Insurance & Annuities

Insurance & Annuities Questions

Medical part g

So in Illinois you can only. Change plans near your birthday and that is only if you are between 65..

Medigap plan G

We are 83 and 85 and have Aetna senior supplement which now costs over $900 each month. Can we change..

Medicare Pocket Protector

The phone number provided is not working correctly. Is there another phone number?

Medicare Plan G

Hi Terry, thank you for always providing comprehensive and trusted advice. I listen to you on WGN radio 720. Just..

ID.me

I keep getting Error E4301 when using license. All my info is correct. Then get error E4401 with passport. That..

Medicare Advantage

My brother is 80 and lives in Michigan. His insurance guy convinced him to switch to a Medicare Advantage plan...

Find an agent

How do I find a qualified agent that wants to help me navigate through Medicare and not just sell a..

Nassau Life and Annuity Company

I had a Thrift Savings Plan through my job. When I turned 72 I selected the Nassau life and Annuity..

Plan D

All my retired years I got BCBS supplemental insurance and then when plan D came along we took their Value..

LONG TERM CARE INSURANCE

My husband and I have had John Hancock Long Term Care Insurance for over 30 years. We have now been..

Medicare Plan F vs G

I currently have Medicare Plan F. My supplement is $513 per month. Would it be advisable to switch to Plan..

Annuities

I am retired and have a 457 account. Would it be a good idea to open an annuity? I am..

Enrolling in Medicare Part B and Part D vs spouse’s work insurance

Hi, Terry, I have insurance through my husbands work. I enrolled in Medicare Part A when I turned 65 (Dec...

Hybrid pension annuity

Terry, what do you think of Hybrid Pension Annuities? What are the pros and cons of this annuity? Thanks.

New rules on applying for Medicare part D

My special need 33 yr old granddaughter is on her moms very good ins and has part A and B..

A Medicare Question

Hello Terry, My wife is turning 65 this coming January (1/31/2027).  She has been collecting Social Security Survivor Benefits for..

medicare supplements

Is JT Medicare solutions in Elgin the company you have mentioned that helped you select your plans?

Annuity

I’m finding out. I did a very stupid thing investing in an annuity with Athene. I am locked in for..

Using HSA money to pay Medicare Part B premiums

My understanding is that Medicare Part B, D and IRMAA premiums are qualified medical expenses for HSA withdrawals. How do..

Life or term life insurance at this stage of life

I was talking with my northwestern mutual financial advisor. He mentioned maybe start a $100,000.00 permanent insurance policy. Im 57..

money

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