Protect your loved ones from the burden of providing your care by making sure it's funded and managed when you need it. The options for long-term care plans are confusing, and the stakes for your physical, emotional, and financial future are too high to feel uncertain about your decisions. Know you have a plan that protects your loved ones from the burden of your long-term care.
Know you have guaranteed protection and the freedom to decide who cares for you and where you live. Know your wealth is protected so you can enjoy your life and have more money to spend on your loved ones. Our team members have seen their own families suffer the devastating effects of not having a long-term care plan in place, and our stories drive us to protect you and your loved ones from that experience.
525 Advisors has been nationally recognized for three years in a row as a top-selling broker for long-term care. Wow, Brian and Madalyn know the Long-Term Care business! I'm so happy we found them. We feel relief that this is taken care of, and if we don't use it, our kids will inherit most of what we put in.
Know you have guaranteed protection and the freedom to decide who cares for you and where you live. Know your wealth is protected so you can enjoy your life and have more money to spend on your loved ones. Our team members have seen their own families suffer the devastating effects of not having a long-term care plan in place, and our stories drive us to protect you and your loved ones from that experience.
525 Advisors has been nationally recognized for three years in a row as a top-selling broker for long-term care. Wow, Brian and Madalyn know the Long-Term Care business! I'm so happy we found them. We feel relief that this is taken care of, and if we don't use it, our kids will inherit most of what we put in.
Services
Doing what we love while helping others is a pretty special honor for us.
We tell people every day how passionate we are about helping our clients with long-term care planning, and there's a reason for this.
Below, we each share why we do what we do and how our lives led us here.
I'll be the first to admit it: I got into this business purely for selfish reasons.
In 2006, my father died in an accident, leaving my mother on her own.
It brought the family together and forced us to look at her retirement planning in a different light.
We tell people every day how passionate we are about helping our clients with long-term care planning, and there's a reason for this.
Below, we each share why we do what we do and how our lives led us here.
I'll be the first to admit it: I got into this business purely for selfish reasons.
In 2006, my father died in an accident, leaving my mother on her own.
It brought the family together and forced us to look at her retirement planning in a different light.
Once you feel like you understand your options and decide to move forward, this is your next step.
Then, we'll reach out to help you choose the right options and build your custom plan.
Once you submit it, we'll reach out to schedule a meeting to discuss your options.
Unfortunately, if you are taking certain medications or have been diagnosed with certain conditions, you will be uninsurable.
Please refer to the list below to see if this applies to you.
If you have any questions or concerns, please contact our office.
Then, we'll reach out to help you choose the right options and build your custom plan.
Once you submit it, we'll reach out to schedule a meeting to discuss your options.
Unfortunately, if you are taking certain medications or have been diagnosed with certain conditions, you will be uninsurable.
Please refer to the list below to see if this applies to you.
If you have any questions or concerns, please contact our office.
525 Advisors owner Brian Ott hosts a weekly radio show covering all aspects of long-term care.
We will get back to you with an answer to your question.
And if your question is chosen as Question of the Week, we will send you a $5 Starbucks card as our way of saying "thanks."
Attend one of our live events or webinars, listen to our radio show, and use our resources here on the website to learn more about long-term care plans.
Submit our Pre-Screen form, and we'll reach out to help you sort through your options and make the right choices for your situation.
We will get back to you with an answer to your question.
And if your question is chosen as Question of the Week, we will send you a $5 Starbucks card as our way of saying "thanks."
Attend one of our live events or webinars, listen to our radio show, and use our resources here on the website to learn more about long-term care plans.
Submit our Pre-Screen form, and we'll reach out to help you sort through your options and make the right choices for your situation.
Understand your options for long-term care by attending one of our webinars or live events.
As heard on many radio stations (KVI, KOA, KCOL, K-HOW & Others), Brian will be going in-depth about how long-term care insurance plans work and all the new options that are available today.
How the new plans have made planning for long-term care easier and more advantageous than ever.
As heard on KIRO Radio, KVI Radio, and other stations, Brian will be going in-depth about how long-term care insurance plans work and all the new options that are available today.
As heard on many radio stations (KVI, KOA, KCOL, K-HOW & Others), Brian will be going in-depth about how long-term care insurance plans work and all the new options that are available today.
How the new plans have made planning for long-term care easier and more advantageous than ever.
As heard on KIRO Radio, KVI Radio, and other stations, Brian will be going in-depth about how long-term care insurance plans work and all the new options that are available today.
Reviews
Be the first to review 525 Advisors.
Write a Review
