Tax Deferred Annuities
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Carpenter
Enterprises, LLP |
Carlton
Carpenter
512-847-2433 or 1800-955-2433
|
P.O.
Box 878
Wimberley, TX 78676 |
512-847-2433
or 1-800-955-2433
[email protected]
|
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For
more details: Use any of the formats to view complete
report:
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Rates as of: 7/2/2020
| Insurance Company |
Equitable Life and Casualty |
OceanView Life & Annuity |
Guaranty Income |
Equitable Life & Casualty |
New Era & Phil Amer & New Era MW |
OceanView Life & Annuity |
Sentinel Security Life |
Upstream Life |
Western
United
Life |
Atlantic Coast Life |
| Name of Annuity |
SecSavElite2 |
Harbourview3 |
Guaranty 4 |
SecSaviElite5 |
SecureChoice5 |
Harbourview5 |
PesonalChoice5 |
SecureLegacy |
MaxChoice 5 |
Safe Haven 7 |
| Average Annual Yield |
2.30% |
3.00% |
3.00% |
3.10% |
3.20% |
3.20% |
3.35% |
3.80% |
3.20% |
3.44% |
| Rate Guarantee Period |
2 Years |
3 Years |
4 Years |
5 Years |
5 Years |
5 Years |
5 Years |
5 Years |
5 Years |
7 Years |
Minimum Amount
Non-Qualified
Qualified |
$10,000
$10,000 |
$10,000
$10,000 |
$5,000
$2,000 |
$10,000
$10,000 |
$10,000
$10,000 |
$10,000
$10,000 |
$2,500
$2,500 |
$10,000
$10,000 |
$10,000
$10,000 |
$5,000
$5,000 |
| Initial Period Rate |
2.30% |
3.00% |
3.00% |
3.10% |
3.20% |
3.20% |
3.35% |
3.80% |
3.20% |
4.30% |
| Rate on Other Amounts |
Optional
Liquidity
Riders
Available with Lower Rate |
|
|
Optional Liquidity Riders Available with Lower Rate |
3.30%
Internal Exchange Rate |
|
Optional Liquidity Riders Available with Lower Rate |
|
3.30%
@$250+ |
3.30%
Years 2-7 Opt. Liquidity Riders Available with Lower Rate |
New Effective Date
New Average Annual Yield |
Effective
4/1/20 |
Effective
6/1/20 |
Effective
5/1/20 |
Effective
4/1/20 |
Effective
7/1/20 |
Effective
6/1/20 |
Effective
6/11/20 |
Effective
5/18/20 |
Effective
6/17/20 |
Effective
6/11/20 |
Minimum Rate After InitPer
After IP - Subject to Change |
1.65%
Fixed |
1.00%
Fixed |
1.00%
Fixed |
1.65%
Fixed |
2.00%
Fixed |
1.00%
Fixed |
1.65%
Fixed |
1.00%
Fixed |
1.00%
Fixed |
1.65%
Fixed |
| AnnuityFund investment Type |
MYGA |
MYGA |
MYGA |
MYGA |
MYGA |
MYGA |
MYGA |
MYGA |
MYGA |
MYGA |
FREE Annual
Withdrawal Amount |
NONE |
10% Acct Value Yr2+ |
100%
Interest |
Option Rider |
100%
Interest |
10% Acct
Value Yr2+ |
Option
Rider |
100% Interest |
Prev Year
Int Only |
Option
Rider |
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