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

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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
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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 changing experience

My wife and I had our policies set up by Barry Brooksby. I must say he is very thorough & professional. Not only did he answer any questions we had, he made sure we had full understanding. He is patient, kind & very knowledgeable. We feel as though not only did we gain an asset in our insurance policy, we gained a new family member. We STRONGLY recommend Barry Brooksby for all of your insurance planning needs!

16 janvier 2025
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for this heartwarming review about Barry! We love hearing that he took the time to ensure your complete understanding and made you feel like family. Your trust means the world to us. Please don't hesitate to reach out to Barry anytime you need assistance!

Noté 5 sur 5 étoiles

5 Star Service

Working with Barry and his team was a very inviting and informative process. Barry's caring and attentive approach translates well with my "whole life" insurance process. His experience and knowledge of protective strategies, infinite banking and big picture thinking gave me confidence in my decisions. I would 100% recommend Insurance and Estate Strategies LLC!

14 décembre 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for this wonderful review! We're so glad Barry's expertise in whole life insurance, infinite banking, and protective strategies helped give you confidence in your decisions. Your recommendation means a lot to us. Remember we're always here if you need anything!

Noté 5 sur 5 étoiles

Barry—Above and Beyond…

Barry goes beyond his expert knowledge of the world of life insurance. He is prompt, accessible and ready to help no matter how small the issue or question. He clearly is a man who loves what he does and that shines through in his every action. Barry didn’t just sell my wife and I a policy—he brought us into his trusted family of resources, advice and guidance. I wish I knew Barry 20 years ago. Also a kudos to Kristen working in the background to make all this tick like a Swiss watch.

1 décembre 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for such a heartfelt review about Barry and Kristen! We're truly touched that Barry made you feel like part of the family, and that his passion for helping clients shines through in everything he does. Never hesitate to reach out - we're always here to help!

Noté 5 sur 5 étoiles

A1 Service

I had talked with Barry many times over the course of me deciding to go with my infinite banking program and he was always helpful with any questions or concerns. Barry has relatable life examples and dumbs the terms down to where even the simplest people could understand the work he is trying to accomplish by helping individuals plan for the future. I highly recommend giving him a call if you ever find yourself needing answers about infinite banking and/or many other financial subjects.

23 octobre 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for this wonderful feedback about Barry! We're so glad his down-to-earth approach and real-life examples helped make infinite banking clear and understandable. If you ever have questions about your program, please don't hesitate to reach out!

Noté 5 sur 5 étoiles

Barry Brooksby's expertise, dedication and genuine care for his clients truly sets him apart.

I recently had the pleasure of working with Barry Brooksby and I couldn’t be more satisfied with the experience. From the very beginning, he demonstrated exceptional professionalism and a deep understanding of the intricacies of IBC and whole life policies.

Barry is very patient and took the time to thoroughly explain all the options available to me, ensuring I understood the benefits and potential drawbacks of each. His responsiveness was impressive, always getting back to me quickly with answers to my questions. His professionalism made the process smooth and stress-free and his willingness to patiently answer all my questions made me feel confident and well-informed throughout the process.

I look forward to continuing to work with Barry and highly recommend him to anyone looking for a knowledgeable and trustworthy insurance agent or wealth coach. His expertise, dedication and genuine care for his clients truly sets him apart.

Thank you, Barry Brooksby, for your outstanding service!

23 septembre 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for this incredible review of Barry! We're thrilled that his expertise in IBC and whole life policies, combined with his patient and thorough approach, made you feel so confident and well-informed. Your trust means everything to us. Don't hesitate to reach out anytime - Barry and our team are always here to help!

Noté 5 sur 5 étoiles

A friend referred Barry to me since he…

A friend referred Barry to me since he was using him for Infinite Banking already. He was very helpful in understanding our situation and offered some options that did what we wanted to do. Would highly recommend.

7 octobre 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for the kind review! We're glad Barry could help you find the right infinite banking solution for your needs. We truly appreciate the recommendation and are here if you need anything!

Noté 5 sur 5 étoiles

Best company and policy

Best company and policy. Thank you Barry! We will definitely come back to you

3 octobre 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for the wonderful feedback! We're delighted you had such a great experience with Barry. Don't hesitate to reach out whenever you need assistance!

Noté 5 sur 5 étoiles

Sektionen för barns och vårdnadshavares hälsoskydd.

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, med hänsyn till familjemedlemmar som bidrar till kärlek, värme och att bygga liknande immunitet för att jämna ut grunden.

5 septembre 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for the 5 star review. Don't hesitate to reach out whenever you need assistance!

Noté 5 sur 5 étoiles

My whole is experience with Barry has…

My whole is experience with Barry has been a weight lifted off my shoulders. He has guided and explained everything in a professional, and easy to understand way. Deciding to to business with him has put me at peace.

21 août 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for this wonderful review! We're so happy that Barry could bring you peace of mind through his clear guidance and explanations. Remember we're always here if you need anything!

Noté 5 sur 5 étoiles

Barry was very easy to deal with and…

Barry was very easy to deal with and extremely knowledgeable.

8 août 2024
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Réponse de Insurance and Estate Strategies LLC

Thank you for the kind feedback! We're glad you found Barry both approachable and knowledgeable. Never hesitate to reach out if you need anything!

Noté 5 sur 5 étoiles

Barry is extremely knowledgable about…

Barry is extremely knowledgable about wealth, finances, and using whole life policies for IBC purposes. I'm confident he got me the best policy possible for my situation. He is passionate and breaks things down into digestible pieces that are easy to understand. And he's not pushy! I feel very fortunate to have him and the Insurance and Estates team in my corner. I would highly recommend working with Barry!

30 juillet 2024
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Réponse de Insurance and Estate Strategies LLC

Thank you for this fantastic review! We're delighted that Barry could help you understand IBC and whole life insurance while finding the perfect policy for your situation. Your trust means a lot to us - please don't hesitate to reach out whenever you need assistance!

Noté 5 sur 5 étoiles

Barry Brooksby is the Best

Barry is the best insurance agent I have ever met. He recently helped set up the high cash value whole life insurance policies for IBC for me and my family. He was there guiding me every step through the process with his vast knowledge on insurance. It helps my decision making process easy and informed. Barry is determined to build a long relationship with his clients and is willing to share his knowledge/experience not only on insurance but also on real estate investment. I am so glad that I found Barry through insuranceandestates.com and I highly recommend this website and Barry if you want to know anything about life insurance, especially IBC (infinite banking).

25 juillet 2024
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Réponse de Insurance and Estate Strategies LLC

Thank you for this wonderful review about Barry! We're thrilled that his expertise helped guide you through setting up IBC policies for your family and that he could share insights beyond just insurance. Your recommendation means so much to us. Don't hesitate to reach out anytime you need assistance!

Noté 5 sur 5 étoiles

Barry Brooksby Feedback

Barry Brooksby has been of great help and is always readily available for support. He is very thorough and polite. We are looking forward to our long-term relationship.

24 juillet 2024
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Réponse de Insurance and Estate Strategies LLC

Thank you for the wonderful feedback! We're so glad Barry's thorough and supportive approach has been helpful. We value our long-term relationships with clients and are always here when you need us!

Noté 5 sur 5 étoiles

Thank you

Barry was straightforward and informative.

5 avril 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for the feedback! We're glad you appreciated Barry's direct and informative approach. Please don't hesitate to reach out if you need anything!

Noté 5 sur 5 étoiles

Exceptional Insurance Agent and Wealth Coach

Barry Brooksby has been my go-to insurance agent and wealth coach for 9 months now. He's incredibly responsive and always on top of things. Barry helped me set up my premium life insurance, demonstrating his expertise in tailoring solutions to individual needs.

His knowledge of concepts like Infinite Banking and high cash value whole life insurance sets him apart. Barry provides reliable, forward-thinking advice.

I highly recommend Barry for anyone seeking a knowledgeable, efficient, and trustworthy insurance agent and wealth coach. His service has been exceptional throughout our partnership.

22 novembre 2023
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for this glowing review of Barry! We're so happy that his expertise in infinite banking and whole life insurance has served you well over these past 9 months. It means a lot to hear you've found our partnership so valuable. Remember we're always here when you need assistance!

Noté 5 sur 5 étoiles

There are many agents who promote Whole…


There are many agents who promote Whole Life Insurance Policies.

And there are many options for how it can be done.

It can be a very complicated and time consuming process to understand what would be the best for you and your family.

Working with Barry Brooksby and his team you will save a lot of time and eventually money.

It is a very efficient process that helps you to eliminate potential mistakes.

Barry will structure for you the policy that would be perfectly tailored for your situation.

And if you decide to utilize all the benefits that your policy can provide you in combination with IBC (Infinite Banking Concept),

Barry will develop for you the best strategy to do it the right way.

12 juillet 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for this detailed and thoughtful review! We're thrilled that Barry could help streamline the complex process of selecting and structuring the right whole life policy for IBC. Your trust in his expertise means everything to us. Please don't hesitate to reach out if you need any assistance with your policy or strategy!

Noté 5 sur 5 étoiles

Quickly contacted great service

Quickly contacted and provided all forms and info to read. Great service!

5 juillet 2024
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Réponse de Insurance and Estate Strategies LLC

Thank you for the feedback! We're glad we could provide you with prompt and efficient service. Never hesitate to reach out if you need anything!

Noté 5 sur 5 étoiles

Barry is professional every step of the…

Barry is professional every step of the way. As a licensed agent myself I appreciated experiencing his process. Attention to detail every step of the way. Thank you Barry!

30 avril 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for this wonderful review, especially coming from a fellow licensed agent! We're delighted that you appreciated Barry's professional process and attention to detail. Don't hesitate to reach out if you need anything!

Noté 5 sur 5 étoiles

Financial partner for life

Barry is extremely personable and genuine. Also he is very patient and easy to work with, and his team is equally efficient and streamlined. Would recommend to anyone.

4 juin 2024
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Réponse de Insurance and Estate Strategies LLC

Thank you for this wonderful feedback! We're thrilled that you've found Barry and our team both personable and efficient. Your recommendation means a lot to us - please don't hesitate to reach out if you need anything!

Noté 5 sur 5 étoiles

Very knowledgeable

Very knowledgeable, super helpful with the process and resourceful. I recommend them to everyone.

3 juin 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for the kind review! We're glad we could be helpful and informative. We really appreciate your recommendation, and we're here whenever you need assistance!

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