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..

money

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