Fill out your Pre-Screen Form to Start the Process!
Once you feel like you understand your options and decide to move forward, this is your next step. Submit the Pre-Screen Form below. Then, we’ll reach out to help you choose the right options and build your custom plan.
The form below is entirely confidential.
Our expert team uses this form to understand which plans you qualify for and which one may fit your situation the best. 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.
Antabuse®, Aricept®, Artane®, Avonex®, Azilect, Betaseron®, Campral®, Cogentin®, Cognex®, Comtan®, Copaxone®, Depade, Donepezil, Eldepryl®, Exelon®, Fentanyl, Galantamine, Hydergine®, Interferon®, Larodopa®/L-Dopa, Lucemyra, Memantine, Methadone, Mirapex®, Namenda®, Namzaric, Parlodel®, Permax®, Razadyne®, Reminyl®, ReVia®, Rivastigmine®, Sinemet®, Suboxone®,
Symmetrelº, Vivitrol®
Some of these medications may be considered if taking for a different reason than normally prescribed.
You’ll be guided through designing your plan and the application process to make sure your plan is accepted.
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.
You’ll be guided through designing your plan and the application process 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.
Saturdays at 10am
Saturdays at 6am
Sundays 12PM on 570 AM
Saturdays at 7am
