partners to access securities and insurance products
  • The critical role of strategic partnerships in providing client-centered solutions
  • And more!

 

Connect with Greg DuPont:

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