Insurance & Annuities Questions

Annuity

Can you explain Annuity and the best route to go

Saving for Future Healthcare

I had surgery recently that made me in eligible to apply for long-term Healthcare insurance for at least 2 years...

Long term health insurance

My husband and I are both in our late 60’s and in good health. He is still working full time...

Too good to be true,1035 exchange?

Hello Terry, Just want to thank you for all your advice on WGN Radio and books for financial planning you..

cancer policy

I have had a cancer policy with work for a long time. I signed a rider for the cancer policy..

info about Medicare insurance enrollment

Good a.m. Terry … I will soon be enrolling in Medicare A and B (and C?). I am transitioning from..

Moving $$ from Jackson Annuity

I’m 71 moving $ 400K from Jackson which was aggressive with a 3 % charge. I’m being suggested to move..

Whole Life Insurance Policy

I have a whole life insurance policy with American Family. I am 87. The cash value on the policy is..

Health savings account and taxes

I now elect to have an additional $350 a paycheck withheld for federal taxes because of having to pay a..

Long term care insurance

This is actually a comment on your recent column. I live in Ct. I’ve been paying premiums on my LT..

Long Term Care Insurance

I was listening when you had a gentleman on air with you discussing this type of insurance. I have questions..

Medicare Enrollment

Hi Terry, I will be turning 65 in April and would like to enroll in Medicare. Here is my question:..

Fixed Index Annuity

Are fixed indexed annuities a good investment strategy?

Expired Annuity Not Releasing Money

My Western & Southern 3-year annuity at 2.3% expired 12/23/22, yet the company still has not released my money (as..

Long term care –how to purchase?

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

Greater Return on Investment

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

Qualified Longevity Annuity Contract? Good idea?

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

Medical insurance on car insurance policy

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

Annuity transfer

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

Medigap Insurance

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

money

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