Videos Educational Videos Fixed Indexed Annuity Videos US Debt Clock BACK TO RESOURCES 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 Retirement Planning in 2026: A Practical Playbook (and How Annuities Can Help)Retirement Planning Heading Into 2026: 7 Smart Moves For Clients Right NowWhy Life Insurance Belongs in Your Retirement Plan IRA ARTICLES Eligible Designated Beneficiaries and Inherited Roth IRAs: Today’s Slott Report MailbagNew Code Y is Optional for 2025 QCDsEligible Designated Beneficiary Trivia