Insurance & Annuities Questions

My husband is a union carpenter supervisor and intends to work until 67. He is 65 and was told he..

Medicare. Planning on retiring in February of 2028, both my wife and me. We will both take Social Security at..

Do you have to pay for Medicare part B?

Hi Terry, I have BCBS, they are charging me $1,600 a month with my Obama care discount. Who can I..

Hi Terry, I’m 64 years old. I will be 65 in January. However, I am on Social Security disability the..

Question about Part G. One of your colleagues sent me an email several months ago about supplement insurance after receiving..

Even if you have insurance through your employer, I’ve been told to sign up for Part A Medicare as it..

We have three annuities approaching the maximum for being insured ($250,000). We have no reason at this time to annuitize..

Good morning, Have been researching Nationwide Care Matters II insurance. One time premium payment of $120k for $240k coverage for..

Who is the annuity guru that you mention on your radio show?

Hi Terry, My husband passed away on April 30, 2026. He has an annuity in his name and was getting..

How to find a good and low cost life insurance like colonial penn

Last year I qualified and switched from my Medicare Advantage Plan to a Medicare Supplement Plan after hearing your advice..

Since we no longer need my husbands life insurance policy we will be taking it’s cash value of $190,000. this..

My financial advisor suggested taking a portion of our portfolio and putting it into a fixed annuity for guaranteed monthly..

Hi! Help please. Looking at medigap G vs an advantage plan. Do you recommend 1 plan over another? She was..

Hello Terry, You’re the only one I trust to ask about ending my Annuity. I don’t trust the financial planner..

My wife is/was the carrier of our health insurance. We are currently on COBRA and that will be until October..

Terry, what do you think of a deferred income annuity or QLAC; suggested as a possibility by our Fidelity rep;..

Hi Terry, I turn 65 in a couple of months and my husbands pension offers a GROUP Medicare Advantage plan..