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: 10/01/2018
| Insurance Company |
Equitable Life & Casualty |
Liberty Bankers & Capitol Life |
New Era & Phil Amer & New Era MW |
Guaranty Income Life |
Atlantic Coast Life |
New Era & Phil Amer & New Era MW |
Equitable Life & Casualty |
PHL Variable (Phoenix) |
Guaranty Income Life |
Atlantic Coast Life |
| Name of Annuity |
SecureSavings |
BankersElite3 |
SecureChoice3 |
Guaranty 4 |
Safe Haven 5 |
SecureChoice5 |
SecureSavings |
Massau5X |
Guaranty 6 |
Safe Haven 7 |
| Average Annual Yield |
2.80% |
3.25% |
2.90% |
3.00% |
4.00% |
3.80% |
4.00% |
4.05% |
3.70% |
4.19% |
| 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 |
$10,000
$10,000 |
$10,000
$10,000 |
$10,000
$10,000 |
$5,000
$2,000 |
$5,000
$5,000 |
$10,000
$10,000 |
$10,000
$10,000 |
$15,000
$15,000 |
$5,000
$2,000 |
$5,000
$5,000 |
| Initial Period Rate |
2.80% |
3.25% |
2.90% |
3.00% |
4.80% |
3.80% |
4.00% |
4.05% |
3.70% |
5.05% |
| Rate on Other Amounts |
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2.95%
Internal Exchange Rate |
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3.80% Years 2-5
Opt. Liquidity Riders Available with Lower Rate |
3.85%
Internal Exchange Rate |
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4.05% Years 2-7
Opt. Liquidity Riders Available with Lower Rate |
New Effective Date
New Average Annual Yield |
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Minimum Rate After InitPer
After IP - Subject to Change |
1.00%
Fixed |
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 |
| AnnuityFund investment Type |
MYGA |
MYGA |
MYGA |
MYGA |
MYGA |
MYGA |
MYGA |
MYGA |
MYGA |
MYGA |
FREE Annual
Withdrawal Amount |
5% of
Ann Value |
NONE |
100%
Interest |
100%
Interest |
Option Rider |
100%
Interest |
5% of
Ann Value |
IRA RMD
Only |
100%
Interest |
Option
Rider |
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