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.