Insurance & Annuities Questions
medicare
i retired i need to sign up for medicare what plans should i apply
Medicare Part D. Late signup?
Hi Terry, Happy New Year Terry, I’m sure that I’m in this boat with a number of other people. My..
Medicare: delaying All Parts
Happy 2026 Terry!! I’m turning 65 in January 2026 and want to delay starting all Parts of Medicare since I..
Medicare requirement while on group health
When do I enroll in Medicare A, B, D if I’m covered under my spouse’s group health? Thank you.
Medicare Part D charge
Why am I charged $37.50 every year for prescription Part D when prescriptions are covered by my supplemental insurance?
Where to put money from a Matured Annuity at age 72
Hi Terry, I’m 72 my wife is 70 and we have 200 K in Allianz matured Annuities. We don’t want..
Original Medicare v. Advantage Plans
Hi Terry- My husband and I (71 & 67) have Original Medicare and a UHC Supplement. Our total cost per..
Annuities
Hi Terry Talk to Tim from Stan the Annuity Man I know you talk and mention a lot about annuities..
IRMAA bracket correction!
Your numbers for the Medicare groups for the IRMAA for 2026 are not correct. When I read the article I..
Medicare & IRMAA
Hi Terry So glad to see you addressed this in your recent Tribune column. In short, I have health insurance..
S Corporation shareholder health insurance reimbursement
Saw your article about small business insurance opportunities. Question: If the owner is a greater than 2% S Corporation shareholder..
Inheriting annuity from parents.
Will our daughter be able to deposit our annuities into her established annuity account when we pass on?
Retirement Accounts
What insurance companies are involved with small business special enrollment ending december 15th. My insurance agent was not aware of..
State of Illinois Trai lMAPD – Medicare option
Hi Terry, I am looking for information on if the State of Illinois retirement option for health insurance, the TRAIL..
Advantage care
What is the downside? Of Advantage care
Medicare
I turn 65 in June 2026. Do I have to take care of signing up for Medicare now or do..
life insurance
I have a family member that the adult kids got $50,000 inheritance and the parents had them put it into..
Medicare plan G and plan N
Am I better off with a plan G. Or plan G high deductible? Or a plan N Thank you for..
Medicare Supplements
I was listening to you on the Lisa Dent show yesterday discussing Medicare supplements. In response to a text, you..
Small Business Special Enrollment
Terry First time writer but avid reader. I was a board certified bankruptcy attorney. Also taught financial education to high..