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525 Long Term Care

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90.88  Rating Score
9AM - 5PM ▾

Of 117 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 90.88.

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


5
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112 Total Reviews
5.0

112 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 21-30 of 112 items.

1 review

Like all Conservative minded citizens who still reside in the State of WA, we were suddenly and abruptly forced to find comparable Long Term Care insurance due to the passing of Washington Cares Act: https://wacaresfund.wa.gov/ Because of this draconian Liberal disaster of a policy was enacted we were only allowed one means of opting out by proving we had a LTC policy in place before the deadline. I heard of 525 Advisors by listening to 570 KVI and 770 KTTH talk radio stations play their advertisements during this crucial time. I decided to attend one of the free webinars provided by 525 to learn what my options were to find a policy to fit my needs for long term care. Brian Ott explained a very simple and profound lesson regarding LTC Ins. "it's not that people need LTC, it's because they want it" - to help their families when the need arises. I gained so much insight from his webinar that I immediately signed up for the free assessment and decided to attend another webinar in order to glean additional vital information. I quickly received all the information from Madalyn who was absolutely fantastic in all my business dealings. Her attentiveness and outstanding approach to customer service has been the best I've ever received from any company. I was very pleased with the service 525 Advisors has provided and would highly recommend their business for your insurance needs. Brian helped guide me into a hybrid policy which makes perfect sense. Thank you Brian and Madalyn for all your help. (I also had the best experience with the nurse who came to my office to conduct the medical evaluation based on my health condition, she was so thorough and just a joy to work with , especially for the fact we shared the same ideology ! ) - You will be satisfied knowing Brian and Madalyn will take care of all the fine details in setting up your LTC plan. As I write this, the WA state Gov has just decided not to start collect premiums on the newly implemented LTC tax until 4/2022. It's unfortunate that the WA State Legislature passed this horrid bill and is now unsure how they will proceed with it's terrible structure. However, for my own sake and for the reassurance of my family, I'm still happy I went with 525 instead of using my employer provided plan .Thanks again Madalyn and Brian and the rest of the team. Keep up the good work.

1 review

I was in a time crunch because of the new payroll tax, but these folks made sure everything was done quickly and correctly. They were great, even under pressure.

1 review

The team at 525 Longterm Care were fantastic to work with. Long term healthcare can be overwhelming to the average person. Brian listened and asked question and I was able to find the best plan for me.

1 review

We reached out to 525 Advisors because of the WA state required long term care insurance. We personally knew just how important it is to have the insurance because both my husband's parents needed long term care due to Alzheimer's. Luckily, they had purchased LTC insurance, so they were able to get the care needed without their estate being depleted. Brian and Madalyn have been great to work with. Brian was very informative, spent a good amount of time discussing different options and how the different plans worked. I am so glad we talked with 525 Advisors because now we do not need to worry about "what happens if" and instead can sleep well knowing that our needs will be met and our family will not be burdened.

1 review

Verified
My wife and I have talked about LTHC for a long time, we were pushed into action because of our states new tax that was starting in January and we wanted to avoid the new tax. From the very first email, to the last phone conversation, Brian and Madalyn were the best, always timely, professional and caring. I felt like I was dealing with a friend at the end of our application process. I can't more highly recommend 525 Long Tern Care. Best investment we could have made for our future. Thanks Brian and Madalyn, you guys rock.

1 review

Verified
Buying Long-Term Care Insurance is not exactly fun! Buying it under pressure is even less fun! Fortunately, we had 525 Advisors to walk us through the process. They provided assistance through every step and Brian really listened to our needs from a coverage and cost standpoint. Madalyn provided clear instruction to get our WA Cares Fund exemption processed and has been helpful and communicative throughout. I'm grateful that we connected with 525 Advisors, rather than trying to navigate this process on our own! Many thanks!

1 review

Verified
our work with Brian and Madalyn was very professional and timely. It sure will be nice to meet them face to face some day after the pandemic.

1 review

Verified
Brian and Madalyn are friendly and professional, and they know the topic of long-term care thoroughly. 525 Advisors found the long-term care plan that best fit my needs. I can confidently recommend them to others.

1 review

I highly recommend 525 Advisors. I talked with several other insurance agents, but it quickly became clear that 525 Advisors has the most to offer. They helped me to pick the best insurance product for my specific needs, helped me to successfully navigate the underwriting process, and always provided quick and thorough answers to my questions. I really like their team approach and enjoyed working with Brian, Madalyn, and Kristen.

1 review

Verified
Brian and Madalyn were great from start to finish. Everything was explained to our satisfaction, we were guided to what plan was best for us and Madalyn kept us informed every step of the way. We looked at several different plans with our financial advisor and chose 525 Advisors because of their non-pushy approach along with Brian's knowledge and of course Dori Monson's endorsement. I highly recommend them; I have already told many friends and relatives to contact them.

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