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

 

 

 

 

 

Tax Deferred Annuities

Top 10 Page

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]

Home Page      

For more details: Use any of the formats to view complete report:

 
Rates as of: 12/03/2018
Insurance Company Investors Heritage Life Liberty Bankers & Capitol Life Guaranty Income Life New Era & Phil Amer & New Era MW Atlantic Coast Life Equitable Life & Casualty Investors Heritage Life PHL Variable (Nassau RE) Guaranty Income Life Investors Heritage Life
Name of Annuity HeritageBldr3/td> BankersElite3 Guaranty 4 SecureChoice5 Safe Haven 5 SecureSavings HeritageBldr5 Nassau5X Guaranty 6 HeritageBldr7
Average Annual Yield 3.10% 3.25% 3.00% 3.95% 4.00% 4.00% 4.00% 4.05% 4.10% 4.10%
Rate Guarantee Period 3 Years 3 Years 4 Years 5 Years 5 Years 5 Years 5 Years 5 Years 6 Years 7 Years
Minimum Amount
Non-Qualified
Qualified
$25,000
$25,000
$10,000
$10,000
$5,000
$2,000
$10,000
$10,000
$5,000
$5,000
$10,000
$10,000
$10,000
$10,000
$15,000
$15,000
$5,000
$2,000
$10,000
$10,000
Initial Period Rate 3.10% 3.25% 3.00% 3.95% 4.80% 4.00% 4.00% 4.05% 4.10% 4.10%
Rate on Other Amounts       4.00%
Internal Exchange Rate
3.80% Years 2-5
Opt. Liquidity Riders Available with Lower Rate
         
New Effective Date
New Average Annual Yield
Minimum Rate After InitPer
After IP - Subject to Change
1.00%
Fixed
1.00%
Fixed
1.00%
Fixed
2.00%
Fixed
1.00%
Fixed
1.00%
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
10% of
Ann Value
NONE 100%
Interest
100%
Interest
Option Rider 5% of
Ann Value
10% of
Ann Value
IRA RMD
Only
100%
Interest
10% of
Ann Value
Contact Health Insurance Financial Products About Life Insurance Latest News Services Senior Plans Home

All rights reserved. © 2010- Website Developer Austin Texas Josiesque Designs