Insurance and Estate Strategies LLC Avis 

Barry Brooksby has been professional, courteous, and respectful every step of the way. He made sure all of our questions were answered, gave us the confidence to move forward, and took the time to make sure we understood how to strategically use our IBC policy. Barry is also very willing to share his financial wisdom, which has become an integral part of our wealth management. We're grateful for his guidance and look forward to continuing a long and prosperous relationship with Barry...

As a financial advisor, Barry couldn't be more helpful. He is transparent in telling you about the short comings of standard life insurance policies. He directed me straight to infinite banking and warned me against everything else including government 401k and IRA account WITH evidence. This was great because the two advisors I met with prior to finding Barry didnt seem to understand the infinite banking policy I was after and wanted to push high cost/high commission policies the take almost a decade to breakeven.

I first talked to Barry and his team about 5-6 years ago about acquiring a policy. Even though I couldn't finish the process, he still made himself available to answer any & every 1 of my questions. Since acquiring one, the service & bespoke approach has been superb & I plan to return for another policy or 3 soon!

I found Barry through his instructive video where he demonstrated his intricate knowledge of the nuances of the different types of whole life plans. He guided me to the plan that best fit my goals for the future and explained all the nuances in a manner that made it easy for me to understand. He is a resource for his clients beyond just life insurance and I am ecstatic to be able to continue to benefit from his financial knowledge and experience. I highly recommend him for your financial planning needs.

Working with Barry has been unbelievably easy. He has an impressive ability to translate complicated financial information into simple terms, which I need! His manner is supportive and informative—I feel like he’s a real advocate for my financial health. In short, he’s exceptional!

I have been meaning to drop a review for Insurance and Estate. The fact that I am circling back a few months later to provide my review shows how much I appreciated working with Barry Brooksby @ Insurance and Estate.

Barry handled my application for life insurance coverage with care and patience. I had just been laid off from work and was unable to convert my employer provided group insurance to my own, for the time when I was in between jobs, I felt completely vulnerable for my family were something to happen to me. For those of you who are relying on employer group insurance beware, you will lose coverage when you get laid off or lose the job. Employer group life insurance are designed in such a way that you cannot afford to convert them into personal life insurance when you leave your employer or lose your job. That said, Barry took time to understand my family needs and goals for acquiring life insurance and patiently worked to meet the goals. Barry presented me with best insurance carriers for my specific needs and submitted an application to each of them. When my bloodwork come back with discrepancies that I new were lab errors claiming that I had a condition I knew I did not have, Barry carefully listened to my explanation and proceeded to petition for another review of my lab work and medical history. When the insurance companies refused, I decided to redo the blood work upon Barry’s advice, he believed in me instead of dismissing me for having spent 3 to 4 months in the application process without closing on a policy, my needs and goals were his priority.

Needless to say, my blood work redo confirmed my health status and corroborated my medical history, Barry resubmitted the bloodwork to the same insurance carriers and got me competitive coverage options that meet my family’s needs and goals.

Barry’s service is professional, compassionate, and client centered. I highly recommended Barry and Insurance and Estate. I will surely use Insurance and Estate in the future as my family’s needs evolve.

Kevin W.
Maryland

Clear answers to questions and quick responses

Barry has been wonderful - easy to talk to, knowledgeable and proactive. I look forward to working with him for the long term.

Barry took the time to listen to my concerns and even reviewed my policies from another agent. He showed what was good on one policy and changes that could be improved on another. Never any pressure to make changes. He gave me options and allowed me to dr ide on my time. I’ve since moved my policies over to his agency. I highly recommend him.

Barry Brooksby helped set up my life insurance policy, his level of service is top notch. I appreciate all his help. It was truly a great experience.

Barry Brooksby is the real deal. In a world full of salespeople, Barry stands out as a genuine educator, advisor, and steward of long-term wealth planning. His patience, integrity, and depth of knowledge immediately inspire confidence.

Every interaction has been professional, transparent, and educational. His team, especially his administrative assistant, has been fantastic to work with as well.

I’m currently reading Barry’s new book, Live Rich, Die Rich, and it reflects the same wisdom and practical guidance that he brings to his clients.

We trust Barry enough that we’re already looking at similar planning strategies for our children. That’s probably the strongest endorsement we can give.

Highly recommended.

After reading about the Infinite Banking Concept (IBC), I decided to adopt the concept. But I needed to find the right policy for my goal. Luckily I found Barry Brooksby. Mr. Brooksby created a whole life policy which complied with the concept and excelled at creating cash value in accordance with the IBC. He is knowledgeable and a patient explainer of how whole life works and how to make sure I was buying the best policy. He helped me with the application process. I couldn’t have asked for a better guide. It was a great experience. If you are in the market for whole life, I highly recommend Mr. Brooksby and his team.

Barry is extremely knowledgeable and explains everything so well.

Barry did an excellent job from start to finish making sure both myself and my parents were comfortable with the process. His assistance were also attentive and responsive, ensuring that we had timely updates when needed

Barry Brooksby is a standout expert and a true advocate for anyone looking to master their finances. Between his incredible educational resources at InsuranceAndEstates.com and his leadership at Focus Wealth Group, Barry provides a level of clarity and service that is hard to find elsewhere.

He is a gifted communicator and a master teacher of the trade. Barry doesn't just provide a service; he ensures you understand the 'why' behind every strategy. He is accessible, honest, and deeply customer-oriented, always making sure you feel supported and informed.

If you want to work with an industry expert who operates with total integrity and treats your goals as his own, I highly recommend Barry Brooksby. Whether you are just starting to learn at Insurance and Estates or ready to take action with Focus Wealth Group, you are in the best possible hands.

Highly recommended. Great service and great value for money.

Barry was wonderful to deal with. Educational first! That’s his goal and he definitely delivers as much education and support as is needed. Highly recommended for guidance and advising.

I've had a great experience working with Barry to open my insurance policy. From start to finish, he is a true professional, responsive, and extremely knowledgeable. He took the time to answer every question I had, making sure I fully understood my options and felt confident in my decisions.

With focused determination, we set out to ensure meeting our family's long-term and short-term needs. We interacted with several agents and agencies before finding I&E and Barry Brooksby. From the start, we recognized Barry was different from the numerous other agents with whom we interacted. He oozed compassion, concern, and integrity. I&E offered a treasure trove of information and "mentoring" to solidify our decision, but Barry sealed the deal. He ensured we were comfortable with our decision, patiently answered our many questions, and restored our trust in the industry following a couple of very bad experiences. Our whole experience with Barry was completely different as he not only restored our confidence that we were on the right path given his deep subject matter knowledge, but that we were dealing with a professional who truly cared about others more than he cared about himself. The path we carved through other agencies before finding I&E was painful and immensely frustrating, but Barry's welcoming and helpful spirit made the journey worth the experience. Barry Brooksby is the consummate professional for whom a parent would have zero hesitations of referring their children to buy a policy and, in fact, we have. When the time comes to add to our policies, we will seek out Barry, as the relationship continues even after our policies were in hand and the purchase completed.

Barry was very efficient and helpful