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 Five new retirement numbers to know in 2024America is hitting “peak 65” in 2024 as record number of boomers reach retirement age. Here’s what to know.America is hitting “peak 65” in 2024 as record number of boomers reach retirement age. Here’s what to know. IRA ARTICLES HIGHER EDUCATION AND BACKDOOR ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAGTAX TIME TIPS FOR IRASWHAT’S THE PROCESS WHEN A TRUST (OR ESTATE) IS IRA BENEFICIARY?