Insurance & Annuities Questions
Prudential Life Insurance Policy
Hi Terry, I bought a whole life policy in my 20’s. I’m now in my 50’s and a new agent..
Retiring soon with $110 k in a variable annuity.
Best way to withdraw in current economic climate?
Do I need to file a tax return for a life insurance payout
Hi Terry, my mom passed away this last September and I was the beneficiary of a small life insurance policy...
Health Insurance premiums as a tax deduction
Filling jointly with an agi of 100000 can we claim our premium insurance $930 a month out of packet?
HSA
My wife just turned 65 and is still working. She pays for our health ins through work. Can she still..
Long term care insurance — worth it?
My northwestern mutual rep is proposing long term insurance. Is it worth it ?
Medicare advantage v supplement
I think I’ve heard u advise supplement over advantage b/c not restricted network of providers. Is that right? Also heard..
infinite banking
what do you think about the infinite banking concept?
Affordable Medical insurance
My 28year old daughter is a cancer survivor and in need of affordable medical insurance. I would appreciate any recommendations..
Survivorship vs Life insurance
Which is better to have, $300,000 in life insurance (half term and half whole) for $313 a month or $1,500..
Life Insurance
Hi Terry, At what age do you recommend we stop paying for Life Insurance? I am 65 and my wife..
Retiree Medical Costs Soar
Hi Terry, I am a long-time reader. Some clarifying info. I am approaching 70. I have no interest in and..
Mediare Part D
Hi Terry, Happy New Year! Thank you for all that you do. I love your newsletters & listening to you..
Long Term Care Insurance
My premium went up $40 this month. How do I find out if I have adequate insurance? My current policy..
Affordable Health Care coverage
Hi Terry. My position at work was just terminated. I was offered another position but instead of taking it I..
Roth ira and long term insurance.
Hi Terry, I’m 54 years old and I want to get a Roth IRA with an annuity attach to it...
Long term care insurance
Hi Terry, I’m 59 years old and I’m considering ltc insurance. How do I chose a ltc insurer that I..
Annuities
Terry, what do you think of annuities? Are they worth it? I’m in my ’50s, is it too late to..
Long Term Care: Needed If I Have Decent Assets And No Dependents?
Hey Terry I listen to you on WGN every Wednesday at noon when I am working out. I know you..
Medicare supplemental health insurance
My 84 year old sister has asked for my help. Her Blue Cross/Blue Shield supplemental health policy was cancelled after..