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: 6/01/2019
Insurance Company Equitable Life and Casualty New Era &
Phil Amer &
New Era MW
Guaranty Income New Era & Phil Amer & New Era MW Atlantic Coast Life Equitable Life & Casualty Equitable Life & Casualty Sentinel Security Life Atlantic Coast Life Atlantic Coast Life
Name of Annuity SecSavElite2 SecureChoice3 Guaranty 4 SecureChoice5 Safe Haven 5 SecureSavings SecSaviElite5 PesonalChoice5 Safe Haven 7 Safe Haven 10
Average Annual Yield 3.20% 3.00% 3.15% 3.95% 4.00% 4.00% 4.10% 4.00% 4.19% 4.30%
Rate Guarantee Period 2 Years 3 Years 4 Years 5 Years 5 Years 5 Years 5 Years 5 Years 7 Years 10 Years
Minimum Amount
Non-Qualified
Qualified
$10,000
$10,000
$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
$5,000
$5,000
$5,000
Initial Period Rate 3.20% 3.00% 3.15% 3.95% 4.80% 4.00% 4.10% 4.00% 5.05% 5.20%
Rate on Other Amounts   3.05%
Internal Exchange Rate
  4.00%
Internal Exchange Rate
3.80% Years 2-5
Opt. Liquidity Riders Available with Lower Rate
    Optional Liquidity Riders Available with Lower Rate 4.05%
Years 2-7 Opt. Liquidity Riders Available with Lower Rate
4.20%
Years 2-10 Opt. Liquidity Riders Available with Lower Rate
New Effective Date
New Average Annual Yield
Effective
11/01/18
Effective
04/01/19
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
07/09/18
Effective
07/09/18
Minimum Rate After InitPer
After IP - Subject to Change
1.65%
Fixed
2.00%
Fixed
1.00%
Fixed
2.00%
Fixed
1.65%
Fixed
1.65%
Fixed
1.65%
Fixed
1.65%
Fixed
1.65%
Fixed
1.65%
Fixed
AnnuityFund investment Type MYGA MYGA MYGA MYGA MYGA MYGA MYGA MYGA MYGA MYGA
FREE Annual
Withdrawal Amount
NONE 100%
Interest
100%
Interest
100%
Interest
Option
Rider
5% of
Ann Value
NONE Option
Rider
Option
Rider
Option
Rider
Contact Health Insurance Financial Products About Life Insurance Latest News Services Senior Plans Home

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