Insurance and Estate Strategies LLC Avis 

308
•
TrustScore 5 sur 5

5,0

Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus

Pour protéger l’intégrité de la plateforme, chaque avis, qu’il soit vérifié ou non, est analysé par notre logiciel automatisé 24 h/24 et 7 j/7. Il identifie et retire tout contenu qui enfreint nos conditions d'utilisation, y compris les avis qui ne se basent pas sur des expériences authentiques. Nous sommes conscients que nous ne pouvons pas tout détecter, et vous pouvez nous signaler tout élément qui aurait pu nous échapper. En savoir plus

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.


Coordonnées de contact

5,0

Excellent

TrustScore 5 sur 5

308 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Demande des avis aux clients

Cette entreprise invite régulièrement ses clients à laisser des avis, qu’ils soient positifs ou négatifs.

Comment cette entreprise utilise Trustpilot

Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.

5,0

Tous les avis

(308)

33 avis reçus au cours des 12 derniers mois

Écrire un avis
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

It was the easiest transaction ever

It was the easiest transaction ever! I loved getting this insurance policy! Quick, honest, and zero stress. Compared to traditional agents, a no-brainer. As advertised!👍👍👍👍👍👍👍👍👍👍👍👍👍

18 janvier 2023
Avis spontané
Noté 5 sur 5 étoiles

Great Experience

My experience with Barry and staff has been great. With me being new to this sort of investment, it was refreshing to talk with Barry, he takes his time to explain and make certain you understood the moves you're making. Highly recommend!

1 novembre 2022
Avis spontané
Noté 5 sur 5 étoiles

I have worked with Denise Boisvert

I have worked with Denise Boisvert, she is a very knowledgeable and nice person to work with. Although I'm sort of slow, she has the patience of explaining things more than once. Love dealing with her.

15 décembre 2022
Avis spontané
Noté 5 sur 5 étoiles

Barry really cares about educating

Barry really cares about educating. Not only did he help me get set up with a policy that fit what I am looking to achieve, but made sure I understood the 'how' and 'why'. Highly recommend working with Barry.

3 janvier 2023
Avis spontané
Noté 5 sur 5 étoiles

Whole Life Insurance

Denise B. was awesome, she replied to emails, took our calls and did a great web conference for us to understand what the benefits are and how to use the product in different ways.

3 décembre 2022
Avis spontané
Noté 5 sur 5 étoiles

Trusted Team

The team with I&E was able to build my trust and find the right policies for me. I plan to work with Barry and team going forward on my own financial goals and those of my family. The team was very professional and explain the whole process as we moved forward. I am recommending this team to my family and friends.

16 décembre 2022
Avis spontané
Noté 5 sur 5 étoiles

Recommended Service

Barry was a pleasure to work with when I was searching for an insurance policy that fit my needs. The plan was outlined clearly, any questions I had were answered thoroughly, and meetings we held were fluidly. His experience and knowledge has made Barry invaluable as a resource for my financial goals as I continue to build more structured policies. I would highly recommend the services he provides.

23 novembre 2022
Avis spontané
Noté 5 sur 5 étoiles

Denise Boisvert was very helpful to me…

Denise Boisvert was very helpful to me and my father in setting up our life insurance. She answered all our questions and kept up with us throughout the whole process. She is great and I appreciate her from start to finish!

20 décembre 2022
Avis spontané
Noté 5 sur 5 étoiles

The Best!!!

Barry and his team are not only very knowledgeable, they are also attentive, responsive and very transparent in their dealings. I’m very satisfied with their communication, professionalism and overall service provided.

20 septembre 2022
Avis spontané
Noté 5 sur 5 étoiles

I was amazed at how the company made it…

I was amazed at how the company made it so easy for me to set up and execute my policy. They were always available to answer my questions in a timely manner and made sure I had a through understanding of the details of my policy. I highly recommend!

2 décembre 2022
Noté 5 sur 5 étoiles

Barry is knowledgeable

Barry is knowledgeable, provides clear explanations and additional video support to go in depth on issues of concern. He is honest from an ethical standpoint and transparent of issues of concern to clients (to me in this case). Insurance has compensation and profit- so I had to get over the "upcharge" Dave Ramsey goes on about. After careful review, comparison to cash alternatives, comparison to real estate commission costs, and open conversation with Barry- I realized there every financial instrument has cost. Barry will tell you the truth, give you the numbers, and let you decide. An informative low pressure approach.

22 novembre 2022
Avis spontané
Noté 5 sur 5 étoiles

I finally understand what it means to Be your own bank

When I heard about Being your own bank, Infinite Banking and the other terms used for this service I was intrigued. I watched Barry Brooksby's videos, did some research and was really excited to learn more. Since most of us don't know but about it there was skepticism from friends and family but with Barry's guidance I made the leap. I'm so glad I did! This is one of the most important and useful tools we have to secure our money, leverage it and gain independence from the traditional banks, lenders and accounts. Barry is always available, he is a wealth of information and dedicated to helping us understand the policies that will ultimately set us up for life! Thank you Barry, I wish everyone would keep an open mind and check this out!

18 novembre 2022
Avis spontané
Noté 5 sur 5 étoiles

Whole Life insurance

I heard about Whole Life insurance on social media and so began researching it and found Focus Wealth Group through the search engine and began reading some articles written by Barry Brooksby.
The information they provided was very informative so I reached out and he responded quickly. He sent me some links to review and his videos explain Whole Life insurance in very easy format. There was no pressure to sign up with him. I was in talks with other representatives and he was the best!
He was very patient, informative, and answered all my questions. I decided to sign up and the process was very easy.
I received a physical copy of my policy in a very lovely back leather binder with a thumb drive and a nice company pen.
I wish I had done this sooner and learned about infinite banking but I’m grateful I found it and started this year. I highly recommend this company and Barry Brooksby!

1 septembre 2022
Avis spontané

L’expérience Trustpilot

Tout le monde peut écrire un avis Trustpilot. Les auteurs d'avis peuvent les modifier ou les supprimer à tout moment et les avis sont affichés tant que les comptes utilisateurs respectifs sont actifs.

Nous avons des personnes dédiées et des technologies intelligentes pour nous aider à protéger notre plateforme. Découvrez comment nous combattons les faux avis.

En savoir plus sur le parcours des avis sur Trustpilot.

Voici 8 conseils pour écrire des avis de qualité.

La vérification permet de s'assurer que des personnes réelles écrivent les avis que vous lisez sur Trustpilot.

Offrir des incitatifs en échange d'avis ou demander des avis de manière sélective peut fausser le TrustScore, ce qui va à l'encontre de nos conditions d'utilisation.

En savoir plus