This presentation reviews the thought process I went through to decide to allocate a portion of my retirement savings to the purchase of a Fixed Index Annuity.

1. Why I got a Fixed Index Annuity
for my retirement…
Elliot Goldberg
(610) 999-3599
Your safe money investment advisor
… and why you should consider
getting one too!

2. What I was looking for in an
investment for retirement.
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Safety.
Guaranteed income for life.
Opportunity for growth.

3. A Fixed
Index
Annuity.
Safety.
Guaranteed*
income for
life.
Opportunity
for growth in
income and
investment.
What I get from a Fixed
Index Annuity.
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*Guaranteed by the life insurance company issuing the Fixed Index Annuity.

4. Safety.
No matter what happens in the stock
market or bond market, my investment
is guaranteed* to be protected from loss.
*Guaranteed by the life insurance company issuing the Fixed Index Annuity.
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My investment is
protected from
loss.

5. Guaranteed income for life.
• I am 61 years old.
• My wife, Lauren, is 59 years old.
• In 10 years, we will be guaranteed* a minimum
annual income of 7.3% for the rest of our lives.
7.3% guaranteed*
for the rest of our
lives.
*Guarantee provided by the life insurance company issuing a Fixed Index Annuity. 7.3% based on an illustration run on 1/19/2014. 5

6. Opportunity for growth in income.
Lauren and I can realize an increase in our income to
20.45%* each year starting after 10 years should
history repeat itself. Of course, this is not guaranteed
but the opportunity exists to increase our income
with additional increases possible in future years. In
any event, we are guaranteed that minimum annual
income of 7.3%* for the rest of our lives.
Opportunity for 20.45%*
annual income
(Not guaranteed.)
*Based on an illustration run on 1/19/2014
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7. Opportunity for growth in investment.
Lauren and I can realize an increase in the value of
our investment of approximately 180%* (each $1.00
invested will return approximately $2.80) after 10
years if history repeats itself. Of course, this is not
guaranteed but the opportunity exists to increase our
investment. In any event, we are guaranteed a
minimum annual income of 7.3%* for the rest of our
lives starting in 10 years.
Opportunity for 180%*
increase in investment
(Not guaranteed.)
*Based on an illustration run 1/19/2014. 7

8. • An FIA is an investment whose return is dependent on
the change in the value of an index over a period of
time (typically one year.)
• When the index is up year over year, you get to share
in a portion of the percentage increase of the index
the FIA is tied to.
• When the index is down, FIAs will avoid the loss
protecting your investment.
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9. • Sleep better knowing your principal is protected and you can
get a guaranteed* check every month for the rest of your life!
• Opportunity for increases in income.
• Opportunity for increases in value of investment.
• Can be set up for guaranteed income for life for you and your spouse.
• Tax-deferred until you decide to withdraw cash.
• Flexible withdrawal options.
• Remaining Accumulated Value can be passed down to your beneficiaries.
• Ideal for 401(k) rollover from a previous employer or a current IRA.
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*Guaranteed by the life insurance company issuing the Fixed Index Annuity.

10. Having a portion of your retirement assets in a Fixed Index Annuity can be an
attractive investment. Give me a call to how big a guaranteed* monthly check for
life you can get. I’ll prepare an illustration based on your age, retirement goals
and risk profile that we can review and see if Fixed Index Annuities are for you.
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A Fixed
Index
Annuity.
Safety.
Guaranteed*
income for
life.
Opportunity
for growth in
income and
investment.
*Guaranteed by the life insurance company issuing the Fixed Index Annuity.
Your next step ….
Elliot Goldberg
(610) 999-3599
Your safe money investment advisor.

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Sample guaranteed*
minimum income for life
At age 65
Start immediately: 5.50%
Start after 5 years: 7.75%
Start after 10 years: 10.00%
Start after 15 years: 12.25%
At age 60
Start immediately: 5.00%
Start after 5 years: 7.00%
Start after 10 years: 9.00%
Start after 15 years: 11.00%
*Guarantees provided by the life insurance company issuing the Fixed Index Annuity. Income percentages are annual and based on illustrations run on 1/19/2014 assuming one time
premium based on a single life with a steady income payment for life. Subject to change. Please request a free, no obligation illustration based on your age, gender, projected retirement age
and risk profile.
At age 55
Start after 10 years: 8.00%
Start after 15 years: 9.75%
Start after 20 years: 11.50%
Start after 25 years: 13.25%
At age 50
Start after 10 years: 7.00%
Start after 15 years: 8.50%
Start after 20 years: 10.00%
Start after 25 years: 11.50%

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Meet Elliot Goldberg,
Your Safe Money Investment Advisor.
Elliot Goldberg is a Registered Investment Advisor and principal of Goldata Financial. He was born
in New York City in 1952 and grew up in Rockland County, New York. He graduated from
Rensselaer Polytechnic Institute in 1974 with a Bachelors of Science in Mathematics and a minor in
Computer Science.
After college, Elliot worked for General Electric in the Information Systems division and then for
Alexander and Alexander, an insurance brokerage firm. In March, 1975, he started Goldata
Information Services, Inc., a computer consulting company based in New York. He married Lauren
in 1980 and moved to the western suburbs of Philadelphia where he established Goldata Computer
Services, Inc. and built it into a successful computer consulting and software company.
As the computer industry changed during the 1990’s, Elliot changed with it by refocusing Goldata
as a computer database company for the computer industry. By the late 1990’s, he focused his
time on managing his personal assets. Starting in 2004, Elliot started managing third-party assets
in addition to his own.
Elliot joined Gilford Securities in 2012 as managing director of the Philadelphia office. He returned
to Goldata Financial in 2013.
Elliot currently lives in Gladwyne, PA. He is married with 2 children. Should you wish to get to
know him further, please feel free to contact him directly by phone (610) 999-3599 or by email
eg@goldata.com.