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

 

 

 

 

 

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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: 12/1/2021
Insurance Company SILAC Insurance Company New Era & Phil Amer & New Era MW Atlantic Coast Life New Era & Phil Amer & New Era MW Sentinel Security Life Liberty Bankers & Capitol Life Western
United
Life
Western
United
Life
Pacific Guardian Life Atlantic Coast Life
Name of Annuity SecSavElite2 SecureChoice3 Safe Haven 5 SecureChoice5 PersonalChoice5 BankersElite5 Nav Elite 5 Nav Ultra 5 Diamond Head 4 Safe Haven 10
Average Annual Yield 2.15% 2.45% 3.10% 3.10% 3.15% 2.65% 2.75% 2.90% 2.60% 3.25%
Rate Guarantee Period 2 Years 3 Years 5 Years 5 Years 5 Years 5 Years 5 Years 5 Years 4 Years 10 Years
Minimum Amount
Non-Qualified
Qualified
$10,000
$10,000
$10,000
$10,000
$5,000
$5,000
$10,000
$10,000
$2,500
$2,500
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$5,000
$5,000
Initial Period Rate 2.15% 2.45% 3.90% 3.10% 3.15% 2.65% 2.75% 2.90% 2.60% 4.15%
Rate on Other Amounts

Optional
Liquidity
Riders
Available with Lower Rate

2.50% Internal Exchange Rate 2.90% Years 2-5 Opt. Liquidity Riders Available with Lower Rate 3.20%
Internal Exchange Rate

Optional
Liquidity
Riders
Available with Lower Rate

 

      3.15%
Years 2-10 Opt. Liquidity Riders Available with Lower Rate
New Effective Date
New Average Annual Yield
Effective
11/9/20
Effective
12/1/21
Effective
10/18/21
Effective
12/1/21
Effective
10/81/21
Effective
10/26/21
Effective
3/3/21
Effective
4/27/21
Effective
11/1/21
Effective
10/18/21
Minimum Rate After InitPer
After IP - Subject to Change
1.00%
Fixed
2.00%
Fixed
1.00%
Fixed
2.00%
Fixed
1.00%
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

100%
Interest

100%
Interest
Option
Rider
None 10% Per
Contract Yr
None 10% of Acct Value Option
Rider
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