Insurance and Estate Strategies LLC Anmeldelser 295

TrustScore 5 av 5

5,0

Vi bekrefter ikke spesifikke uttalelser siden en forfatters mening er hens egen, men vi kan merke en anmeldelse som "bekreftet" når vi kan bekrefte at det har vært kontakt med virksomheten. Mer informasjon

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 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

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

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... 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

295 anmeldelser

5 stjerner
4 stjerner
3 stjerner
2 stjerner
1 stjerne

Slik bruker virksomheten Trustpilot

Se hvordan anmeldelsene og vurderingene deres innhentes, vurderes og modereres.

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

Barry with Insurance and Estates is…

Barry with Insurance and Estates is amazing! He’s impeccable with his word and always makes himself available for clients needs. Very knowledgeable on insurance and he’s been great to work with. I would highly recommend him to anyone interested in started a life insurance policy.

14. april 2025
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for this fantastic review of Barry! We're thrilled to hear about his dedication and expertise in guiding you through your life insurance journey. Barry’s commitment to being available and knowledgeable ensures our clients find the perfect solutions for their needs. We truly appreciate your trust and recommendation!

Vurdert til 5 av 5 stjerner

Barry was great

Barry was great. Very polite and knowledgeable. He really helped walk me through the process and never pressured me about anything. He always kept in touch through out the whole process.

14. november 2024
Anmeldelse skrevet uten oppfordring
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for sharing your experience with Barry! His polite, knowledgeable approach and commitment to guiding clients without pressure perfectly reflects our values. We're delighted to hear he provided consistent communication throughout your process. We truly appreciate your trust in Barry and our team!

Vurdert til 5 av 5 stjerner

Barry has provided excellent guidance…

Barry has provided excellent guidance on my initiation of a whole life insurance policy. He provides timely responses, answers all questions, and appears committed to my financial success.

Throughout the process, Barry took the time to explain complex insurance concepts in terms I could understand. His knowledge of the industry and various policy options helped me make an informed decision that aligns with my long-term financial goals.

What I appreciate most about Barry's service is his responsiveness. Whenever I have a question or concern, he routinely gets back to me quickly. He communicates in a relaxed manner as he patiently addresses each of my questions.

I highly recommend Barry to anyone looking for guidance on whole life insurance or other financial planning needs. His professional expertise combined with his genuine interest in his clients' financial wellbeing makes him an exceptional advisor.

11. mars 2025
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for this outstanding review of Barry! His ability to explain complex insurance concepts clearly while providing responsive, patient guidance is exactly what we strive for at our firm. We're thrilled to hear he's helped you find a whole life policy that aligns with your long-term financial goals. Your trust in Barry and our team means the world to us, and we look forward to supporting your financial journey for years to come!

Vurdert til 5 av 5 stjerner

Honestly speaking

Honestly speaking, Barry wasn't our first choice. We actually choose another agent but when Barry followed up with us and we told him, he politely asked to review the other agent's illustration and gave his 25 year honest review. After that we decided to go with Barry and we could not be happier. We greatly appreciate his honesty and integrity to the Whole Life/IBC industry and ensuring that our current and future financial needs were meet.

11. mars 2025
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for this wonderful review about Barry! He has honed his skills to ensure clients get the right Whole Life/IBC solution for their needs. We're delighted you're happy with your decision and appreciate your trust in our team!

Vurdert til 5 av 5 stjerner

Denise Boivert is the best!

I have Denise Boivert to thank for her knowledge, professionalism, and being an all around fantastic person. Denise was able to answer all my questions and was available to assist me-sometimes after hours-to ensure that I made the best decision regarding my life insurance plan.

I am grateful for her patience and thoroughness throughout this process and strongly recommend her.

24. februar 2025
Anmeldelse skrevet uten oppfordring
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for this wonderful review about Denise! We're thrilled that she was so helpful, knowledgeable, and went the extra mile - even after hours - to ensure you got the perfect plan. Your recommendation means a lot to us. Don't hesitate to reach out if you need anything!

Vurdert til 5 av 5 stjerner

Above and beyond

I originally asked for an illustration for a 1035 exchange and received three. When I expressed interest in one of the "extras," I received two more options, and a variant of one of those was the one I eventually selected.

Nothing was rushed. Nothing was forced. Nothing was cookie cutter.

The follow-up after the policy was in place ensured I understood how the policy worked, when I should request additional assistance, etc.

Zero reservations about recommending.

21. januar 2025
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for such a detailed and thoughtful review! We're truly grateful that you appreciated our thorough approach with the 1035 exchange illustrations. You're right - we never rush the process because we believe in finding the perfect fit for each client's unique situation.

Vurdert til 5 av 5 stjerner

Overall Outstanding Service

Denise Boisvert was a spectacular agent to work with. She fielded multiple questions over a period of weeks, never failing to provide rapid response and accurate information, making the overall experience exceptional. Happy that I was able to work with her and her team.

14. januar 2025
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you so much for the wonderful feedback about Denise! We're thrilled that her quick responses and thorough knowledge made your experience exceptional. Never hesitate to reach out if you need anything in the future!

Vurdert til 5 av 5 stjerner

Life changing experience

My wife and I had our policies set up by Barry Brooksby. I must say he is very thorough & professional. Not only did he answer any questions we had, he made sure we had full understanding. He is patient, kind & very knowledgeable. We feel as though not only did we gain an asset in our insurance policy, we gained a new family member. We STRONGLY recommend Barry Brooksby for all of your insurance planning needs!

16. januar 2025
Anmeldelse skrevet uten oppfordring
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for this heartwarming review about Barry! We love hearing that he took the time to ensure your complete understanding and made you feel like family. Your trust means the world to us. Please don't hesitate to reach out to Barry anytime you need assistance!

Vurdert til 5 av 5 stjerner

5 Star Service

Working with Barry and his team was a very inviting and informative process. Barry's caring and attentive approach translates well with my "whole life" insurance process. His experience and knowledge of protective strategies, infinite banking and big picture thinking gave me confidence in my decisions. I would 100% recommend Insurance and Estate Strategies LLC!

14. desember 2024
Anmeldelse skrevet uten oppfordring
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for this wonderful review! We're so glad Barry's expertise in whole life insurance, infinite banking, and protective strategies helped give you confidence in your decisions. Your recommendation means a lot to us. Remember we're always here if you need anything!

Vurdert til 5 av 5 stjerner

Barry—Above and Beyond…

Barry goes beyond his expert knowledge of the world of life insurance. He is prompt, accessible and ready to help no matter how small the issue or question. He clearly is a man who loves what he does and that shines through in his every action. Barry didn’t just sell my wife and I a policy—he brought us into his trusted family of resources, advice and guidance. I wish I knew Barry 20 years ago. Also a kudos to Kristen working in the background to make all this tick like a Swiss watch.

1. desember 2024
Anmeldelse skrevet uten oppfordring
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for such a heartfelt review about Barry and Kristen! We're truly touched that Barry made you feel like part of the family, and that his passion for helping clients shines through in everything he does. Never hesitate to reach out - we're always here to help!

Vurdert til 5 av 5 stjerner

A1 Service

I had talked with Barry many times over the course of me deciding to go with my infinite banking program and he was always helpful with any questions or concerns. Barry has relatable life examples and dumbs the terms down to where even the simplest people could understand the work he is trying to accomplish by helping individuals plan for the future. I highly recommend giving him a call if you ever find yourself needing answers about infinite banking and/or many other financial subjects.

23. oktober 2024
Anmeldelse skrevet uten oppfordring
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for this wonderful feedback about Barry! We're so glad his down-to-earth approach and real-life examples helped make infinite banking clear and understandable. If you ever have questions about your program, please don't hesitate to reach out!

Vurdert til 5 av 5 stjerner

Barry Brooksby's expertise, dedication and genuine care for his clients truly sets him apart.

I recently had the pleasure of working with Barry Brooksby and I couldn’t be more satisfied with the experience. From the very beginning, he demonstrated exceptional professionalism and a deep understanding of the intricacies of IBC and whole life policies.

Barry is very patient and took the time to thoroughly explain all the options available to me, ensuring I understood the benefits and potential drawbacks of each. His responsiveness was impressive, always getting back to me quickly with answers to my questions. His professionalism made the process smooth and stress-free and his willingness to patiently answer all my questions made me feel confident and well-informed throughout the process.

I look forward to continuing to work with Barry and highly recommend him to anyone looking for a knowledgeable and trustworthy insurance agent or wealth coach. His expertise, dedication and genuine care for his clients truly sets him apart.

Thank you, Barry Brooksby, for your outstanding service!

23. september 2024
Anmeldelse skrevet uten oppfordring
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for this incredible review of Barry! We're thrilled that his expertise in IBC and whole life policies, combined with his patient and thorough approach, made you feel so confident and well-informed. Your trust means everything to us. Don't hesitate to reach out anytime - Barry and our team are always here to help!

Vurdert til 5 av 5 stjerner

A friend referred Barry to me since he…

A friend referred Barry to me since he was using him for Infinite Banking already. He was very helpful in understanding our situation and offered some options that did what we wanted to do. Would highly recommend.

7. oktober 2024
Anmeldelse skrevet uten oppfordring
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for the kind review! We're glad Barry could help you find the right infinite banking solution for your needs. We truly appreciate the recommendation and are here if you need anything!

Vurdert til 5 av 5 stjerner

Best company and policy

Best company and policy. Thank you Barry! We will definitely come back to you

3. oktober 2024
Anmeldelse skrevet uten oppfordring
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for the wonderful feedback! We're delighted you had such a great experience with Barry. Don't hesitate to reach out whenever you need assistance!

Vurdert til 5 av 5 stjerner

Sektionen för barns och vårdnadshavares hälsoskydd.

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, med hänsyn till familjemedlemmar som bidrar till kärlek, värme och att bygga liknande immunitet för att jämna ut grunden.

5. september 2024
Anmeldelse skrevet uten oppfordring
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for the 5 star review. Don't hesitate to reach out whenever you need assistance!

Vurdert til 5 av 5 stjerner

My whole is experience with Barry has…

My whole is experience with Barry has been a weight lifted off my shoulders. He has guided and explained everything in a professional, and easy to understand way. Deciding to to business with him has put me at peace.

21. august 2024
Anmeldelse skrevet uten oppfordring
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for this wonderful review! We're so happy that Barry could bring you peace of mind through his clear guidance and explanations. Remember we're always here if you need anything!

Vurdert til 5 av 5 stjerner

Barry was very easy to deal with and…

Barry was very easy to deal with and extremely knowledgeable.

8. august 2024
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for the kind feedback! We're glad you found Barry both approachable and knowledgeable. Never hesitate to reach out if you need anything!

Vurdert til 5 av 5 stjerner

Barry is extremely knowledgable about…

Barry is extremely knowledgable about wealth, finances, and using whole life policies for IBC purposes. I'm confident he got me the best policy possible for my situation. He is passionate and breaks things down into digestible pieces that are easy to understand. And he's not pushy! I feel very fortunate to have him and the Insurance and Estates team in my corner. I would highly recommend working with Barry!

30. juli 2024
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for this fantastic review! We're delighted that Barry could help you understand IBC and whole life insurance while finding the perfect policy for your situation. Your trust means a lot to us - please don't hesitate to reach out whenever you need assistance!

Vurdert til 5 av 5 stjerner

Barry Brooksby is the Best

Barry is the best insurance agent I have ever met. He recently helped set up the high cash value whole life insurance policies for IBC for me and my family. He was there guiding me every step through the process with his vast knowledge on insurance. It helps my decision making process easy and informed. Barry is determined to build a long relationship with his clients and is willing to share his knowledge/experience not only on insurance but also on real estate investment. I am so glad that I found Barry through insuranceandestates.com and I highly recommend this website and Barry if you want to know anything about life insurance, especially IBC (infinite banking).

25. juli 2024
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for this wonderful review about Barry! We're thrilled that his expertise helped guide you through setting up IBC policies for your family and that he could share insights beyond just insurance. Your recommendation means so much to us. Don't hesitate to reach out anytime you need assistance!

Vurdert til 5 av 5 stjerner

Barry Brooksby Feedback

Barry Brooksby has been of great help and is always readily available for support. He is very thorough and polite. We are looking forward to our long-term relationship.

24. juli 2024
Logoen til Insurance and Estate Strategies LLC

Svar fra Insurance and Estate Strategies LLC

Thank you for the wonderful feedback! We're so glad Barry's thorough and supportive approach has been helpful. We value our long-term relationships with clients and are always here when you need us!

Dette er Trustpilot

Alle kan gi tilbakemelding på Trustpilot. De som skriver en anmeldelse, har rett til når som helst å redigere og slette den. Enhver publiserte anmeldelse er synlig så lenge en tilknyttet konto er aktiv.

Virksomhetene kan automatisk be kundene om anmeldelser, og disse blir bekreftet som faktiske opplevelser.

Lær mer om andre slags anmeldelser.

Vi har et eget team og smart teknologi som beskytter plattformen vår. Finn ut hvordan vi motvirker falske anmeldelser.

Lær om anmeldelsesprosessen på Trustpilot.

Her får du åtte tips om hvordan du skriver en god anmeldelse.

Verifisering kan bidra til å sørge for at anmeldelsene du leser på Trustpilot, er skrevet av faktiske personer.

Det kan gi en skjev TrustScore å tilby belønning for eller be bare enkelte kunder om å skrive en anmeldelse, og dette går imot retningslinjene våre.

Ta en titt selv