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: 08/01/2018
Insurance Company Equitable Life & Casualty New Era & Phil Amer & New Era MW Western Bankers Guaranty Income Life Atlantic Coast Life New Era & Phil Amer & New Era MW Equitable Life & Casualty Western Bankers Guaranty Income Life Western Bankers
Name of Annuity SecureSavings SecureChoice3 SPDA-3 Guaranty 4 Safe Haven 5 SecureChoice5 SecureSavings SPDA-5 Guaranty 6 SPDA-7
Average Annual Yield 2.80% 2.85% 3.10% 2.80% 4.00% 3.75% 4.00% 3.80% 3.60% 4.10%
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
$50,000
$50,000
$5,000
$2,000
$5,000
$5,000
$10,000
$10,000
$20,000
$20,000
$10,000
$10,000
$5,000
$2,000
$10,000
$10,000
Initial Period Rate 2.80% 2.85% 3.10% 2.80% 4.80% 3.75% 4.00% 3.80% 3.60% 4.10%
Rate on Other Amounts   2.90%
Internal Exchange Rate
    3.80% Years 2-5
Opt. Liquidity Riders Available with Lower Rate
3.80%
Internal Exchange Rate
       
New Effective Date
New Average Annual Yield
Minimum Rate After InitPer
After IP - Subject to Change
1.00%
Fixed
2.00%
Fixed
1.00%
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
100%
Interest
10% of
Ann Value
100%
Interest
Option Rider 100%
Interest
5% Yr 1+
100% end Yr 5
10% of
Ann Value
100%
Interest
10% of
Ann Value
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