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

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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

Slik bruker virksomheten Trustpilot

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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

Cannot say enough good things about Barry!

I had the pleasure of working with Barry to obtain a whole life cash value insurance policy. Barry's approach was exceptional. He dedicated ample time to inform and educate me about the policy, demonstrating a commitment to transparency. Notably, he never applied pressure, and when I posed questions or challenges, he responded with factual information and case studies. Working with him was an absolute delight. The emphasis on education throughout the process truly set Barry and his team apart. I foresee a long-term relationship and anticipate engaging Barry for future policies, including those for my wife and children.

9. januar 2024
Anmeldelse skrevet uten oppfordring
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Svar fra Insurance and Estate Strategies LLC

Thank you for this wonderful review! We're thrilled that you appreciated Barry's educational approach and commitment to transparency. It means so much to hear you're looking to grow our relationship for your whole family's future planning. Please don't hesitate to reach out whenever you need assistance!

Vurdert til 5 av 5 stjerner

Great experience

Denise Boisvert was fantastic. The process was easy and the communication was great. All my questions were answered and she was able to get me the plans that made sense for me.

10. januar 2024
Anmeldelse skrevet uten oppfordring
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Svar fra Insurance and Estate Strategies LLC

Thank you for the wonderful feedback about Denise! We're so glad she made the process easy and helped you find the right plans for your needs. Don't hesitate to reach out if you need anything!

Vurdert til 5 av 5 stjerner

After spending 10 months trying to get…

After spending 10 months trying to get the policy I wanted with 2 different agents, I finally talked to Barry and the whole thing became simple. Barry is very knowledgeable. Barry and his assistant Kristen made the process very smooth. He answered all of my questions and I learned a lot in the process. They both respond quickly.

10. januar 2024
Anmeldelse skrevet uten oppfordring
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Svar fra Insurance and Estate Strategies LLC

Thank you for sharing your experience! We're so glad Barry and Kristen could simplify the process and get you the policy you wanted after such a long journey. Your trust means a lot to us - please don't hesitate to reach out if you need anything!

Vurdert til 5 av 5 stjerner

Barry is great to work with

Barry was patient with me in the beginning. I needed to understand details on what I wanted with his service and he explained it with precision. I am now a customer and excited about the financial benefits and future

1. september 2023
Anmeldelse skrevet uten oppfordring
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Svar fra Insurance and Estate Strategies LLC

Thank you for this wonderful review! We're thrilled that Barry could help you understand all the details and get excited about your financial future. Don't hesitate to reach out if you need anything!

Vurdert til 5 av 5 stjerner

Barry was all about service

Barry was all about service. He and his team were very responsive every time I had questions about the policy. He possesses expert knowledge of whole life insurance and is really easy to work with.

20. desember 2023
Vurdert til 5 av 5 stjerner

Great company to be responsible for…

Great company to be responsible for your future!! Very transparent and easy to work with ! Set my family up with a beautiful peace of mind for the future and now i sleep well knowing my family will be taken care of if anything were to happen to me !! Very happy with Barry and the policy he designed for me definitely recommend letting him take care of you as well !!

20. juli 2023
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Very trustworthy

Barry was very efficient with his processes, very knowledgeable, yet still relatable in ensuring I felt comfortable with my understanding of how my life insurance “vehicle” operates. Despite my lack of communication, he consistently keeps in touch and that’s very reassuring to know that I have a partner that I can trust and not just a one time deal.

1. juni 2023
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Barry was very helpful

Barry was very helpful, understanding, and patient. He made sure to explain everything in fine detail with no stone unturned. It was a pleasure to have someone so knowledgeable.

16. juni 2023
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Best high cash value whole life policy

I appreciated Barry's availability to answer all of my detailed questions as I researched and analyzed whole life insurance policy options. I compared the options he offered to quotes from agents who work directly for big name life insurance companies, and the policy Barry put together for me was far superior in terms of projected growth. This was the best option for me for a high cash value whole life policy.

18. juli 2023
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

I sleep better

Barry has been exceptional at helping me navigate the challenging financial world. I sleep better knowing he's here to help!

28. juni 2023
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Vurdert til 5 av 5 stjerner

Barry is simply the best…

Barry is one of the best insurance agents by far. He is so professional and very knowledgeable - an expert. Barry has helped me and my husband with all our insurance needs. I trust him and he truly has become a part of my family and would definitely recommend him to anyone. Keep up the great work.

31. juli 2023
Vurdert til 5 av 5 stjerner

Barry my agent is great!

Barry my agent is patient and thoroughly knowledgeable about the whole life insurance with Lafayette. As I begun the application process and during the application process Barry kept me aware of the steps involved and what to expect. Kristin who works with Barry is pleasant and kind.

24. mai 2023
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Who is the WLI man?

When looking for our WLI we wanted someone that really knew what we wanted. His knowledge about the WLI and the process was the main reasons why we sticked with Barry Brooksby.

14. juni 2023
Anmeldelse skrevet uten oppfordring

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