Insurance and Estate Strategies LLC Anmeldelser 297

TrustScore 5 av 5

5,0

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For å beskytte plattformens integritet vil alle anmeldelser på plattformen—bekreftet eller ikke—bli undersøkt av vår automatiserte programvare (tilgjengelig hele døgnet). Denne teknologien er designet til å identifisere og fjerne innhold som bryter med retningslinjene våre, deriblant anmeldelser som ikke er basert på en faktisk erfaring. Vi vet at vi ikke kan fange opp alt. Hvis du tror at vi har gått glipp av noe, kan du rapportere det. Mer informasjon

Se hva andre synes

Vurdert til 5 av 5 stjerner

Barry Brooksby is a standout expert and a true advocate for anyone looking to master their finances. Between his incredible educational resources at InsuranceAndEstates.com and his leadership at F... Vis mer

Vurdert til 5 av 5 stjerner

Barry did an excellent job from start to finish making sure both myself and my parents were comfortable with the process. His assistance were also attentive and responsive, ensuring that we had timely... Vis mer

Vurdert til 5 av 5 stjerner

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... Vis mer

Selskapet har svart

Vurdert til 5 av 5 stjerner

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... Vis mer

Informasjon om virksomheten

  1. Livsforsikringsselskap

Skrevet av virksomheten

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.


Kontaktopplysninger

5,0

Enestående

TrustScore 5 av 5

297 anmeldelser

5 stjerner
4 stjerner
3 stjerner
2 stjerner
1 stjerne

Ber kundene om å skrive anmeldelser

Denne virksomheten oppfordrer kundene til å skrive anmeldelser, enten positive eller negative

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Virksomhetene kan ikke betale for å skjule eller tilby belønning for anmeldelser på Trustpilot. Anmeldelser er meningene til individuelle brukere og ikke Trustpilot. Mer informasjon

Vurdert til 5 av 5 stjerner

Infinitely grateful for Barry

Barry was attentive and generous with his time. He offered his knowledge and made me feel at ease while giving me thorough and honest feedback. He wasn’t salesy but educational. He really believes in his product and moves with integrity. The respect and appreciation I have for this man is huge. A pleasure to work with him.

13. april 2022
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Great!

Barry made this process so easy for us. Would definitely recommend for friends and family!

12. april 2022
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

I would recommend

Denise was very knowledgeable on whole life policies and getting the most cash value. I appreciated the fact that the experience did not feel like a pressure sale.

6. april 2022
Anmeldelse skrevet uten oppfordring
Vurdert til 4 av 5 stjerner

Denise Boisvert

Denise Boisvert was great. She was very patient with me and when I was ready to complete the process she was there without any questions.

6. april 2022
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Denise Boisvert Is great and…

Denise Boisvert Is great and knowledgeable. She is very transparent and she is willing to answer any questions about insurance. I see her as an educator and while I worked with her she was very responsive.

6. april 2022
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Excellent!

Barry is so easy to work with. He takes the time to explain and make sure we understand. He is incredibly knowledgeable and a joy to work with.

16. mars 2022
Vurdert til 5 av 5 stjerner

Infinite Banking - Generational Wealth

We approached Barry about an infinite banking life insurance policy. After watching a video from his webinar page, we knew that this was the best way to start our financial legacy for our children. He was very communicative during the entire process of signing up. My wife and I will be getting a second policy issued later this year and we will be using his services for estate planning as well.

Thanks Barry for providing an invaluable service!

14. mars 2022
Vurdert til 5 av 5 stjerner

Great follow-up conversation

Barry called me to follow up on my recent policy purchase. He was very thorough in his explanation, listened to my concerns, and answered every question. I appreciate that he took time out of his day to check on me.

12. mars 2022
Vurdert til 5 av 5 stjerner

The work with Barry was wonderful

The work with Barry was wonderful, he is knowledgeable, insightful, and always willing to help,
He also have a library of useful videos, you can explore offline.
I already opened two policies with him, and sent his contact information to three friends who are seeking the same IB approach.

2. mars 2022
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Barry and his team were very responsive…

Barry and his team were very responsive and knowledgable. We worked through lots of scenarios and landed in a very good place. I look forward to building a long term relationship while utilizing the benefits of these insurance products.

24. februar 2022
Vurdert til 5 av 5 stjerner

Very easy

Working with Denise Boisvert has been great. She is no nonsense and gets straight to the point. The process has been very easy and smooth, also no pressure sales. I would go to her again for any future needs without hesitation.

20. februar 2022
Vurdert til 5 av 5 stjerner

Denise B

Denise B. was very thorough with explaining my plan and hearing what I was trying to achieve with my plan.

16. februar 2022
Vurdert til 5 av 5 stjerner

Barry Brooksby is a class act

I have to say that Barry Brooksby is a class act. He is very professional and yet down to earth in the way he conducts himself. This approach led to a solution, specific to all our financial needs. He led us down a path that was a perfect fit for our point in life and what our objectives were looking forward. I would highly recommend Barry and his team for any financial services, assistance you may need. He is a trustworthy, honest professional who is focused on providing a best fit solution to all his clients. Happy to provide some feedback here. Best - Ray Kellogg

14. februar 2022

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