Insurance & Annuities Questions

I took a One-Time distribution from an employee owned partnership which will increase my 2025 income by over $100k. I..

Hi I turn 65 in November I’m on SSI disability since 2007 my retirement age is 67 I pay $400..

My husband and I both have long term care insurance through John Hancock they want to get out of this..

Why are those that were employed by cook county have to pay for medicare? I was employed for 30 years..

Can you clarify if you can switch from Medicare advantage plan to Medicare, as per below… Yes, you can switch..

Should a life insurance policy be put into The family trust?

I am at full retirement age but am still employed in a role I enjoy. My great BCBS policy is..

I am 71 and in good health. I have no family and am considering long term health insurance. I read..

My Medicare advantage carrier has canceled my main hospital provider. What are some of my options

Hello Terry, I listen to you each week on WGN Radio. I’m 71 yrs old retired. I am contacting you..

I think Terry covered this before, but I have UHC and pay about $84 a month for coverage. A friend..

You have given me valuable advise! Now looking into medigap. Do you recommend going with Plan G if we can..

My wife is 78 and has received an offer to retire with same as employed, subsidized cobra for six months...

Terry, Have you researched the cost/benefits of dental insurance for married couple in their late 70’s? Are generally worth the..

Hi Terry, I enjoy your work. My wife and I are both retired, in our 70’s, rent a small house,..

I currently have plan F with BCBS, the plan was discontinued in 2020 ,but grandfathered members ,I am trying to..

I have an annuity with 1 firm can I move the whole annuity to a different company.

Our investment company, is asking my husband and me, to get a new annuity from Jackson, called a Lifetime Check...

My parents started a life insurance policy when I was young. I’m guessing to cover funeral expenses if something happened..

At 65 I took Medicare part A but stayed with my employer medical. I am now 79, getting ready to..