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525 Long Term Care

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95.66  Rating Score™
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Of 119 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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114 Total Reviews
5.0
topratedlocal.com
114 reviews | 5 average
google.com
5 reviews | 4.2 average
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114 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 31-40 of 114 items.

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.

1 review

Very grateful I found Brian and his team. I would recommend them without the slightest hesitation. The structured nature of the process really stood out to me. It sort of forces you to meet Brian and his team half-way with a fair amount of self-education and self-advocacy. You’re required to think about the options, trade-offs, what is important to you, etc. If you make the time investment in education, and are open and honest throughout the process, I really think you’re going to land on the best long term care solution. Brian isn’t really a salesman. Feels more like a partner in a way. Options are presented, not pushed. Definitely nothing like buying a car or perhaps some other insurance products. Madeline and Kristen are exceptional. Incredibly efficient. Emails get a prompt reply, scheduled calls start on time, etc. You get the impression nothing falls through the cracks. Bottom line, in the world of long term care insurance, I really don’t think you can do better than working with Brian and his team at 525 advisors. I’m very grateful that they’ve helped to provide the peace of mind knowing my wife and I will never be a burden on our family. It feels great knowing that an inheritance, and a positive legacy, will be guaranteed.

1 review

We are so happy with our experience with 525 Long Term Care. This is a hard topic to face both from an emotional standpoint and a financial standpoint. Both Brian and Madalyn were so helpful and the process was based on education not high pressure and we really felt comfortable with the decision we made on the policy we chose. If this is something you are considering for your aging/care toolbox, I would highly recommend talking to them about the options available to you.

1 review

Brian and Madalyn are really excellent. They are endlessly patient in explaining the details of this frankly scary subject, and channeled me into a strong, personalized decision that makes good sense. I would recommend them with no hesitation.

1 review

Verified
Brian and Madalyn at 525 Advisors made the process of choosing the right long-term care insurance a pleasure. We had purchased a policy many years ago but the premiums became so expensive, we needed to find another solution and we had lost all faith and trust in the old insurance company. Enter 525 Advisors. Brian and Madalyn are both knowledgeable about the industry, insurance companies and all the issues surrounding making the right choice. They represent a number of top-notch companies and there is no pressure to purchase. We also witnessed them pulling a rabbit out of the hat to meet some very aggressive timelines we imposed upon them and they came through with flying colors. I would recommend them to all my friends and family. And I seriously recommend everyone at least exploring ensuring themselves against the unforeseen and often times predictable need for very expensive long term care.

1 review

Verified
Working with Brian and Madalyn was a great experience. I listened to their webinar twice, compared their products to other companies, and realized they offered the most comprehensive plans. We had a phone conference with Brian, and he listened to all our concerns, answered all our questions, and helped us choose the best plan for us. I took their prospectus to our CPA for his input, and he was impressed, as well. I have recommended them to my children, too. Attend a webinar, talk to Brian and Madalyn, and you’ll discover a company you will feel very comfortable having on board with your financial plan!

1 review

Verified
I restarted my quest to find a LTC policy, THIS time with 525 Long Term Care Advisors. I started listening to Brians weekly radio show and joined a Webinar with him and Madalyn. The information was invaluable in helping me to complete the process. Both Brian and Madalyn are very informed and intuitive. They answered all my questions in personal phone calls and emails. They recognized my issues, to help me select a plan that will best meet my needs for the future. I highly recommend them.

1 review

Verified
5 major lessons: 1) We knew we would invest $250k, lump sum, from my 401(k) using a fixed monthly max payout of $8k, or less for months unlimited, or less with a inflation rider. 2) If we didn't use up to what we had roughly put in, we would get some back to our estate. 3) Despite my prostate cancer, I was accepted, 4) Concierge service to help with LTC later if needed, 5) LTC payback could be twice what we had invested. Brian and Madalyn helped answer all of our questions and we didn't feel pressured in any way on which route we finally chose to go.

1 review

Verified
Both my wife and I were seeking LTC insurance. We had been told that because of our cancer treatments LTC insurance was remote for my wife and unavailable for me. The folks at 525 Advisors took on our challenge and found LTC insurance for both of us. They were responsive to all inquires - they were proactive!

*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.