ELDERS FINANCIAL LLC
Receive Best Rates & Pay Less Tax
Twisted Index Annuity Bettter Business Bureau A+ Rated
20+ Yrs
Serving the Metroplex
Member Dallas/North Texas Better Business Bureau
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.
1-866-300-0659
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Non-Email Contact
Elders
Financial LLC
Email Contact
Non-Email Contact
Elders
Financial LLC
Email Address:
davidwiner@aol.com
Mail Address:
4125 Stanton Blvd
Plano, TX 75093
4125 Stanton Blvd
Plano, TX 75093
There is a twist now available that makes the fixed index annuity very attractive if you seek:
Here's the twist.
When the Guaranteed Income for Life rider is attached to the fixed index annuity, you end up with the following:
It is our view, that the "selling point" of the index annuity is it's guarantee of principal and contractual yield, with the potential to participate in stock market gains without the possibility of market loss. When Guaranteed Income for Life is coupled with the Fixed Index Annuity, you add an assurance of lifetime income to the safety of your premium.
If you are considering a fixed index annuity, you should consider the additional benefits of a lifetime of guaranteed income.
- "Beat the bank" yields.
- A guaranteed lifetime income stream.
Here's the twist.
Guaranteed Income for Life
When the Guaranteed Income for Life rider is attached to the fixed index 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
It is our view, that the "selling point" of the index annuity is it's guarantee of principal and contractual yield, with the potential to participate in stock market gains without the possibility of market loss. When Guaranteed Income for Life is coupled with the Fixed Index Annuity, you add an assurance of lifetime income to the safety of your premium.
If you are considering a fixed index annuity, you should consider the additional benefits of a lifetime of guaranteed income.
