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.
.
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
Mail Address:
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 |
3.60% |
$10,000 |
| 6 |
Not Available |
$10,000 |
| 7 |
3.70% |
$10,000 |
| 8 |
Not Available |
$10,000 |
| 9 |
Not Available |
$10,000 |
| 10 |
4.15% |
$10,000 |
Scott Burns, The Dallas Morning News, advocates that the Term Annuity stands up well against the bank CD when it comes to:
- Interest Rates (Yield)
- Availability of Funds for Withdrawal
- Taxation
With more than 20 Term Annuity providers, we can find you the annuity that best meets your interest rate and term of investment requirements.
Please allow us to provide you an important and timely article that Mr. Burn's wrote about the Term Annuity - - we can mail it to you or send a PDF by Email.
