Fixed Indexed Annuity Videos Declared and Indexed Methodologies for Annuities Monthly Averaging Indexed Methodology for Annuities Monthly Sum Indexed Methodology for Annuities Point to Point Index Methodology for Annuities BACK TO VIDEOS HOMEPAGE Request an appointment To request an appointment, fill in the contact form or call us at (310) 377-0668 Contact Us About Us Financial Services Insurance Services Resources WEEKLY NEWSLETTER 2026 Retirement Income Planning: A Practical Guide to Turning Savings Into PaychecksLong-Term Care Planning in 2026: The “Quiet” Risk That Can Reshape a Retirement PlanA Well-Rounded Financial Plan Starts With the Whole Picture IRA ARTICLES Three Basic IRA Rules that Must Be UnderstoodRequired Minimum Distributions and Inherited Roth IRAs: Today’s Slott Report MailbagYou’ll Need to Report Certain IRA and Retirement Plan Distributions Differently on This Year’s Form 1040