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The Spinning Totem of DOL Uncertainty

I re-watched “Inception” last night and was once again intrigued by the twists and turns. Leonardo DiCaprio is a thief who steals corporate secrets by invading the minds of executives using dream-sharing technology. He must now “plant” an idea in the mind of a CEO to...

The Rise of the 401(k)

The financial services industry has seen dramatic and impactful change in the last couple of decades and that change has accelerated in the last few years. One of the most affected areas is the retirement planning universe. Traditional retirement savings plans—like...

What are Diamond Leads?

With our exclusive lead generation program, Diamond Leads, we’ll get you in front of hundreds of the right prospects. All you have to do is run the leads and write the business! This turnkey seminar program requires a minimal time commitment, but provides a high...

Nationwide 130% Allocation, No Cap, No Spread

The J.P. Morgan Mozaic IISM Index is now available with New Heights®! Created by the award-winning designers at J.P. Morgan,¹ the potential benefits of featuring the Index within New Heights include: 15 global asset classes, including equities, fixed income, and...