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

Barry was very helpful

Barry was very helpful, understanding, and patient. He made sure to explain everything in fine detail with no stone unturned. It was a pleasure to have someone so knowledgeable.

16 juin 2023
Avis spontané
Noté 5 sur 5 étoiles

Best high cash value whole life policy

I appreciated Barry's availability to answer all of my detailed questions as I researched and analyzed whole life insurance policy options. I compared the options he offered to quotes from agents who work directly for big name life insurance companies, and the policy Barry put together for me was far superior in terms of projected growth. This was the best option for me for a high cash value whole life policy.

18 juillet 2023
Avis spontané
Noté 5 sur 5 étoiles

I sleep better

Barry has been exceptional at helping me navigate the challenging financial world. I sleep better knowing he's here to help!

28 juin 2023
Avis spontané
Noté 5 sur 5 étoiles

Barry and his team are fantastic!

Barry and his team are fantastic. Barry is incredibly knowledgeable in all things insurance, and walked me through the process step by step and was very patient. Would highly recommend!!

17 août 2023
Noté 5 sur 5 étoiles

Enjoyable Experience

I've really enjoyed working with Barry. He's thoroughly answered all my questions and is prompt in his responses.

4 août 2023
Noté 5 sur 5 étoiles

Barry is simply the best…

Barry is one of the best insurance agents by far. He is so professional and very knowledgeable - an expert. Barry has helped me and my husband with all our insurance needs. I trust him and he truly has become a part of my family and would definitely recommend him to anyone. Keep up the great work.

31 juillet 2023
Noté 5 sur 5 étoiles

Barry my agent is great!

Barry my agent is patient and thoroughly knowledgeable about the whole life insurance with Lafayette. As I begun the application process and during the application process Barry kept me aware of the steps involved and what to expect. Kristin who works with Barry is pleasant and kind.

24 mai 2023
Avis spontané
Noté 5 sur 5 étoiles

Who is the WLI man?

When looking for our WLI we wanted someone that really knew what we wanted. His knowledge about the WLI and the process was the main reasons why we sticked with Barry Brooksby.

14 juin 2023
Avis spontané
Noté 5 sur 5 étoiles

More than basic service

Barry and Kristen have always been responsive to my questions and requests for information. They both exhibit a level of patience not often encountered in business these days. They provide more than just the necessary. They go above and beyond to help their customers understand, and that's very important to me.

13 juin 2023
Noté 5 sur 5 étoiles

Great Service

From the time I spoke with Denise my agent I was very comfortable with her expertise and knowledge. Being a former agent myself I appreciate her honesty. I look forward to referring others to her services.

8 juin 2023
Noté 5 sur 5 étoiles

I Had a Great Experience Working with Barry Brooksby

The professionalism of Barry Brooksby and his staff is commendable. He and his team are friendly, thorough, and patient with any questions asked of them.

They ensured the goals I wanted to accomplish and provided me with options to achieve my stated goals.

Barry gave me a thorough understanding of those options, and I moved forward without feeling pressured. I will recommend Barry Brooksby to family, friends, and associates.

Thank you for a great experience, Barry!

30 mai 2023
Avis spontané

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