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
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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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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
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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
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À propos de l'entreprise
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
4602 E. Thomas Road, 85018, Phoenix, Etats-Unis
- 1-877-787-7558
- info@insuranceandestates.com
- insuranceandestates.com
5,0
Excellent
308 avis
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Denise was great and set us up with a…
Denise was great and set us up with a great policy. She took the time to listen and answer all questions. I'm glad I found them!
28 octobre 2022
Denise helped me get the policy that is…
Denise helped me get the policy that is right for me and fits my budget.
3 octobre 2022
Avis spontané
Responsive & attentive to my goals!
Barry and his team were very responsive to all my inquiries. Barry guided me to the best options for my kids policies, explained and took his time & made sure that I understand before I signed the contract.
25 juin 2022
Excellent help, gave detailed explanation
Jason was very patient with all my questions (despite asking the same questions over and over!) and gave detailed explanation of everything he was sharing with me. He explained the whole process to me and simplified it for me to understand what I signing up for. He was also very responsive via email and texts. Thank you.
28 septembre 2022
Outstanding trust worthy service !!
Barry and his team have been great regarding every aspect of my transactions and dealings with them. Always answering my questions and responding to inquiries quickly. Like many people I was hesitant and worried it wouldn’t work as described. My only regret is not getting an ibc type policy sooner.
10 octobre 2022
Barry was very helpful and…
Barry was very helpful and knowledgeable and walked me through my plan to make sure I understood everything answering ally questions.
28 septembre 2022
Avis spontané
Good Experience
Barry did a great job explaining the benefits of life insurance and getting my policy ready.
26 septembre 2022
Avis spontané
Financial freedom
It was great working with Barry and his team. He answered all of my questions and tailored my policy to my financial goals. Barry was very professional and took the time to get to know me and my family. I highly recommend Barry to anyone looking for financial freedom!
1 septembre 2022
Highly recommended experts
Barry and the team were excellent! They took the time to understand my goals and unique needs and create the perfect policy for our family. They answered any questions that I had and proactively setup a follow up meeting to make sure that I understood everything. Highly recommended!
11 août 2022
Jason helped me with a whole life…
Jason helped me with a whole life policy, protecting my daughter as well as go through the process without disrupting my over the road work as a trucker. Some times as a trucker it's hard to get on site medical while going state to state, as a non smoker I qualified, Jason is awesome
6 juillet 2022
Policy Review Follow-up
I received a follow-up policy review call with my agent which was set up for my convenience at the precise hour appointed. All questions and concerns were handled professionally and satisfactorily. My agent impressed that he is there for any and all future business transactions regarding future securities or concerns, which gave me peace of mind. I give a 5 star rating according to my personal experience.
19 septembre 2022
Barry Brooksby is an Awesome Insurance Agent
Barry and his detailed zoom calls with us and all the information he provided so we could make our insurance decision was a smooth and very clean Process. I highly recommend Barry Brooksby for your Insurance Need's. We had others we considered ,however the attention to detail and no pressure approach won our Business and earned Barry Another Policy. DO not look anywhere else. He is your Guy!
1 août 2022
Avis spontané
Thanks to Denise for making my…
Thanks to Denise for making my experience so wonderful on getting my policy setup she explained the process very well and made it so simple to understand she also stayed in in contact with me throughout the whole time answering all of my questions and and helping me navigate through the process from start to finish very nice and polite thanks again for everything your the best .
16 septembre 2022
Avis spontané
I highly recommend…
I highly recommend insuranceandestates.com. My experience with Barry Brooksby and his team has been wonderful. Barry is knowledgeable, thoroughly answers questions and is adept in communicating complex information in a way that can be easily understood.
15 août 2022
Barry is as advertised
Barry is as advertised. I know folks who were given a bill of sale for infinite banking and did not get the product they were sold. It’s unfortunate. He’s not kidding when he says you need someone experienced. We’re very pleased with our decision to use him and we will use him again when the time comes.
3 août 2022
Great company
Great company. Barry helped me set up a great policy that fits my needs
31 juillet 2022
Avis spontané
Denise was awesome
Denise was awesome! Very informative and professional. She made the entire process easy. I highly recommend her.
31 juillet 2022
Avis spontané
Denise did an excellent job explaining…
Denise did an excellent job explaining to me the options that were available for a high cash value whole policy.
30 juillet 2022
Avis spontané
Barry has been super helpful in…
Barry has been super helpful in informing, guiding, and setting up my whole life policy. Definitely recommend - 5 stars
20 juillet 2022
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