Insurance & Annuities Questions

Tax effect of cashing in life insurance policy

We have a small life insurance policy on our daughter who is now 40, she and her partner just bought..

Insurance/long term care combo

Where on your website can I find info on combo life ins/ long term care policy

Long-Term Care Insurance

Hi Terry Is LTC insurance a good investment? I have no biological children, only step-children and am unsure if I..

Can I Keep my Med-Flex Account if I enroll in Medicare (Part A only)

I’m 66 & I’ll be keeping my medical insurance at work until I enroll in Social Security at age 70...

Medicare

My Plan F is getting very expensive. I understand Plan G covers everything as F but has a 240$ deductible...

Tax Deferred Annuity RMD

My wife has a TDA with Mutual of America. Are RMD calculations for this type of retirement account done differently..

Life Insurance

How much Life Insurance should a married couple have with no debt and $500, 000 in cash and savings with..

Long term care insurabce

I am a 68 yr old that had breast ca and wondering if I would be able to get long..

Medicare advantage

I just retired from the government and will most probably continuing my insurance with the federal government as my supplement..

Medicare and travel

Since my wife and I are planning on doing some traveling in the U.S., I was wondering if Original Medicare..

Medicare Advantage Spam

Hi Terry, I too am feeling the pain of multiple spam calls per day at all hours. Is there any..

Medicare part b, and other parts

I am currently on my husbands insurance and have Medicare A. When he retires I know we can get part..

Annuity

My financial advisor suggested I take a third of my IRA and put it in a fixed income qualified annuity..

Plan G+ vs AARP Medical Supplement

Would you recommend going with AARP Midicare Supplement/United Healthcare or staying with BCBS G+ Supplement plan? Thank you.

Can’t go Back to Original Medicare now that I’m sick!

I have been on an Advantage Plan for the last (3) years – after reading your scenario of these plans..

BCBSIL Medicare Advantage Flex PPO

I am currently enrolled in BCBS IL Medigap Plan F and looking to change to BCBSIL Medicare Advantage Flex PPO..

Medicare Advantage

My wife at 81 and reasonably good health pays $510 / mo for medicare with plan F. The company that..

Long Term Care insurance

I am 65 in reasonably good health. I am going to start investing long term care insurance. Can you let..

Medicare coverage change.

I am a 71 yr old man covered by medicare and my wife’s insurance. She will turn 65 in June..

Signing up for Medicare Part D

Please discuss signing up for Part D – drugs option on Medicare. I didn’t sign up for it 10 yrs..

money

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