Insurance & Annuities Questions

Heard you on the radio say don’t talk to your insurance agent about long term care, you need an expert...

I have an IRA fixed annuity that pays a guaranty 3%. It no longer has a surrender charge. I have..

I have 550,000 in a traditional IRA and 50,000 in a Roth IRA. I’ll be 71 in May this year...

My husband just found out that we can save $400 a year by not including medical insurance on our vehicle..

Hello Terry I have an annuity that will mature mid year. What type of vehicle, besides another annuity, can I..

I will be turning 65 in June, so I am researching Medicare and its options. I have read all your..

Correction on my last question…I believe you had mentioned maximizemysocialsecurity.com for better info on Social Security.. I mistakenly remembered it..

I retired in July of 2022 at age 60. I have about 700k in prudential annuities which will mature in..

A little over 4 years ago my husband and I purchased long term care insurance through a group plan offered..

Pro’s and Cons of Medicare Advantage insurance

Hi, My Medicare Premium just doubled per month because of our 2021 tax return. We filed married, jointly, and our..

Two of my employees have ACA (BCBS-IL) insurance, cut do not receive a subsidy for their premium. The business was..

I am 68 years old and enrolled in Medicare part a when I turned 65. My husband turn 65 in..

I feel you were not informed last week while discussing NOT opting for the Medicare Advantage Plans over Medicare Supplements..

It is clear that you are very cautious (perhaps negative) on advantage plans, as we have been in the past...

Why do you keep promoting Medicare vs a Medicare Advantage Plan? Medicare does not cover prescription drugs, dental, vision or..

I have had a BCBS PlanG medigap plan since 2015. I just learned of the Household Discount Program. There are..

Should the beneficiary of a life insurance policy from employment be a trust or is it better to specify specific..

Is it good to have your auto insurance re-rated yearly. Thank you.

I want a friend bene to receive lifetime monthly payments beginning after I decide to die, per my revocable trust...