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Tax Deferred Annuities
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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
cc@austin.rr.com
|
| Home
Page |
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For
more details: Use any of the formats to view complete
report:
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Rates as of: 2/1/2012
| Insurance
Company
| New Era & Phil Amer & New Era MW
| Guggenheim
Life &
Annuity
| American
Equity
| Liberty
Bankers &
Capitol Life
| New
Era &
Phil Amer &
New Era MW
| Sentinel
Security
| Western
Bankers
| Guggenheim
Life &
Annuity
| Liberty Bankers
&
Capitol Life
| Sentinel
Security
|
| Name
of Annuity
| Secure
Choice3
| Preserve MYG
| Guaranty 5
| Bankers5Prem
| Secure
Choice5
| Secure
Choice5
| SPDA-5
| Preserve MYG | Bankers7Prem
| Personal
Choice10
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| Average
Annual Yield
| 2.45%
| 2.35%
| 2.60%
| 3.00%
| 2.90%
| 3.60%
| 3.00%
| 3.20%
| 3.30%
| 4.00%
|
| Rate
Guarantee Period
| 3 Year
| 4 Years
| 5 Years
| 5 Years
| 5 Years
| 5 Years
| 5 Years
|
6 Years
| 7 Year
| 10 Years
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Minimum
Amount
Non-Qualified
Qualified
| $10,000
$10,000
| $10,000
$5,000
| $10,000
$10,000
| $10,000
$10,000
| $10,000
$10,000
| $2,500
$2,500
| $5,000
$5,000
| $10,000
$5,000
| $10,000
$10,000
| $2,500
$2,500
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| Initial
Period Rate
| 2.45%
| 2.35%
| 2.60%
| 3.00%
| 2.90%
| 3.60%
| 3.00%
| 3.20%
| 3.30%
| 4.00%
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| Rate
on Smaller Amounts
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New
Effective Date
New Average Annual Yield
|
Effective
11/01/11
|
Effective
11/01/11
|
Effective
2/07/12
|
Effective
8/19/11
|
Effective
11/01/11
| 3.45% on
2/13/12
|
Effective
8/23/11
|
Effective
11/01/11
|
Effective
8/19/11
| 3.85% on
2/13/12
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Minimum
RateAfter InitPer
After IP - Subject to Change
| 2.00%
Fixed
| N/A
Fixed
| 2.00%
Fixed
| 1.00%
Fixed
| 2.00%
Fixed
| 1.00%
Fixed
| 1.50%
Fixed
| N/A
Fixed
| 1.00%
Fixed
| 1.00%
Fixed
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| AnnuityFund
investment Type
| CD Type
| CD Type
| CD Type
| CD Type
| CD Type
| CD Type
| CD Type
| CD Type
| CD Type
| CD Type
|
FREE
Annual
Withdrawal Amount
| 100%
Interest
| 10% per yr
Ann Value
| 100%
Interest
| 100%
Interest
| 100%
Interest
| Option
Rider | 100%
Interest
| 10% per yr
Ann Value | 100%
Interes
| Option
Rider
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