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

 

 

 

 

 

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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Rates as of: 1/4/2021
Insurance Company SILAC Insurance Company New Era & Phil Amer & New Era MW Western United Life Liberty
Bankers &
Capitol Life
New Era & Phil Amer & New Era MW Sentinel Security Life Western
United
Life
Western
United
Life
Sentinel Security
Life
Atlantic Coast Life
Name of Annuity SecSavElite2 SecureChoice3 Nav Ultra 3 BankersElite5 SecureChoice5 PesonalChoice5 Nav Elite 5 Nav Ultra 5 PesonalChoice7 Safe Haven 10
Average Annual Yield 2.15% 2.55% 2.45% 3.00% 3.20% 3.00% 2.85% 3.10% 3.10% 3.20%
Rate Guarantee Period 2 Years 3 Years 3 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
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$2,500
$2,500
$10,000
$10,000
$10,000
$10,000
$2,500
$2,500
$5,000
$5,000
Initial Period Rate 2.15% 2.55% 2.45% 3.00% 3.20% 3.00% 2.85% 3.10% 3.10% 4.10%
Rate on Other Amounts

Optional
Liquidity
Riders
Available with Lower Rate

2.60% Internal Exchange Rate     3.30%
Internal Exchange Rate
Optional Liquidity Riders Available with Lower Rate    

Optional Liquidity Riders Available with Lower Rate

3.10%
Years 2-10 Opt. Liquidity Riders Available with Lower Rate
New Effective Date
New Average Annual Yield
Effective
11/9/20
Effective
7/1/20
Effective
10/14/20
Effective
6/1/20
Effective
7/1/20
Effective
11/02/20
Effective
10/14/20
Effective
10/14/20
Effective
11/02/20
Effective
11/02/20
Minimum Rate After InitPer
After IP - Subject to Change
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
1.00%
Fixed
AnnuityFund investment Type MYGA MYGA MYGA MYGA MYGA MYGA MYGA MYGA MYGA MYGA
FREE Annual
Withdrawal Amount
Option Rider 100%
Interest
None None 100%
Interest
Option
Rider
10% Per
Contract Yr
None Option
Rider
Option
Rider
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