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525 Long Term Care

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95.58  Rating Score
9AM - 5PM ▾

Of 72 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 95.58.

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 / 72 ratings on 2 verified review sites
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70 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 51-60 of 70 items.

1 review

Verified
I am 74 and didn't think I would qualify or be able to afford long term care insurance. The great staff at 525 Long Term Care went over several different options with me and showed me a plan that I would qualify for and that I could afford. They explained everything in great detail and made sure I understood everything. They followed up with phone calls and e-mails to be sure I got all the paper work done and that I understood it all. It was such a pleasure working with them and I would definitely recommend 525 Long Term Care .

1 review

Verified
My wife and I realized the need for long term care insurance and wanted to find an organization that would help us understand how it works and help us find coverage that was comfortable for us and affordable. Brian and Madalyn were everything we needed and so much more. They gave us the low-down along with many options. And they were both really enjoyable to work with. We actually looked forward to our visits with them. In the end they not only showed us enough options to help us make an intelligent choice, but once it was made they walked us through the acceptance process with real professionalism. They REALLY did a great job. I highly recommend them to all. Thanks Brian and Madalyn. You guys are the best.

1 review

Verified
Brian and Madalyn were exceptional people to work with for our insurance needs. They helped educate my wife and I about the many options for life and disability insurance, worked hard to provide us with options and made sure we understood them all. They hand-held us through the process, were very responsive throughout it all and turned what was sometimes a tedious experience into a great outcome for me and my family!

1 review

Verified
My wife and I attended a seminar (round table) for some planning information and found it to be very helpful with suggestions and ideas to consider for planning as we age. We signed up for a meeting with Brian for additional information for a plan focused on our current situation. Brian offered many options on a variety of coverage, funding options and advice on what would fit our current position. We met with our financial advisor and his input of the plan we were considering and his advice was positive. We moved forward in the process, we now have a plan in place and are comfortable with our choice. Both Brian and Madalyn were very accommodating in the entire process and we felt extremely comfortable interacting with them. We definitely would recommend them to our friends, family and anyone researching long term care options.

1 review

Verified
From the first call to the continuing communication, I have been very pleased with 525 Long Term Care. Brian has a real passion to help people get the best plan possible for them, not for him. When you meet him, you can feel his dedication to his work. Madalyn is always a delight to talk to and really moves things along, letting you know along the way how everything is going. I feel as if I've made two very good friends!

1 review

Verified
When I first met with Brian and Madeline at 525 Long Term Care my knowledge and experience with Long Term Care insurance was limited to my existing traditional policy. The policy had an annual premium that was variable, a maximum lifetime amount that would be exhausted in 4 years and a nominal monthly benefit that would not begin to cover long term care cost based on the experiences I had recently with my father and my father's long term care needs after my father was discharged from the hospital. Brian explained to me the variety of options that were now available, objectively presenting the pro's on cons with each. We reviewed my current financial status and the goals and objectives I had as I age, including the desired disposition of my assets when I pass. We looked at my overall health and life style as well. Brian then took data from our meeting and came up with several very attractive options from the traditional to the asset based and a hybrid of both options. We discussed next steps to crystallize a plan that would be the most optimal for me. Madeline advised me on what to anticipate with the medical assessment so there would be no surprises. After that assessment, Brian and I met again, reviewed several options and came up with a plan that includes an asset based foundation and a supplemental 20 Fixed Permium policy with an inflation rider. The plan asssures me and gives me the peace of mind, that should I need to use Long Term Insurance my needs will be met without exhausting the assets I have taken a lifetime to acquire. The education, time, thoroughness, true careing & concern for my needs Brian and Madeline had gave me real comfort that their goal was what was best for me as I age. Their non pressure approach was another real plus. I would highly recommend 525 Long Term Care for one's Long Term Care needs.

1 review

Verified
I learned about this business and the changes in long term care (LTC) coverage from the Kiro radio program on Saturday mornings. It took a while to decide to attend one of the seminars. I was pleased to find that it could be more affordable and policies would allow for an investment return if LTC was not used. Having shared personal experiences from both Brian and Madalyn helped to keep any skepticism I may have had at bay. My husband and I were treated respectfully and we found their answers to any questions helpful and honest. As a former federal employee, I was not able to justify the cost of LTC insurance offered to us since the cost increased with age each year or so and all investments were "use it or lose it". I learned changes in the laws and changes in LTC policies included policies with an investment/inheritance component. Brian and Madalyn were always available to answer any questions or concerns as they guided me through the review and application process without my feeling pressured to make a decision to purchase a LTC policy/investment. I am comforted in knowing my children will not have to sacrifice their health or their savings to care for me in the future if I am unable to care for myself.

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!!!!