The Long-Term Care Planning Process:
Please know, we are here to help people in designing a plan and moving forward with the application process when you’re ready. We are not here to sell or pressure. Many people take quite some time to think about and design a plan that feels right for them. So please move at your own pace. The reason we do so much work prior to setting up a meeting is because we know everyone’s time is valuable. We do not charge for our time.
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.
The application process for long-term care plans is complex. You’ll be guided through it to make sure your plan is accepted.
There are 5 harmful misconceptions we hear the most about long-term care plans, and we see far too many people miss out on the protection they need because of them. Downloading this free resource will clear things up so you can make sure your care is funded and managed when you need it.
525 Advisors owner Brian Ott hosts a weekly radio show covering all aspects of long-term care.
Saturday Mornings
8AM on 97.3 FM
Saturday Mornings 9AM
Sundays 12PM on 570 AM