Jon Dupes Email & Phone Number

Portland, Or, Us

Horsham, Pa, Us

As Regional Marketing Director, I help financial professionals increase their revenue and strengthen relationships by leveraging technology, providing innovative ideas, and promoting advanced solutions to further enhance their practice and create more value for their clients. At Penn Mutual we believe that life insurance is a core component of a sound financial plan — and that it can make an enduring impact for generations to come. That's why I supply my financial professionals with the resources and support they need to help their clients confidently secure a future for the people they care about most.

Horsham, Pa, Us

Our diverse product portfolio includes Individual and Survivorship Whole Life products.* Guarantees and flexibility features* Strong death benefit, accumulation and premium guarantees* A range of paid-up period options* Optional riders for enhanced coverage or flexibility* The opportunity to earn non-guaranteed dividends annuallyThe cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure you are insurable. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges; if a policy is surrendered prematurely, there may be surrender charges and income tax implications. You should consult a qualified tax professional for tax advice on your own personal situation. All guarantees are based upon the claims-paying ability of the issuer.

Horsham, Pa, Us

We offer a full range of universal life products with optional riders to meet diverse client needs.Protection and accumulation:* Two protection-oriented Universal Life products that provide solid death benefit protection at competitive premiums* Individual and Survivorship Indexed Universal Life products offering strong upside potential, solid downside protection and built-in guarantees* Variable Universal Life offering death benefit protection and the potential to build cash value through market investment or indexed fixed accountsThe cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure you are insurable. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges; if a policy is surrendered prematurely, there may be surrender charges and income tax implications. You should consult a qualified tax professional for tax advice on your own personal situation. All guarantees are based upon the claims-paying ability of the issuer.

Horsham, Pa, Us

We offer three products for clients looking for temporary protection.A choice of term products:* Convertible Term Life with strong conversion guarantees, optional riders available to customize coverage and a choice of 10, 15, 20 and 30 year terms* Non-Convertible Term Life optional riders available to customize coverage and a choice of 10, 15, 20 and 30 year terms* One Year Term offering non-renewable coverage for specific, short-term needsThe cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure you are insurable. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges; if a policy is surrendered prematurely, there may be surrender charges and income tax implications. You should consult a qualified tax professional for tax advice on your own personal situation. All guarantees are based upon the claims-paying ability of the issuer.

Horsham, Pa, Us

Our annuity portfolio spans every major category, delivering solutions to clients with a wide range of income goals, risk tolerances and time horizons.Options for everyone: * Variable Annuities offering diverse investment options and four competitive optional riders* Indexed Annuities with upside potential, downside protection and optional living benefit riders* A Fixed Annuity offering predictable growth and a choice of guarantee periods* An Immediate Annuity with a wide range of payout optionsAnnuities are insurance contracts that pay a lump sum or an income stream over a certain period of time. Generally, annuities have mortality and expense charges, account fees, investment management fees, administrative fees, and possible surrender charges during the early years of the contract. Withdrawals prior to age 59½ may be subject to a 10% tax penalty. The earnings portion of annuity withdrawals is taxed as ordinary income. Any guarantees are contingent on the financial strength and issuing insurance company.Individuals cannot invest directly in an index. The performance of an unmanaged index is not indicative of the performance of any specific security. The guarantees of indexed annuities may cover only a certain percentage of the initial investment. The participation rate (which is the amount of index gain that the insurance company will credit to the annuity) is set and limited by the issuing insurance company. And sometimes there is a cap rate, which is the maximum rate of interest the annuity can earn. Some insurance companies reserve the right to change participation rates, cap rates, and other fees either annually or at the start of each contract term; these types of changes could affect the investment return. Based on the guarantees of the issuing company, it may be possible to lose money with this type of investment. Therefore, it is recommended that you understand how the contract handles these issues before deciding whether to invest.

Portland, Oregon, Us

Partnered with M Financial's 150+ Member Firms and their 700+ advisors to design and implement life insurance, long term care, and annuity solutions for their ultra affluent and corporate clientele.

Malvern, Pennsylvania, Us

Grew insurance production and sales at aligned Broker Dealers, Wire Houses, Institutions, and Strategy Accounts by providing advisor training and education, point-of-sale support, and client solutions.

Sioux Falls, Sd, Us

Delivered marketing solutions, sales ideas and product positioning strategies to financial advisors.

San Diego, California, Us

Partnered with financial advisors to address their clients' needs with proactive underwriting, product knowledge, and case design expertise.