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 Why Retirement Gets Better With AnnuitiesResults From the 2024 Retirement Confidence Survey Find Workers’ and Retirees’ Confidence Has Not Recovered From the Significant Drop Seen in 2023, but Majorities Remain Optimistic About Retirement Prospects2024 Pulse of the American Retiree Survey: Midlife Retirement ‘Crisis’ or a 10-Year Opportunity? IRA ARTICLES Tax Filing Relief and Retirement Account Withdrawal Options for Hurricane VictimsFinal Regulations Allow Separate Accounting for TrustsRecharacterization Still Exists