Insurance & Annuities Questions

LTC and Homeowners Insurance Agent

Once again you put down insurance agents. Our full-service agency has had personal lines clients who also have AssetCare issued..

Medicare Options after Diagnosis

Hello: is Medicare part G is it an option, what is the best for an individual in their 70s with..

Illinois SURS funds preservation during recession

I’m retired from Univ.Illinois with a S.U.R.S. annuity. The recent contracted fund manager implied use of a system that minimized..

Medicare

I turn 65 this month and I’ve signed up for Medicare parts A and B and have received my Medicare..

Medigap Plan G vs. group plan

Have the option of going with BCBS Plan G or Cook County Pension Fund Group Plan with United Healthcare. (Choice..

Medicare sign up

Hi Terry I will be turning 65 years old in September, 2024, Do I have to apply for Medicare even..

SS/ Medicare

Hi Terry, I love you segments on John’s show…always so informative. My question..My wife turned 65 on April1st of this..

Medicare and retirement

Which Medicare plan/supplement would be the best plan for a a retired single healthy, 74 year old male?

Life insurance

My husband & I are 70 & 75 last year we bought whole life insurance. 30.000 each so total 60.000...

Long term care insurance

I heard Terry on WGN mention regarding long term care insurance but was unable to listen to her advice. I..

Medicare choices

Hi Terry, Big fan here. I have Alexa program and every Wednesday WGN RADIO I’m 66 ,still working , Hoping..

Applying for Social Security

I will be turning 65 in September 2024. Even though I will continue working for some time and carry my..

Medicare deduction from social security

Medicare effective 4/1/24. The deduction for A and B should show on May disbursement not on April’s correct? Payments are..

Medicare for spouse of postal employee

Hi Terry, I am 64 on SSDI. My husband is 61 YO retired postal employee. I have been on his..

IRA personal liability

Terry, is my IRA protected against personal liability lawsuits? Do I need “Umbrella Insurance” for auto and home?

Medicare Standard (Plan G Plus Secure)

In searching for a BCBSIL Medicare plan that included Silver Sneakers, I was offered Medicare Standard ((Plan G Plus Secure)..

Index annuity

A respected source in annuities reported that you advised against ever buying a fixed index annuity. May I ask why?..

Are Advantage plans a problem at a CCRC?

I have read your articles on the problems Advantage plans are having. A CCRC we are considering states in it’s..

Fidelity Retirement Account

I am 65 and retired. I have my retirement account with Fidelity and is split into a traditional IRA and..

Annuities

We purchased annuities a number of years ago. I’ve always been reassured our adult children will inherit on our passing,..

money

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