Insurance & Annuities Questions

Good a.m. Terry … I will soon be enrolling in Medicare A and B (and C?). I am transitioning from..

I’m 71 moving $ 400K from Jackson which was aggressive with a 3 % charge. I’m being suggested to move..

I have a whole life insurance policy with American Family. I am 87. The cash value on the policy is..

I now elect to have an additional $350 a paycheck withheld for federal taxes because of having to pay a..

This is actually a comment on your recent column. I live in Ct. I’ve been paying premiums on my LT..

I was listening when you had a gentleman on air with you discussing this type of insurance. I have questions..

Hi Terry, I will be turning 65 in April and would like to enroll in Medicare. Here is my question:..

Are fixed indexed annuities a good investment strategy?

My Western & Southern 3-year annuity at 2.3% expired 12/23/22, yet the company still has not released my money (as..

Heard you on the radio say don’t talk to your insurance agent about long term care, you need an expert...

I have an IRA fixed annuity that pays a guaranty 3%. It no longer has a surrender charge. I have..

I have 550,000 in a traditional IRA and 50,000 in a Roth IRA. I’ll be 71 in May this year...

My husband just found out that we can save $400 a year by not including medical insurance on our vehicle..

Hello Terry I have an annuity that will mature mid year. What type of vehicle, besides another annuity, can I..

I will be turning 65 in June, so I am researching Medicare and its options. I have read all your..

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

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

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

Pro’s and Cons of Medicare Advantage insurance

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