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
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Se hva andre synes
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
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
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
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
4602 E. Thomas Road, 85018, Phoenix, USA
- 1-877-787-7558
- info@insuranceandestates.com
- insuranceandestates.com
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.

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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.

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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.

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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.

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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.

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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.

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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.

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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!

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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!

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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.

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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.

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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!

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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.

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

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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.

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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.

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Barry was very easy to deal with and…
Barry was very easy to deal with and extremely knowledgeable.

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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!

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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).

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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.

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