Insurance and Estate Strategies LLC Avis 

308
•
TrustScore 5 sur 5

5,0

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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

Denise helped with Whole Life policy

Denise worked with me to get my whole life insurance policy structured and active. She was very responsive to all my questions, and I felt very comfortable discussing my goals with her. I look forward to working with her in the future.

9 mars 2026
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Charles, thank you. Structuring is the part that decides whether a whole life policy does what you wanted it to, so I am glad Denise took the time to get it right and to make you comfortable asking questions along the way.

She will be there for the long haul. Reach out anytime.

Best regards,
Jason

Noté 5 sur 5 étoiles

Open notes…

You know when you spend months studying and researching in preparation for a big exam; only to find out the day of that it’s an open book test? That’s the best way I can describe my experience with Barry. I dedicated so much time researching insurance companies, policy structures, brokers, etc. only to find Barry who had all the answers. Once I saw my illustrations, I knew I made the right choice. Thanks Barry.

24 février 2026
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Fernando, thank you, and that is the best description of it I have read.

Though I would argue the months were not wasted. When the illustrations came back you knew exactly what you were looking at, and most people do not. That is why you could decide as quickly as you did.

Reach out anytime.

Best regards,
Jason

Noté 5 sur 5 étoiles

Excellent advice on life insurance

Excellent advice on life insurance. Great coverage recommendations and companies that provided comprehensive service.

20 janvier 2026
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you. Getting the coverage right and getting you to a carrier that actually services it are two separate jobs, and both have to land.

Glad they did. Reach out anytime.

Best regards,
Jason

Noté 5 sur 5 étoiles

Barry has been very helpful in…

Barry has been very helpful in answering my questions and helping me build wealth for me and my family in the future. He explains the ‘why’ the ‘how’ and all in common terms!

20 février 2026
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Réponse de Insurance and Estate Strategies LLC

Robert, thank you. Glad Barry has been a help to you and your family.

Reach out anytime.

Best regards,
Jason

Noté 5 sur 5 étoiles

Denise was so very helpful throughout…

Denise was so very helpful throughout our entire process. Appreciate her patience during all of our questions. She is very knowledgable about the product and space. Her service is greatly appreciated and highly recommended!

1 février 2026
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you. Denise never rushes anyone, and I am glad that came through.

Reach out anytime.

Best regards,
Jason

Noté 5 sur 5 étoiles

Barry is immensely excellent and…

Barry is immensely excellent and knowledgeable to work with. He helps to guide you thoroughly with Whole Life/IBC process and ensures confidence in the financial decisions to enrich your future. Definitely recommend!

4 février 2026
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Clayton, thank you. Glad the IBC side of it made sense and that you came out of it confident in the decision.

Reach out anytime.

Best regards,
Jason

Noté 5 sur 5 étoiles

Policy Review & Progress

My agent took the time to discuss my policy features and options with me and answered all of my questions.

29 janvier 2026
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Réponse de Insurance and Estate Strategies LLC

Jonathan, thank you. Reviewing a policy that is already in force is the part that is easiest to let slide, so I am glad yours got real time on the calendar.

Reach out anytime.

Best regards,
Jason

Noté 5 sur 5 étoiles

Barry is so great to work with

Barry is so great to work with! He is very patient with all of our questions!

26 janvier 2026
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Audra, thank you. Ask him as many as you want. That is what he is there for.

Reach out anytime.

Best regards,
Jason

Noté 5 sur 5 étoiles

Work with Barry Brooksby!

Barry was wonderful to work with. His YouTube videos caught my attention and now I'm a customer for life! He explains your policy in detail and is there to answer your questions each step along the way.

31 juillet 2025
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Crystal, thank you. Good to hear the videos were what brought you in. We make those without knowing who is on the other end, so it helps to find out now and then.

Glad Barry took it from there. Reach out anytime.

Best regards,
Jason

Noté 5 sur 5 étoiles

Barry Brooksby is an EXPERT

Barry Brooksby is professional, informative, and incredibly accommodating. Several months after Barry wrote our initial policy we needed to take a loan and he was STILL accessible. We have since had Barry create three additional properly structured policies and will be writing one for our new grandchild this month.

24 décembre 2025
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Réponse de Insurance and Estate Strategies LLC

Jeff, thank you. The loan is the part of that story that matters most. That is the moment the whole thing either works the way it was explained or it does not, and it is also the moment a lot of agents have gone quiet.

Four policies and one on the way for a grandchild says the rest. Congratulations on the new addition.

Reach out anytime.

Best regards,
Jason

Noté 5 sur 5 étoiles

Building towards the future

I was able to get really good information on what would work best for me at the current time. Helping me to build a better future for my family.

10 décembre 2025
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Réponse de Insurance and Estate Strategies LLC

Justin, thank you. What works right now and what works in ten years are not always the same thing, and getting the first one right is what makes the second one possible.

Glad you have a direction for your family. Reach out anytime.

Best regards,
Jason

Noté 5 sur 5 étoiles

It was very simple

It was very simple, created exactly what I needed and answers all the questions that I could come up with.

10 décembre 2025
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Jaylen, thank you. Simple is harder to produce than it looks, so that is a good word to hear.

Best regards,
Jason

Noté 5 sur 5 étoiles

Great experience, highly recommend

Barry was great to work with, is easy to talk to, and very knowledgeable. He helped me come with a plan that worked great for me. Highly recommend!

18 septembre 2025
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Eric, thank you. The word I like there is yours. A plan that works great for you is not the same as a plan that works great in general, and only one of those is worth building.

Reach out anytime.

Best regards,
Jason

Noté 5 sur 5 étoiles

Barry is one of a kind

Barry is one of a kind. During our one-to-one meetings, I found him to be as warm, personably, and diligent as he is portrayed in his dozens of YT videos. He patiently listened to my needs and offered thoughtful (not cookie-cutter) suggestions. He has tons of experience and loves to help others find their path to financial freedom. Highly, highly recommend him.

29 octobre 2025
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Réponse de Insurance and Estate Strategies LLC

Chad, thank you. Being the same person on a call that you are on camera sounds like a low bar until you meet enough people who are not.

Glad the suggestions felt built for you rather than pulled off a shelf. Reach out anytime.

Best regards,
Jason

Noté 5 sur 5 étoiles

Bringing Simplicity to a World of Complexity

Barry is very personal and truly cares. He has gone the extra mile to ensure I understand the complexities in life insurance. I guess I could say he brings simplicity to a world of insurance complexity. I did my due diligence and shared my plan with competitors who said "this thing is bullet proof". No more to be said.

11 novembre 2025
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Brian, thank you. You did the thing more people should do, which is take the plan to people who had every reason to find a hole in it.

That it came back clean means more than anything we could have told you ourselves.

Best regards,
Jason

Noté 5 sur 5 étoiles

Excellent

Barry's knowledge is above par - he took time to find out what our goals were and was able to assist us to strategies and put us on the right track to reach those goals

28 octobre 2025
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Elsa, thank you. Goals first, strategy second. It only works in that order, and it is remarkable how often it gets run backward.

Glad you are on track. Reach out anytime.

Best regards,
Jason

Noté 5 sur 5 étoiles

Barry has a wealth of knowledge that he…

Barry has a wealth of knowledge that he is very willing to share to help his clients. Appreciate his guidance and direction in helping me navigate the concepts of the infinite banking system…

27 octobre 2025
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Jerome, thank you. Glad the infinite banking side of it is starting to make sense. It usually clicks all at once.

Best regards,
Jason

Noté 5 sur 5 étoiles

Whole life insurance

Barry is a highly professional and dedicated insurance agent who truly stands out. His passion for helping clients and his deep knowledge of whole life insurance made the entire process smooth and transparent. Barry goes the extra mile to ensure his clients fully understand their options and feel confident in their decisions. I truly appreciate his professionalism, care, and commitment to excellent service.

30 septembre 2025
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you. Glad the process was smooth and that you came out of it understanding your options.

Best regards,
Jason

Noté 5 sur 5 étoiles

Good experience so far

Barry was thorough and patient in answering all my questions. Also, the benefits of this type of policy cannot be over-emphasized,as I am comforted by the fact that not only the death benefit grows but the cash value also. I just started a couple.months ago but im looking forward to borrowing from the cash value as it is the most affordable way to build wealth! I'm pleased with the progress so far.

18 septembre 2025
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Réponse de Insurance and Estate Strategies LLC

Dionne, thank you. A couple of months in is early, and the fact that you already understand how the pieces move puts you ahead of most.

When you are ready to take a loan, talk to Barry first so you get the timing and the structure right. That conversation is worth having before you need the money rather than after.

Best regards,
Jason

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