David has more than 24 years insurance, 18 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.
Privacy: We will not sell your name or use your information for any other purpose than to provide you the FREE booklet.
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
4125 Stanton Blvd
Plano, TX 75093
| Years |
Rate |
Minimum |
| 1 |
Not Available |
$10,000 |
| 2 |
2.00% |
$10,000 |
| 3 |
2.30% |
$10,000 |
| 4 | Not Available |
$10,000 |
| 5 |
3.20% |
$10,000 |
| 6 |
Not Available |
$10,000 |
| 7 |
3.30% |
$10,000 |
| 8 |
Not Available |
$10,000 |
| 9 |
Not Available |
$10,000 |
| 10 |
4.15% |
$10,000 |
Premium for Lifetime Benefit
| Age |
|
Monthly Income for Life |
| 55 |
|
$1,351 |
| 60 |
|
$1,502 |
| 65 |
|
$1,654 |
| 70 | |
$1,895 |
| 75 |
|
$2,223 |
| 80 |
|
$2,750 |
| Term |
|
Bonus % |
*S&P pt-pt Cap |
| 6 |
|
0% |
4.05% |
| 8 |
|
0% |
6.45% |
| 10 |
|
5% |
3.60% |
| 14 |
|
10% |
4.25% |
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