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525 Long Term Care

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95.66  Rating Score
9AM - 5PM ▾

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

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 41-50 of 113 items.

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.

1 review

Verified
We were starting from zero to understand this new model of asset based LTC insurance and both Brian and Madalyn were patient and thorough in explaining how it worked and how it differed from traditional models. It is a sizeable commitment and we were both satisfied and highly recommend 525 Advisors.

1 review

Verified
I was looking to replace a long-term care policy with rising premiums. Due to my age, I thought I was probably stuck with the policy, that any new insurer would have a better rate. One day I heard Brian on the radio talking about funding my own long-term care. I signed up for one of the presentations and liked what I found. I found I could make a change giving me better benefits and allowed premiums to be paid with RMD dollars. What I really appreciated about the presentation that it is down to earth, no high-pressure sales tactics. Basically ‘just the facts mam’. After reviewing the material, I decided this was the path for me. During the whole process both Brian and Madalyn were helpful and patient with me. Due to work I wasn’t always timely in getting my part done and then I changed my mind on the type of coverage I wanted towards the end. Madalyn cheerfully made the change for me. If you’re looking for your first long-term policy or want to replace your current, check out 525 Advisors.

1 review

525 LTC was recommended to me by my sister and I'm so glad she did. From the first seminar to subsequent discussions, it was clear that both Brian and Madalyn really care about helping people protect their future. Madalyn is so very warm and reassuring and Brian really knows the products. I felt that I could trust them from the beginning and I'm very pleased with the experience and outcome.

1 review

Verified
Was able to structure a plan that maximized the coverage goals for my wife and I in addition to payment options that allowed me to also fund a separate plan for a parent. 525Advisors presented multiple plan options to ensure I was comfortable that our goals were achieved, then presented several payment plan options which ultimately changed my mind from funding as a lump sum to a five pay plan. All communications had zero sales pressure and 525Advisors response was always timely and informative.

1 review

Verified
I was about to turn 60 when I lost two dear friends to long-term health issues and cancer. I saw first hand the toll it took on their families and the agony of the financial burden on their loved ones. I knew long ago that I need to plan for the inevitable. I procrastinated until I heard an ad on the radio about hybrid LTC policies. I signed up for one of the free 525 seminars and received an informative booklet (lots of information to take in at once at the presentation) and reviewed it with my husband who does not like to discuss such matters. I finally convinced him to attend another of the free seminars with me so he can ask more questions. There were no hard-sale pressures, just lots of sound information and facts regarding potential care costs (which I already know is true) and how the LTC system works in various personal situations. My husband and I decided it made sense to purchase a policy for me to start. I admit that the cost is hard to swallow at first. But the return should I need it would be a tremendous help to me and my family. I look at it as an investment in my future and if I don't use it, my family will still get what I put in back. After I made the commitment, I felt a weight lifted off my shoulders because I know I have set aside funds for care and now I can decide what else I would do with my savings during retirement. My husband felt good about it as well. We decided to go with 525 because Brian and Madalyn were both very down to earth and transparent about various policies and answered many questions and were quick to respond via email and phone calls. They don't sell just one product which I felt was important for an unbiased product for me. I am very happy I made the leap. I highly recommend going to the seminars for information and to listen to others to weigh your own options.

1 review

Verified
If you'er interested in buying a LTC policy 525longtermcare.com is the place to go. Brian and Madalyn are wonderful people and great to work with. They know more about this business than almost anyone, cause that's all they do. Give them a call.....I did.

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