Client of the Month March 2016
A Hybrid 20-pay with guaranteed level premiums gives them meaningful coverage! A 64 & 57 year old couple had long-term care policies but after reviewing
State Partnership Program
More Premium Stability for Traditional Plans
From the very beginning, long-term care insurance carriers have struggled to find the balance between acceptable risk to take on and premiums to charge for
525 Updates: Seminar & Radio
We have a lot planned for 2016 at 525 Advisors. As many of you know, our goal is to help our clients protect their family
Client of the Month January
Female 62, State Partnership Program This client was worried about having to spend through her retirement savings should she end up in a long-term care
Client of the Month September 2015
State Partnership Plan A 64 year old woman wanted to look into limiting the financial risk of a long term care situation. She was worried
Medicaid Spend-Down Rules & How to Protect Additional Assets
In Washinton State, Medicaid Spend Downs rules allow an individual to keep the following assets but must get rid of anything in excess in order