Insurance and Estate Strategies LLC Avis 

308
•
TrustScore 5 sur 5

5,0

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Lisez les avis des autres

Noté 5 sur 5 étoiles

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 mak... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

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 wa... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

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. S... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

Pålitlig livförsäkring för familjer som barn för en stabil framtid. Samla in pengar till stipendier för våra nära och kära, förbereda och förhindra det oväntade, möjligheten att dåliga saker händer, m... Voir plus

L'entreprise a répondu

À propos de l'entreprise

  1. Compagnie d'assurance vie

Écrit par l'entreprise

Insurance & Estates (I&E) was founded by estate planning attorneys who discovered that truly wealthy families weren't following conventional financial wisdom, they were using powerful strategies that most people never learn about. Our mission is to make these wealth-building and protection strategies accessible to everyone through education and properly designed life insurance solutions. Our team of Pro Client Guides specializes in helping families understand and implement strategies like infinite banking, retirement planning, college funding, and legacy creation. We're not traditional insurance agents. We're educators and guides who take the time to understand your unique goals and situation before recommending any solutions. What sets us apart is our comprehensive educational approach. Through our extensive library of free resources, including blog articles, videos, and guides, we help you understand complex financial concepts in simple terms. We believe that informed clients make better decisions for their financial future. Whether you're looking to protect your family, build tax-advantaged wealth, fund your children's education, or create a lasting legacy, our team provides personalized guidance every step of the way. We work with top-rated insurance companies to ensure you get the right solution for your specific needs. Our commitment doesn't end when you get a policy. We maintain long-term relationships with our clients, providing ongoing support and adjusting strategies as your needs evolve. From young families just starting their financial journey to successful business owners looking to optimize their wealth strategy, we're here to help you achieve your financial goals through what we call "The Ultimate Asset" - properly designed life insurance. Discover why thousands of families have chosen Insurance & Estates as their trusted partner in building and protecting their financial future.


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5,0

Excellent

TrustScore 5 sur 5

308 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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5,0

Tous les avis

(308)

33 avis reçus au cours des 12 derniers mois

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Noté 5 sur 5 étoiles

Life Insurance

My experience with Barry Brooksby was great and couldn’t have went smoother. He took me through every step and process it took to starting life insurance. I felt that I could trust him going forward and started my life insurance policy with the help of him!

9 juillet 2022
Avis spontané
Noté 5 sur 5 étoiles

My IBC Policy

Thanks Barry, I appreciate you helping me navigate and understand my policy! Very communicative and willing to answer all questions. Thank you!

19 juin 2022
Noté 5 sur 5 étoiles

So great, thanks.

I was researching different ways one could make their hard earned money work for them and be safer than a bank or (what I believe) the state of the current stock market. I came across the infinite banking strategy and thought to myself, this makes a lot of sense. I want to learn more. I had a consultation with Barry and my confidence with this strategy grew. His knowledge in this subject, his calm and confident demeanor, and ability to be fully present during our conversations makes me feel that this is a great choice for my finances. I am excited to watch my hard earned money make money while it’s making money! (If that doesn’t make sense to you, call Barry, he’ll explain it.)
Thanks to you and your team.
Michal Ragsdale

10 juin 2022
Avis spontané
Noté 5 sur 5 étoiles

Don't look any further

Barry is absolutely amazing. Before I met Barry, I spoke to a few different agents about implementing the IBC concept but none of the illustrations provided were anywhere close to what Barry drew up for me. He is transparent, kind, and amazing to work with. He will be the only agent I will work with (and refer people to) when opening up policies in the future.

14 mai 2022
Avis spontané
Noté 5 sur 5 étoiles

Denise was excellent to work with

Denise was excellent to work with, she was very patient in explaining how it works and the benefits of the plan. Super helpful since we’re new to this type of product. I highly recommend her for any insurance products, very knowledgeable and not pushy!!

10 mai 2022
Noté 5 sur 5 étoiles

Denise Boisvert is responsive

Denise Boisvert is responsive, professional, helpful and knowledgeable. She was able to answer all the questions I had with a high-level of expertise and without any delay or need to get back to me. I highly recommend consulting Denise if you're considering a quality life insurance product!

2 mai 2022
Avis spontané
Noté 5 sur 5 étoiles

Infinitely grateful for Barry

Barry was attentive and generous with his time. He offered his knowledge and made me feel at ease while giving me thorough and honest feedback. He wasn’t salesy but educational. He really believes in his product and moves with integrity. The respect and appreciation I have for this man is huge. A pleasure to work with him.

13 avril 2022
Avis spontané
Noté 5 sur 5 étoiles

Great!

Barry made this process so easy for us. Would definitely recommend for friends and family!

12 avril 2022
Avis spontané
Noté 5 sur 5 étoiles

I would recommend

Denise was very knowledgeable on whole life policies and getting the most cash value. I appreciated the fact that the experience did not feel like a pressure sale.

6 avril 2022
Avis spontané
Noté 4 sur 5 étoiles

Denise Boisvert

Denise Boisvert was great. She was very patient with me and when I was ready to complete the process she was there without any questions.

6 avril 2022
Avis spontané

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