Insurance & Annuities Questions

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..

Good morning, I recently turned 65. I was wondering where is a good place to start looking for long term..

Hi Terry, Great website , articles, financial columns & your financial knowledge. I have no luck with advisors .This last..

FYI, I received a letter from Medicare. They said they “found an issue with your Medicare number. To protect your..

Hello enjoy your show on wgn radio. Can you recommend a health insurance broker? My wife is 62 and will..

Hi Terry I love Wednesday at12 on WGN I have annuity pays4% with no surrender fees is this a good..

Hi Terry, I love you!! You are amazing. I am 78 years of age. My net worth is about $8.5..

Hello! Do you have a resource for Medicare options in Wisconsin? They are one of a few states that do..