Insurance and Estate Strategies LLC Reviews 292

TrustScore 5 uit 5

5,0

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Lees wat reviewers zeggen

Beoordeeld met 5 van de 5 sterren

I've had a great experience working with Barry to open my insurance policy. From start to finish, he is a true professional, responsive, and extremely knowledgeable. He took the time to answer every q... Toon meer

Beoordeeld met 5 van de 5 sterren

You know when you spend months studying and researching in preparation for a big exam; only to find out the day of that it’s an open book test? That’s the best way I can describe my experience with Ba... Toon meer

Beoordeeld met 5 van de 5 sterren

Barry is one of a kind. During our one-to-one meetings, I found him to be as warm, personably, and diligent as he is portrayed in his dozens of YT videos. He patiently listened to my needs and offered... Toon meer

Beoordeeld met 5 van de 5 sterren

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... Toon meer

Bedrijf heeft geantwoord

Bedrijfsgegevens

  1. Tussenpersoon voor levensverzekeringen

Geschreven door het bedrijf

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.


Contactgegevens

5,0

Uitstekend

TrustScore 5 uit 5

292 reviews

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Beoordeeld met 5 van de 5 sterren

Excellent experience! 10/10!!

I've had a great experience working with Barry to open my insurance policy. From start to finish, he is a true professional, responsive, and extremely knowledgeable. He took the time to answer every question I had, making sure I fully understood my options and felt confident in my decisions.

14 april 2026
Beoordeeld met 5 van de 5 sterren

Consummate Professionals

With focused determination, we set out to ensure meeting our family's long-term and short-term needs. We interacted with several agents and agencies before finding I&E and Barry Brooksby. From the start, we recognized Barry was different from the numerous other agents with whom we interacted. He oozed compassion, concern, and integrity. I&E offered a treasure trove of information and "mentoring" to solidify our decision, but Barry sealed the deal. He ensured we were comfortable with our decision, patiently answered our many questions, and restored our trust in the industry following a couple of very bad experiences. Our whole experience with Barry was completely different as he not only restored our confidence that we were on the right path given his deep subject matter knowledge, but that we were dealing with a professional who truly cared about others more than he cared about himself. The path we carved through other agencies before finding I&E was painful and immensely frustrating, but Barry's welcoming and helpful spirit made the journey worth the experience. Barry Brooksby is the consummate professional for whom a parent would have zero hesitations of referring their children to buy a policy and, in fact, we have. When the time comes to add to our policies, we will seek out Barry, as the relationship continues even after our policies were in hand and the purchase completed.

9 april 2026
Beoordeeld met 5 van de 5 sterren

Denise helped with Whole Life policy

Denise worked with me to get my whole life insurance policy structured and active. She was very responsive to all my questions, and I felt very comfortable discussing my goals with her. I look forward to working with her in the future.

9 maart 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Open notes…

You know when you spend months studying and researching in preparation for a big exam; only to find out the day of that it’s an open book test? That’s the best way I can describe my experience with Barry. I dedicated so much time researching insurance companies, policy structures, brokers, etc. only to find Barry who had all the answers. Once I saw my illustrations, I knew I made the right choice. Thanks Barry.

24 februari 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Denise was so very helpful throughout…

Denise was so very helpful throughout our entire process. Appreciate her patience during all of our questions. She is very knowledgable about the product and space. Her service is greatly appreciated and highly recommended!

1 februari 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

I had a wonderful experience working…

I had a wonderful experience working with Denise Boisvert. The process was smooth, she communicated clearly, and she took the time to answer every question. Best of all, she helped me choose a plan that truly made sense for my situation. Highly recommend!

3 januari 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Barry is immensely excellent and…

Barry is immensely excellent and knowledgeable to work with. He helps to guide you thoroughly with Whole Life/IBC process and ensures confidence in the financial decisions to enrich your future. Definitely recommend!

4 februari 2026
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Work with Barry Brooksby!

Barry was wonderful to work with. His YouTube videos caught my attention and now I'm a customer for life! He explains your policy in detail and is there to answer your questions each step along the way.

31 juli 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Barry Brooksby is an EXPERT

Barry Brooksby is professional, informative, and incredibly accommodating. Several months after Barry wrote our initial policy we needed to take a loan and he was STILL accessible. We have since had Barry create three additional properly structured policies and will be writing one for our new grandchild this month.

24 december 2025
Beoordeeld met 5 van de 5 sterren

Barry is one of a kind

Barry is one of a kind. During our one-to-one meetings, I found him to be as warm, personably, and diligent as he is portrayed in his dozens of YT videos. He patiently listened to my needs and offered thoughtful (not cookie-cutter) suggestions. He has tons of experience and loves to help others find their path to financial freedom. Highly, highly recommend him.

29 oktober 2025
Beoordeeld met 5 van de 5 sterren

Bringing Simplicity to a World of Complexity

Barry is very personal and truly cares. He has gone the extra mile to ensure I understand the complexities in life insurance. I guess I could say he brings simplicity to a world of insurance complexity. I did my due diligence and shared my plan with competitors who said "this thing is bullet proof". No more to be said.

11 november 2025
Review zonder uitnodiging

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