Insurance & Annuities Questions
life insurance
my 95 year old mother will be bankrupt in a couple of years because of high insurance premiums. She purchased..
selling term life insurance policy
Is selling a term life insurance policy safe? I am 65, retired my wife 70, retired. My life insurance policy..
MEDICARE PLAN D
WHEN WILL THE MAXIMUM $2000 PAY OUT FOR PRESCRIPTIONS OCCUR AND I PAY $1131.60 ANNUALLY FOR MY PLAN D PREMIUMS..
Long term health care insurance
I need contact information about long term health insurance you talked about on the radio with John Williams.
Annunity Beneficiary
I have a $300k annunity. I want to leave to my niece and nephew. My husband just died. How can..
Long term care insurance
Hi Terry, I read an article in the Orlando Sentinel you wrote recently about Long Term Care insurance and how..
Medicare supplement F or G?
Which plan is better plan F or plan G? I am currently in plan F
IRS and Marketplace insurance question
When my COBRA ended, I took out insurance via the Marketplace in February 2022. I estimated that my earnings for..
Long Term Health Care Insurance became too expensive!
I wonder if you could provide some insight into our quandary here. My husband and I currently have LTHC insurance..
Life insurance policy — cash it in??
My husband is 81 years old. We have a savings account and an IRA not a Roth, with around $200,000...
Medicare supplement
Which plan supplement is better plan F or the silver sneakers plan
Extra tax on annuity
Dear Terry: I recall your article years ago about an extra tax on large annuities. But I cannot recall how..
Health insurance
My son just got his first career job after graduating college. His employer offers two health insurance options: HSA or..
Term life insurance–Cash surrender value–cost of insurance NEED ADVICE ASAP
I need some advice, please. My husband, currently age 74 and a cancer patient with other medical issues, has a..
What is the Long Term Care Insurance company you mentioned today on WGN?
You mentioned a way to learn about long term care insurance and I didn’t get it!
Medicare Enrollment Question
Terry, I am a 60 year old male and my wife is 68 years old. My wife is retiring from..
IUL account
Hi Terry I’m 53 have Fidelity 2035 401K no company match only have about 10,000 in it my house is..
Annuity Beneficiary incorrect
Hi Terry, In-laws had set up a trust for their dependents, trust was in both parents name. They hired financial..
Medicare
I’m 70 yrs old and I have Medicare parts A B,and F. Should I get Part C instead of F
Life insurance policy with endowment
I have a policy with endowment that has come to term Best way to collect and invest it for my..