Carpenter Insurance provides health and life insurance, senior plans, annuities and financial products in Wimberely Texas and throughout central texas.

 

 

 

 

 

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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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Rates as of: 12/01/2017
Insurance Company Equitable Life & Casualty Liberty Bankers & Capitol Life New Era & Phil Amer & New Era MW Guaranty Income Life Atlantic Coast Life New Era & Phil Amer & New Era MW Sentinel Security Life Western Bankers Guaranty Income Life Western Bankers
Name of Annuity SecureSavings BankersElite3 SecureChoice3 Guaranty 4 Safe Haven 5 SecureChoice5 PersonalChoice5 SPDA-5 Guaranty 6 SPDA-7
Average Annual Yield 2.50% 2.50% 2.55% 2.75% 3.55% 3.50% 3.50% 3.60% 3.40% 3.85%
Rate Guarantee Period 2 Years 3 Years 3 Years 4 Years 5 Years 5 Years 5 Years 5 Years 6 Years 7 Years
Minimum Amount
Non-Qualified
Qualified
$20,000
$20,000
$10,000
$10,000
$10,000
$10,000
$5,000
$2,000
$5,000
$5,000
$10,000
$10,000
$2,500
$2,500
$10,000
$10,000
$5,000
$2,000
$10,000
$10,000
Initial Period Rate 2.50% 2.50% 2.55% 2.75% 4.35% 3.50% 3.50% 3.60% 3.40% 3.60%
Rate on Other Amounts     2.60%
Internal Exchange Rate
  3.35% Years 2-5
Opt. Liquidity Riders Available with Lower Rate
3.40%
Internal Exchange Rate
Opt. Liquidity Riders Available with Lower Rate      
New Effective Date
New Average Annual Yield
Minimum RateAfter InitPer
After IP - Subject to Change
1.00%
Fixed
1.00%
Fixed
2.00%
Fixed
1.00%
Fixed
1.00%
Fixed
2.00%
Fixed
1.00%
Fixed
1.00%
Fixed
1.00%
Fixed
1.00%
Fixed
AnnuityFund investment Type MYGA MYGA MYGA MYGA MYGA MYGA MYGA MYGA MYGA MYGA
FREE Annual
Withdrawal Amount
5% Yr 1+
100% end Yr 2
NONE 100%
Interest
100%
Interest
Option Rider 100%
Interest
Option Rider 10% of
Ann Value
100%
Interest
10% of
Ann Value
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