Insurance & Annuities Questions

Medicare personalized advice

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

Treasury Bills

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

Long Term Care Insurance

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

Medicare Advantage

Pro’s and Cons of Medicare Advantage insurance

Medicare Part B IRMAA

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

Small business paying for employees’ ACA insurance

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

Medicare parts — when do spouses apply?

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

Medicare and Medicare Advantage Plans

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

Medicare Open Enrollment Column 10/25

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

Medicare Health Insurance vs Medicare Advantage

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

Blue Cross Blue Shield Medigap Household Discount

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

Beneficiary of life insurance policy from employment

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

Auto insurance

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

Annuity payments

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

annuity

how do I elect payout of annuity?

Annuities

Hi Terry. Thanks for your recent blog. I watched the podcast with Stan the Annuity Man. I’m going to reach..

Medicare Advantage vs traditional Medicare

I am a retired Illinois state employee with the IL Teacher Retirement System. I have been covered by United Health..

Medicare supplement

I’m 70 years old and I want to know which plan is better for me. Plan F or plan G

long term care

Heard you discuss long term care on radio but did not write down companies you suggested It is for a..

long term care

requested information this am for long term care reply came times 4:13 regarding long term care How do I know..

money

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