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: 3/01/2019
| Insurance Company |
Investors Heritage Life |
Liberty Bankers & Capitol Life |
Guaranty Income |
New Era & Phil Amer & New Era MW |
Atlantic Coast Life |
Equitable Life & Casualty |
Equitable Life & Casualty |
Sentinel Security Life |
Guaranty Income Life |
Atlantic Coast Life |
| Name of Annuity |
HeritageBldr3 |
BankersElite3 |
Guaranty 4 |
SecureChoice5 |
Safe Haven 5 |
SecureSavings |
SecSaviElite5 |
PesonalChoice5 |
Guaranty 6 |
Safe Haven 7 |
| Average Annual Yield |
2.90% |
3.10% |
3.15% |
3.95% |
4.00% |
4.00% |
4.10% |
4.00% |
3.85% |
4.19% |
| 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 |
$50,000
$50,000 |
$10,000
$10,000 |
$5,000
$2,000 |
$10,000
$10,000 |
$5,000
$5,000 |
$10,000
$5,500 |
$10,000
$5,500 |
$2,500
$2,500 |
$5,000
$2,000 |
$5,000
$5,000 |
| Initial Period Rate |
2.90% |
3.10% |
3.15% |
3.95% |
4.80% |
4.00% |
4.10% |
4.00% |
3.85% |
5.05% |
| Rate on Other Amounts |
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4.00%
Internal Exchange Rate |
3.80% Years 2-5
Opt. Liquidity Riders Available with Lower Rate |
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Optional Liquidity Riders Available with Lower Rate |
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4.05%
Years 2-7 Opt. Liquidity Riders Available with Lower Rate |
New Effective Date
New Average Annual Yield |
Effective
01/26/19 |
Effective
02/04/19 |
Effective
03/01/19 |
Effective
11/01/18 |
Effective
07/09/18 |
Effective
07/16/18 |
Effective
11/01/18 |
Effective
01/08/19 |
Effective
03/01/19 |
Effective
07/09/18 |
Minimum Rate After InitPer
After IP - Subject to Change |
1.65%
Fixed |
1.65%
Fixed |
1.00%
Fixed |
2.00%
Fixed |
1.65%
Fixed |
1.65%
Fixed |
1.65%
Fixed |
1.65%
Fixed |
1.00%
Fixed |
1.65%
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 |
NONE |
Option
Rider |
100%
Interest |
Option
Rider |
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