Insurance & Annuities

Insurance & Annuities Questions

Where to put money from a Matured Annuity at age 72

Hi Terry, I’m 72 my wife is 70 and we have 200 K in Allianz matured Annuities. We don’t want..

Original Medicare v. Advantage Plans

Hi Terry- My husband and I (71 & 67) have Original Medicare and a UHC Supplement. Our total cost per..

Annuities

Hi Terry Talk to Tim from Stan the Annuity Man I know you talk and mention a lot about annuities..

IRMAA bracket correction!

Your numbers for the Medicare groups for the IRMAA for 2026 are not correct. When I read the article I..

Medicare & IRMAA

Hi Terry So glad to see you addressed this in your recent Tribune column. In short, I have health insurance..

S Corporation shareholder health insurance reimbursement

Saw your article about small business insurance opportunities. Question: If the owner is a greater than 2% S Corporation shareholder..

Inheriting annuity from parents.

Will our daughter be able to deposit our annuities into her established annuity account when we pass on?

Retirement Accounts

What insurance companies are involved with small business special enrollment ending december 15th. My insurance agent was not aware of..

State of Illinois Trai lMAPD – Medicare option

Hi Terry, I am looking for information on if the State of Illinois retirement option for health insurance, the TRAIL..

Advantage care

What is the downside? Of Advantage care

Medicare

I turn 65 in June 2026. Do I have to take care of signing up for Medicare now or do..

life insurance

I have a family member that the adult kids got $50,000 inheritance and the parents had them put it into..

Medicare plan G and plan N

Am I better off with a plan G. Or plan G high deductible? Or a plan N Thank you for..

Medicare Supplements

I was listening to you on the Lisa Dent show yesterday discussing Medicare supplements. In response to a text, you..

Small Business Special Enrollment

Terry First time writer but avid reader. I was a board certified bankruptcy attorney. Also taught financial education to high..

Medicare plan G and Medicare plan N

I am turning 65 in January. Am I better off with a plan G? Or a plan G high deductible?..

Medicare part d

I listened to you yesterday on WGN. I have Blue Cross part d and pay $83, next year will be..

Medicare Part D

My birthday is in November so when I became eligible for Medicare my out-pf-pocket was still $2k to cover my..

When to enroll in Medicare

I watched your podcast on Medicare. Thanks, it was very informative. One question I have that was not brought up...

medicare advantage help

I went to 65-Incorated.com and they had a fee of $799. Is there someone who could help me for a..

money

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