Metroplex Fixed Annuity for lifetime immediate guaranteed income

ELDERS FINANCIAL LLC

Receive Best Rates & Pay Less Tax

Lifetime Annuity 1-866-300-0659

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

We certainly support the immediate (lifetime) annuity. With more than 10 companies to quote, we can find you the best available policy.

However, in the last five years there is a "new" product in the market place that we feel might be a better choice.

That new product is a Tax Deferred Fixed Annuity with a Guaranteed Income for Life rider.

When the Guaranteed Income for Life rider is attached to a fixed annuity, you end up with the following:

Safety of Principal

Better than Current CD Yields on your Accumulated Annuity Value

Funds Available to Meet Emergencies

An Income Guaranteed for Life that keeps Growing in Value the Longer you Defer Payout

When Guaranteed Income for Life is coupled with the Fixed Annuity, you add an assurance of lifetime income to the safety and availability of your premium.

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.