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525 Long Term Care

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95.66  Rating Score™
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Of 118 ratings posted on 2 verified review sites, 525 Long Term Care has an average rating of 4.97 stars. This earns a Rating Score™ of 95.66.

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

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113 Total Reviews
5.0
topratedlocal.com
113 reviews | 5 average
google.com
5 reviews | 4.2 average
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113 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 101-110 of 113 items.

1 review

Verified
I had many concerns with obtaining long term care insurance, my main one was because of my age 73, I was worried that I would not qualify. However, Long Term Care found a policy that fit all my needs, even the premium. All my questions were answered in a forthright and timely manner.

1 review

Verified
Brian and Madalyn are a great team. They were very patient with me and my wife in explaining how long term care insurance works, assessing our options, and facilitating the process to purchase a policy. They were our trusted advisors. We feel great about policy we purchased.

1 review

Verified
Brian was extremely aware of our choices for the type of long term care plan that we were looking for. First he started with information to help us design coverage for our needs. He saved us from making a huge mistake that we were about to make with a previous advisor. We feel good about finally making a decision and setting up a plan. Our children are very glad too!!!!

1 review

Verified
Buying Long Term Care Insurance wasn't something I was particularly interested in doing, or how I wanted to spend my money, but decided that it was in my best interests to do so to remain independent. I had heard good things about Brian Ott from several financial advisors, so decided to check it out. Brian limits his business to Long Term Care....he's the expert! Not only is he extremely knowledgable, he's personable and not pushy. I'm pleased with my policy and delighted that I chose 525 Long Term Care.

1 review

Verified
After many years of LTC coverage with rates continually increasing, I heard about 525 Long Term Care. My wife and I met with the owner, Brian Ott. We were nearly overwhelmed with the professionalism and so very glad we received the information he shared. Both Vickie and I often tell our friends to call Brian at 525. We couldn't be happier. 5-STAR service in every category. Honestly, I wish there was a 6th STAR to mark. 535 deserves it!

1 review

Verified
Highly knowledgeable, patient and thorough review of all options. Long term care has not been an easy topic of discussion within our family. We have personally witnessed the devastation lack of planning has caused our parents. 525 Long Term Care made the documentation and overall process easy to understand and the options clear in terms of health care benefits and cost. We truly appreciated their service and support in helping us making the right decision for our family.

1 review

Verified
I already had a regular LTC policy (pay yearly premium), but was interested in learning more about asset-based/hybrid policies. I don't recall how I came across 525 LTC, but I had excellent discussions with Brian Ott as he laid out the pros and cons of such policies, and basically showed me the numbers involved. I appreciated the fact that Brian clearly empathized with my situation - mother in nursing home with dementia, and my desire to plan ahead just in case - since, he, too, had to deal with a family member and long-term care. I initially hedged on an asset-based LTC policy since the upfront investment was larger than I was comfortable with. However, Brian searched and found one that better served my needs. It gives me great piece of mind, knowing that I am better prepared for the future and will not be a burden on family members.

1 review

Verified
being 65 and still healthy it was very difficult to write the check for traditional long term insurance every year. I did because it is the right thing to do as we want to make it as easy as possible for the kids to handle our last days. I heard a 525 ltc commercial on the radio and was informed that there is a new approach to these plans and you actually get money back !! well it still is painful writing the check but now it is also an investment !! ( way mo beta !! ) the plans are very flexible and accommodate almost any financial situation so I encourage you to get on it !!

1 review

Verified
I wasn't sure I really needed LTC insurance, but one gal approached me & tried to explain the importance & she gave me a quote. I didn't understand ANYTHING about it, though she tried to explain it. One year later she gave me another quote, with another explanation. I still didn't understand it. Then when I heard that Dave Ramsey & Suze Orman both said that it was important, I wanted to check into it again. I asked someone from another comapany for a quote, & again, I understood NOTHING from the explanation. I decided I didn't need it. Then I went to a "Retiremeet" seminar in Feb. 2016 & knew I wanted to learn more, so I attended Brian's section. Things were making sense finally, so I decided to make an appointment. Madalyn & Brian are SO patient, & thorough in their explanations. I finally got to understand it. Brian explained the different coverages, as they represent so many companies & plans, but I was directed to what was BEST for me with explanations of why other plans were not suited for me. I trust them & am happy with my choice. Sure I'd rather not spend this money, but I feel it is important & I have less worry now. Thank you Brian & Madalyn!!

1 review

Verified
My wife and I had a lot of questions regarding Long Term Care policies and which policy would be best for us. 525 answered all our questions and we were able to invest in a LTC plan that we felt good about. LCT insurance is a very important part of a total estate plan, working with 525 we never felt like we were being sold any thing it felt more like we were selecting a plan that we felt good about and was worth the money being invested. There are so many different directions to go with LTC insurance, 525 took a lot of time to find the best plane for use.

*1 additional review is factored into the overall rating, but is not public at this time. You can be confident that with Top Rated Local® all verified reviews and ratings are accounted for in the overall ratings and Rating Score™ whether they are displayed publicly or privately. This ensures the overall rating is as accurate as possible.