Insurance & Annuities

Insurance & Annuities Questions

Indexed Annuity

Hi Terry. We had lunch many years ago together. I have an American Equity income shield 10 fixed annuity. Any..

Inactive Annuity

Hello, I have an annuity with Allianz Life Insurance Company that I have not contributed to in nearly 30 years...

Medigap choice help

You have mentioned a reliable company to help choose medigap plans. I didn’t understand the name and I can’t find..

Medicare sign up

Can you recommend a good source of Medicare info for someone in TN? I called JT solutions and they can’t..

Medicare and Medicaid

Is it possible for one person to collect both Medicare and Medicaid? Thank you, Barbara Hoff.

Car insurance

There are postings on social media that you can bypass these big insurance companies so you could get lower full..

Ltci insurance

Why purchasing LTC insurance including a high inflation( 5%) protection percentage is particularly very important now in this economy.

Finding the right Medicare Plan at Retirement

I have to decide soon which Medicare plan or supplement to pick. I’m retiring in June and I desperately need..

Insurance advisor for Medicare

What is the name of the insurance advisor that evaluated different plans and would find the best plan that would..

Medicare supplement insurance

Hi Terry – At the end of the year I turn 65. I’m looking for help on health insurance policies..

3-Year Annuity

Hi Terry, I just applied for a 3-year annuity (New York Life). I chose it because the rate was higher..

Maturing Annuities

My wife and I are 70 and 72. Where should we put our funds now , that are coming available..

Annuities

Good morning, I’m 64 and a few years away from retiring. My wife is 61 and not working outside the..

Annuitues

My husband and I are 62&63 years old he is still working. We currently have approximately $300k in annuities through..

Immediate Income Annuity

With the current administration I have become overly cautious with my funds in the stock market. I have a $3M..

bcbs plan F vs bcbs Plan F SECURE

I am 73 years old and have been on Plan F since 2015. The price has risen quite a bit..

ANNUITIES

I had a virtual meeting with my fidelity advisor today. I have a significant amount of cash in their premium..

Retirement Planning/ Medicare and HSA

Terry, I am turning 65 in May 2025. I have registered for Medicare part A as required. I plan to..

Medicare Supplement

If our doctors and hospitals accept Medicare as full payment, why buy a supplemental?

Medicare benefts

Will I need to pay more to receive Medicare benefits, if I haven’t fulfilled the recommended quarters to qualify for..

money

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