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Long-Term Care Learning Center


1. If you’re new to this, our educational resources offer a helpful overview. If you’re already well-informed, feel free to skip ahead.

Long-term care insurance isn’t about finding the cheapest quote—it’s about designing a plan tailored to your health, family, finances, and retirement goals. Today’s newer plans are also far more efficient than traditional options. We encourage you to learn how these plans work, and when you’re ready, we’ll guide you through the process. Here are some resources to help you get started. If you’d like a more personal conversation, please don’t hesitate to reach out.

Download Our Guide: 5 Harmful Misconceptions about Long-Term Care Plans

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.

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2. Complete our PreScreen Form to confirm your eligibility—an essential step before designing your plan.

Long-term care insurance plans can differ greatly based on how healthy you are. Our expertise is guiding you to a plan you will qualify for and that will fit best for your needs.

3. After confirming what you qualify for, we’ll schedule a call to review your needs and build your custom plan.”

Explore Our Website!

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Start Here

This overview will give you the basics about long-term care plans.

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See Your Options

These pages give an overview of the different plans that are available.

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Dig Deeper

The resources below will take you further in your understanding.

Listen to Our Podcast

525 Advisors owner Brian Ott has hosted a highly informative series covering all aspects of long-term care, with an extensive library of past episodes available.

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Watch a Webinar

Get a thorough overview of all things long-term care plans. Choose to attend a live webinar online or watch our videos on-demand right now!

Here’s How You Find the Right Plan

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1. Learn About Long-Term Care

Watch one of our webinars, listen to our podcast, or explore our website to learn how long-term care plans work.

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2. Submit a Pre-Screen Form

Our Pre-Screen form helps you find out if you qualify for a long-term care plan.

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3. We’ll Get You Approved

We help you design a custom plan and guide you through the application process.

Lifetime Benefits Plan

Ensure lifetime benefits that never run out.

Cash Indemnity Plan

You can pay a family member.

Savings Based Plan

$1 turns into $3 tax-free for LTC.

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Watch our educational overview of Long-Term Care!