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..