ELDERS FINANCIAL LLC
Receive Best Rates & Pay Less Tax
Lifetime Annuity        1-866-300-0659

Member Dallas/North Texas Better Business Bureau
(A+ Rated)

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

David has more than 21 years insurance, 15 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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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


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 two 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.




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