ELDERS FINANCIAL LLC
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  Annuities                   1-866-300-0659

Elders Financial LLC, Insurance Services, Plano, TX

 

David Winer is the President and principal planner at Elders Financial LLC.  He entered the field of financial services in 1988.  He has an undergraduate degree in Sociology and an MBA in Marketing.

David has more than 23 years insurance, 16 years retirement planning, and seven years securities experience. He completed Certified Financial Planning courses at PDI Institute, Dallas, Texas.

Since 1994, David has focused on providing a financially conservative, reduced risk approach to his clients. Emphasis is given to investment safety, liquidity, and potential tax reduction. David was born and raised in Wisconsin, and has made his home in Plano, Texas with wife and family since 1981.


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          Elders
    Financial LLC

All products are provided by A. M. Best, highly rated insurance companies. Product features, endorsements, issue ages or riders may not be available in all jurisdictions. Limitations or restrictions may apply. Before purchasing or considering  any policy, you should obtain competent tax and legal advice as to suitability of the product in question.  Insurance products are not FDIC/NCUA Insured, not deposit of a bank, not insured by the Federal Government

  TX Ins. Lic. # 817209


Email Address:
davidwiner@aol.com

 


       Mail Address:
4125 Stanton Blvd
Plano, TX   75093






With 21 yrs. serving the Metroplex, and representing more than 30 highly rated insurance companies,
we provide the best available:

   * Immediate Annuity
         * Term Annuity (like a CD)
         * Fixed Index Annuity 

        For example, our currently most popular Fixed Index Annuity has the following features:

        • 3% Minimum Contractual Guarantee on 100% of Premium
        • 10% Instant Bonus with no Recapture for Early Surrender
        • 7 Indexes to Allocate Funds
        • No Surrender Charges at Death
        • 8% Lifetime Income Rider
        • And More . . .

        CLICK HERE if you wish to view a sample of our current Fixed Annuity rates.


        It is our goal that you make an educated decision in your annuity purchase.  With that in mind, we'd like to offer you a FREE booklet that provides the insights we've gained over the past 20 years.

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