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525 Long Term Care

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95.62  Rating Score
9AM - 5PM ▾

Of 78 ratings posted on 2 verified review sites, 525 Long Term Care has an average rating of 4.96 stars. This earns a Rating Score™ of 95.62.

We are client focused Certified Long-Term Care Planning Specialist. We help people with assets protect their savings and the people they care about most from the financial, physical and emotional costs that come with a long-term care situation. We work with people near or in retirement put a meaningful, tax-free guaranteed plan in place that will pay them back if they never use it.

Serving: BELLEVUE, WA


4.96 avg / 78 ratings on 2 verified review sites
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76 ratings & reviews posted directly on Top Rated Local®

Quality
5.0
Value
4.9
Timeliness
5.0
Experience
5.0
Satisfaction
5.0
OVERALL
5.0
Showing 1-10 of 76 items.

1 review

Verified
Brian and Madalyn at 525 Advisors made the process of choosing the right long-term care insurance a pleasure. We had purchased a policy many years ago but the premiums became so expensive, we needed to find another solution and we had lost all faith and trust in the old insurance company. Enter 525 Advisors. Brian and Madalyn are both knowledgeable about the industry, insurance companies and all the issues surrounding making the right choice. They represent a number of top-notch companies and there is no pressure to purchase. We also witnessed them pulling a rabbit out of the hat to meet some very aggressive timelines we imposed upon them and they came through with flying colors. I would recommend them to all my friends and family. And I seriously recommend everyone at least exploring ensuring themselves against the unforeseen and often times predictable need for very expensive long term care.

1 review

Verified
Working with Brian and Madalyn was a great experience. I listened to their webinar twice, compared their products to other companies, and realized they offered the most comprehensive plans. We had a phone conference with Brian, and he listened to all our concerns, answered all our questions, and helped us choose the best plan for us. I took their prospectus to our CPA for his input, and he was impressed, as well. I have recommended them to my children, too. Attend a webinar, talk to Brian and Madalyn, and you’ll discover a company you will feel very comfortable having on board with your financial plan!

1 review

Verified
I restarted my quest to find a LTC policy, THIS time with 525 Long Term Care Advisors. I started listening to Brians weekly radio show and joined a Webinar with him and Madalyn. The information was invaluable in helping me to complete the process. Both Brian and Madalyn are very informed and intuitive. They answered all my questions in personal phone calls and emails. They recognized my issues, to help me select a plan that will best meet my needs for the future. I highly recommend them.

1 review

Verified
5 major lessons: 1) We knew we would invest $250k, lump sum, from my 401(k) using a fixed monthly max payout of $8k, or less for months unlimited, or less with a inflation rider. 2) If we didn't use up to what we had roughly put in, we would get some back to our estate. 3) Despite my prostate cancer, I was accepted, 4) Concierge service to help with LTC later if needed, 5) LTC payback could be twice what we had invested. Brian and Madalyn helped answer all of our questions and we didn't feel pressured in any way on which route we finally chose to go.

1 review

Verified
Both my wife and I were seeking LTC insurance. We had been told that because of our cancer treatments LTC insurance was remote for my wife and unavailable for me. The folks at 525 Advisors took on our challenge and found LTC insurance for both of us. They were responsive to all inquires - they were proactive!

1 review

Verified
I was glad to find 525 Advisors when deciding to look into long term care options. I needed flexibility in coverage that would allow me to receive benefits throughout the US and Canada and a (unlimited) plan that would not end after a fixed period of time. After watching their webinar, I came away much better informed on the various coverage options currently offered by insurance providers nationwide. I also became aware of the importance of setting up a long term care plan as a means of protecting personal assets. Follow-on discussions with Brian Ott helped identify the best plan for my needs. Madalyn Lutsch walked me through more of the details and made the application process very understandable and straight-forward. Through their knowledge and professionalism, I'm happy to say that I'm now covered by a long term care plan that will provide critical financial support, should the need arise. I would strongly recommend 525 Advisors to anyone considering long term care insurance.

1 review

Verified
My wife and I were pleased to work with 525 who were very professional and personal. We received attention to all our questions and there were several calls/discussions that never felt rushed or contained. We could ask anything including information about alternates and multiple vendors of LTC products. We really wanted to understand the industry and the different vendors, we got several proposals with pricing and this cleared our mind to take action with our budget. We had bought a different policy years ago that has some concern, Brian and Madalyn of 525 helped advise a strategy to coordinate the two policies going forward. We feel very comfortable with 525 and their commitment to keeping us informed and helping with advice at any time. We recommend talking to 525 for anyone wanting to learn or in the LTC market.

1 review

Verified
The cost of long term care insurance is quite expensive and a bit confusing. 525 did a great job of explaining all of the options and was upfront with the cost which made it a smooth process and an easy decision on which plan was right for us. Thank you for all the help!

1 review

Verified
There are a lot of options to chose from for long term care insurance. This in turn raises several questions. Having someone like 525 Advisors is invaluable if you want to made educated decisions. They are extremely knowledgeable in this field but the icings on the cake is their patience and no fear of hard work. They take their time with you, sorting through all of the processes, responding immediately whenever a document needs filled out or a call needs made. One could say they are the most helpful but I am not sure if that is even a fair evaluation. Personally I could not be more pleased with my experience with the 525 Advisors.

1 review

Verified
Professional and efficient. They were able to get me the best policy and they expedited the whole process to make sure my rate wouldn't change due to my impending birthday. I'm very pleased with my experience.