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.


Coordonnées de contact

5,0

Excellent

TrustScore 5 sur 5

308 avis

5 étoiles
4 étoiles
3 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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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

New Insurance agent - great experience

Appreciate the communication and explanations as I went through the process of acquiring my new insurance policy. Quick responses and easy to talk to. Highly recommend.

2 mai 2024
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Réponse de Insurance and Estate Strategies LLC

Thank you for sharing your experience! We're glad you found the communication clear and responsive throughout your policy process. Never hesitate to reach out if you need anything!

Noté 5 sur 5 étoiles

Experienced!

Barry took time to match me with a policy that fit my goals as well as review current policies I have in place. Would recommend to anyone looking to start an infinite banking policy!

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

Thank you for the wonderful review! We're so glad Barry could help find the right policy for your goals and provide that valuable policy review. If you need any help with your infinite banking strategy, don't hesitate to reach out!

Noté 5 sur 5 étoiles

Look no further than Insurance and Estates!

I've had the pleasure of working with Barry who has provided the care and consideration of my situation to attain the best option for my financial future. There are many agents to choose from, but I found I&E. I visited and perused their website information and watched their educational videos, which really sealed the deal for me in deciding who to work with. Education is key and when I decided to get started, I could not be happier in choosing I&E. Barry's knowledge, expertise, and attention to details gave me confidence in the decision I made with my whole life policy. I highly recommend I&E to anyone needing help with their financial and wealth building strategies. I am excited about actively building a plan to secure my financial future and that of my family through whole life insurance strategies, including long-term care options! Thank you Barry for your guidance and thank you I&E Team!

11 avril 2024
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Réponse de Insurance and Estate Strategies LLC

Thank you for this incredible review! We're thrilled that our educational resources helped you find us, and that Barry's expertise gave you confidence in your whole life and long-term care planning decisions. Your trust means everything to us. Don't hesitate to reach out whenever you need guidance with your wealth-building strategy!

Noté 5 sur 5 étoiles

Barry is TOP NOTCH

Barry is top notch! Our topic of conversation is still a newer one and he makes it all so easy to understand! And he helps make sure I fully understand what is going to work best for me and my goals. Very excited for the future with Barry on the team!

26 mars 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for this fantastic review! We're delighted that Barry could make complex concepts easy to understand and align with your goals. We're excited to be part of your journey - don't hesitate to reach out anytime you need guidance!

Noté 5 sur 5 étoiles

Denise B was a pleasure to work with

Denise B was a pleasure to work with. The entire process was quick and easily understood.

10 mars 2024
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Réponse de Insurance and Estate Strategies LLC

Thank you for the kind feedback about Denise! We're glad she made the process quick and clear for you. Never hesitate to reach out if you need anything!

Noté 5 sur 5 étoiles

Found my guy

I feel very fortunate to have found Focus Wealth and Barry Brooksby to help navigate the murky waters of life insurance, estate planning, and retirement. Other agencies offered me a lot of salesmanship that is heavily weighted for their own benefit. Barry made the effort to build a relationship that clearly placed the goals of my family as the priority. I could not achieve the right plan through my local neighborhood agent, like I would have preferred, but Focus Wealth Group has that feeling of being right around the corner!

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

Thank you for this wonderful review! We're touched that Barry made you feel like we're right around the corner while putting your family's goals first. Your trust means a lot to us. Please reach out anytime you need guidance with your planning!

Noté 5 sur 5 étoiles

Denise was very patient with all my…

Denise was very patient with all my questions and answered them all in a way that I totally understand. The process was painless and was easy to execute!

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

Thank you for the great feedback about Denise! We're so glad she could answer all your questions clearly and make the process easy for you. Don't hesitate to reach out if you need anything!

Noté 5 sur 5 étoiles

The Best

Barry is hands down the best advisor in whole life insurance and provides unbiased advice for whole life insurance policies for Cash Value life insurance for IBC or infinite banking. He’s equally intelligible about creating a trust to protect your family and legacy. He’s someone that genuinely cares about protecting my family’s future and legacy and someone I would call a genuine friend. I will definitely be working with him again in the future as my needs continue to grow.

29 février 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for this incredible review! We're so touched that you found Barry to be both an expert advisor in whole life insurance and IBC, and a genuine friend who cares about your family's future. Looking forward to continuing to support your growing needs - don't hesitate to reach out anytime!

Noté 4 sur 5 étoiles

Working with Barry was easy

Working with Barry was easy. I didn’t fully know what I was looking for and not completely sure what I needed. I should have done more research as to how I wanted my policy set up. I feel like the closing process was rushed and felt a little pressured to sign the forms.

22 février 2024
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Réponse de Insurance and Estate Strategies LLC

Thank you for your honest feedback about working with Barry. We appreciate hearing that the initial process was easy but understand your concerns about the closing feeling rushed. We'll use this feedback to improve. Please reach out if you'd like to review your policy setup or have any questions - we're always here to help!

Noté 5 sur 5 étoiles

Barry has been fantastic

Barry has been fantastic, very helpful! Responded quickly to all questions and concerns

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

Thank you for the great feedback! We're glad Barry was so responsive and helpful with all your questions. Don't hesitate to reach out if you need anything!

Noté 5 sur 5 étoiles

I must decrease so Jesus can Increase

being able to be my own bank lead by the Holy Ghost, lead by the integrity of Gods word made manifest in my life, to include the wealth to advance his kingdom on earth

20 février 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for sharing your spiritual perspective on infinite banking! We're glad we could help align your financial strategy with your faith and kingdom-focused goals. Please don't hesitate to reach out if you need any assistance!

Noté 5 sur 5 étoiles

Satisfied with service & process

The deep insurance knowledge of Barry

14 décembre 2023
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for the kind feedback! We're glad you appreciated Barry's expertise. Don't hesitate to reach out if you need anything!

Noté 5 sur 5 étoiles

Barry is fantastic!

20 janvier 2024
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Réponse de Insurance and Estate Strategies LLC

Thank you for the enthusiasm! We're thrilled you had such a great experience with Barry. Don't hesitate to reach out if you need anything!

Noté 5 sur 5 étoiles

Cannot say enough good things about Barry!

I had the pleasure of working with Barry to obtain a whole life cash value insurance policy. Barry's approach was exceptional. He dedicated ample time to inform and educate me about the policy, demonstrating a commitment to transparency. Notably, he never applied pressure, and when I posed questions or challenges, he responded with factual information and case studies. Working with him was an absolute delight. The emphasis on education throughout the process truly set Barry and his team apart. I foresee a long-term relationship and anticipate engaging Barry for future policies, including those for my wife and children.

9 janvier 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for this wonderful review! We're thrilled that you appreciated Barry's educational approach and commitment to transparency. It means so much to hear you're looking to grow our relationship for your whole family's future planning. Please don't hesitate to reach out whenever you need assistance!

Noté 5 sur 5 étoiles

Great experience

Denise Boisvert was fantastic. The process was easy and the communication was great. All my questions were answered and she was able to get me the plans that made sense for me.

10 janvier 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for the wonderful feedback about Denise! We're so glad she made the process easy and helped you find the right plans for your needs. Don't hesitate to reach out if you need anything!

Noté 5 sur 5 étoiles

After spending 10 months trying to get…

After spending 10 months trying to get the policy I wanted with 2 different agents, I finally talked to Barry and the whole thing became simple. Barry is very knowledgeable. Barry and his assistant Kristen made the process very smooth. He answered all of my questions and I learned a lot in the process. They both respond quickly.

10 janvier 2024
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for sharing your experience! We're so glad Barry and Kristen could simplify the process and get you the policy you wanted after such a long journey. Your trust means a lot to us - please don't hesitate to reach out if you need anything!

Noté 5 sur 5 étoiles

Barry is great to work with

Barry was patient with me in the beginning. I needed to understand details on what I wanted with his service and he explained it with precision. I am now a customer and excited about the financial benefits and future

1 septembre 2023
Avis spontané
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Réponse de Insurance and Estate Strategies LLC

Thank you for this wonderful review! We're thrilled that Barry could help you understand all the details and get excited about your financial future. Don't hesitate to reach out if you need anything!

Noté 5 sur 5 étoiles

Barry was all about service

Barry was all about service. He and his team were very responsive every time I had questions about the policy. He possesses expert knowledge of whole life insurance and is really easy to work with.

20 décembre 2023
Noté 5 sur 5 étoiles

Great company to be responsible for…

Great company to be responsible for your future!! Very transparent and easy to work with ! Set my family up with a beautiful peace of mind for the future and now i sleep well knowing my family will be taken care of if anything were to happen to me !! Very happy with Barry and the policy he designed for me definitely recommend letting him take care of you as well !!

20 juillet 2023
Avis spontané
Noté 5 sur 5 étoiles

Very trustworthy

Barry was very efficient with his processes, very knowledgeable, yet still relatable in ensuring I felt comfortable with my understanding of how my life insurance “vehicle” operates. Despite my lack of communication, he consistently keeps in touch and that’s very reassuring to know that I have a partner that I can trust and not just a one time deal.

1 juin 2023
Avis spontané

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