Insurance and Estate Strategies LLC Anmeldelser 295

TrustScore 5 av 5

5,0

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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

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Vurdert til 5 av 5 stjerner

Thank you

Barry was straightforward and informative.

5. april 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for the feedback! We're glad you appreciated Barry's direct and informative approach. Please don't hesitate to reach out if you need anything!

Vurdert til 5 av 5 stjerner

Exceptional Insurance Agent and Wealth Coach

Barry Brooksby has been my go-to insurance agent and wealth coach for 9 months now. He's incredibly responsive and always on top of things. Barry helped me set up my premium life insurance, demonstrating his expertise in tailoring solutions to individual needs.

His knowledge of concepts like Infinite Banking and high cash value whole life insurance sets him apart. Barry provides reliable, forward-thinking advice.

I highly recommend Barry for anyone seeking a knowledgeable, efficient, and trustworthy insurance agent and wealth coach. His service has been exceptional throughout our partnership.

22. november 2023
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Svar fra Insurance and Estate Strategies LLC

Thank you for this glowing review of Barry! We're so happy that his expertise in infinite banking and whole life insurance has served you well over these past 9 months. It means a lot to hear you've found our partnership so valuable. Remember we're always here when you need assistance!

Vurdert til 5 av 5 stjerner

There are many agents who promote Whole…


There are many agents who promote Whole Life Insurance Policies.

And there are many options for how it can be done.

It can be a very complicated and time consuming process to understand what would be the best for you and your family.

Working with Barry Brooksby and his team you will save a lot of time and eventually money.

It is a very efficient process that helps you to eliminate potential mistakes.

Barry will structure for you the policy that would be perfectly tailored for your situation.

And if you decide to utilize all the benefits that your policy can provide you in combination with IBC (Infinite Banking Concept),

Barry will develop for you the best strategy to do it the right way.

12. juli 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for this detailed and thoughtful review! We're thrilled that Barry could help streamline the complex process of selecting and structuring the right whole life policy for IBC. Your trust in his expertise means everything to us. Please don't hesitate to reach out if you need any assistance with your policy or strategy!

Vurdert til 5 av 5 stjerner

Quickly contacted great service

Quickly contacted and provided all forms and info to read. Great service!

5. juli 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for the feedback! We're glad we could provide you with prompt and efficient service. Never hesitate to reach out if you need anything!

Vurdert til 5 av 5 stjerner

Barry is professional every step of the…

Barry is professional every step of the way. As a licensed agent myself I appreciated experiencing his process. Attention to detail every step of the way. Thank you Barry!

30. april 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for this wonderful review, especially coming from a fellow licensed agent! We're delighted that you appreciated Barry's professional process and attention to detail. Don't hesitate to reach out if you need anything!

Vurdert til 5 av 5 stjerner

Financial partner for life

Barry is extremely personable and genuine. Also he is very patient and easy to work with, and his team is equally efficient and streamlined. Would recommend to anyone.

4. juni 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for this wonderful feedback! We're thrilled that you've found Barry and our team both personable and efficient. Your recommendation means a lot to us - please don't hesitate to reach out if you need anything!

Vurdert til 5 av 5 stjerner

Very knowledgeable

Very knowledgeable, super helpful with the process and resourceful. I recommend them to everyone.

3. juni 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for the kind review! We're glad we could be helpful and informative. We really appreciate your recommendation, and we're here whenever you need assistance!

Vurdert til 5 av 5 stjerner

New Insurance agent - great experience

Appreciate the communication and explanations as I went through the process of acquiring my new insurance policy. Quick responses and easy to talk to. Highly recommend.

2. mai 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for sharing your experience! We're glad you found the communication clear and responsive throughout your policy process. Never hesitate to reach out if you need anything!

Vurdert til 5 av 5 stjerner

Experienced!

Barry took time to match me with a policy that fit my goals as well as review current policies I have in place. Would recommend to anyone looking to start an infinite banking policy!

24. april 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for the wonderful review! We're so glad Barry could help find the right policy for your goals and provide that valuable policy review. If you need any help with your infinite banking strategy, don't hesitate to reach out!

Vurdert til 5 av 5 stjerner

Look no further than Insurance and Estates!

I've had the pleasure of working with Barry who has provided the care and consideration of my situation to attain the best option for my financial future. There are many agents to choose from, but I found I&E. I visited and perused their website information and watched their educational videos, which really sealed the deal for me in deciding who to work with. Education is key and when I decided to get started, I could not be happier in choosing I&E. Barry's knowledge, expertise, and attention to details gave me confidence in the decision I made with my whole life policy. I highly recommend I&E to anyone needing help with their financial and wealth building strategies. I am excited about actively building a plan to secure my financial future and that of my family through whole life insurance strategies, including long-term care options! Thank you Barry for your guidance and thank you I&E Team!

11. april 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for this incredible review! We're thrilled that our educational resources helped you find us, and that Barry's expertise gave you confidence in your whole life and long-term care planning decisions. Your trust means everything to us. Don't hesitate to reach out whenever you need guidance with your wealth-building strategy!

Vurdert til 5 av 5 stjerner

Barry is TOP NOTCH

Barry is top notch! Our topic of conversation is still a newer one and he makes it all so easy to understand! And he helps make sure I fully understand what is going to work best for me and my goals. Very excited for the future with Barry on the team!

26. mars 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for this fantastic review! We're delighted that Barry could make complex concepts easy to understand and align with your goals. We're excited to be part of your journey - don't hesitate to reach out anytime you need guidance!

Vurdert til 5 av 5 stjerner

Denise B was a pleasure to work with

Denise B was a pleasure to work with. The entire process was quick and easily understood.

10. mars 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for the kind feedback about Denise! We're glad she made the process quick and clear for you. Never hesitate to reach out if you need anything!

Vurdert til 5 av 5 stjerner

Found my guy

I feel very fortunate to have found Focus Wealth and Barry Brooksby to help navigate the murky waters of life insurance, estate planning, and retirement. Other agencies offered me a lot of salesmanship that is heavily weighted for their own benefit. Barry made the effort to build a relationship that clearly placed the goals of my family as the priority. I could not achieve the right plan through my local neighborhood agent, like I would have preferred, but Focus Wealth Group has that feeling of being right around the corner!

7. mars 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for this wonderful review! We're touched that Barry made you feel like we're right around the corner while putting your family's goals first. Your trust means a lot to us. Please reach out anytime you need guidance with your planning!

Vurdert til 5 av 5 stjerner

Denise was very patient with all my…

Denise was very patient with all my questions and answered them all in a way that I totally understand. The process was painless and was easy to execute!

5. mars 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for the great feedback about Denise! We're so glad she could answer all your questions clearly and make the process easy for you. Don't hesitate to reach out if you need anything!

Vurdert til 5 av 5 stjerner

The Best

Barry is hands down the best advisor in whole life insurance and provides unbiased advice for whole life insurance policies for Cash Value life insurance for IBC or infinite banking. He’s equally intelligible about creating a trust to protect your family and legacy. He’s someone that genuinely cares about protecting my family’s future and legacy and someone I would call a genuine friend. I will definitely be working with him again in the future as my needs continue to grow.

29. februar 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for this incredible review! We're so touched that you found Barry to be both an expert advisor in whole life insurance and IBC, and a genuine friend who cares about your family's future. Looking forward to continuing to support your growing needs - don't hesitate to reach out anytime!

Vurdert til 4 av 5 stjerner

Working with Barry was easy

Working with Barry was easy. I didn’t fully know what I was looking for and not completely sure what I needed. I should have done more research as to how I wanted my policy set up. I feel like the closing process was rushed and felt a little pressured to sign the forms.

22. februar 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for your honest feedback about working with Barry. We appreciate hearing that the initial process was easy but understand your concerns about the closing feeling rushed. We'll use this feedback to improve. Please reach out if you'd like to review your policy setup or have any questions - we're always here to help!

Vurdert til 5 av 5 stjerner

Barry has been fantastic

Barry has been fantastic, very helpful! Responded quickly to all questions and concerns

23. februar 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for the great feedback! We're glad Barry was so responsive and helpful with all your questions. Don't hesitate to reach out if you need anything!

Vurdert til 5 av 5 stjerner

I must decrease so Jesus can Increase

being able to be my own bank lead by the Holy Ghost, lead by the integrity of Gods word made manifest in my life, to include the wealth to advance his kingdom on earth

20. februar 2024
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Thank you for sharing your spiritual perspective on infinite banking! We're glad we could help align your financial strategy with your faith and kingdom-focused goals. Please don't hesitate to reach out if you need any assistance!

Vurdert til 5 av 5 stjerner

Satisfied with service & process

The deep insurance knowledge of Barry

14. desember 2023
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Svar fra Insurance and Estate Strategies LLC

Thank you for the kind feedback! We're glad you appreciated Barry's expertise. Don't hesitate to reach out if you need anything!

Vurdert til 5 av 5 stjerner

Barry is fantastic!

20. januar 2024
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Svar fra Insurance and Estate Strategies LLC

Thank you for the enthusiasm! We're thrilled you had such a great experience with Barry. Don't hesitate to reach out if you need anything!

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