Insurance and Estate Strategies LLC Anmeldelser 297

Great overall experience! I appreciate the customer service. Correspondence during the transaction was timely and very helpful. Denise presented herself as a trustworthy professional. Her product knowledge and patience were key factors for me when I made my decision.

Denise was great and very quick to respond to my emails. She is very detailed and took the time to walk me through and educate me on everything. I'm very excited to have Denise as my guide through this journey! I highly recommend to anyone.

Not knowing which direction to go, I googled whole life insurance with infinite banking in mind. I stumbled onto insurance and estates by happenstance, completed the questionnaire and Denise responded, which seemed to be almost immediately. She asked if I were Looking for a traditional policy or infinite banking. Her question caught me by surprise because I’d read not many agents are familiar with infinite banking. When we had a chance to speak she explained this form of banking thoroughly, answered all of my questions and quelled my angst about trying something new. I would definitely recommend Denise/insurance and estates for you life insurance needs.

I wanted to hop on here and give Denise a 5 star review for the time and patience she put into our experience working together. I was introduced to the Infinite Banking Concept 6 months ago by another agent and have been going down this road to better understand the concept and how it works. My father in law found Denise in his due diligence and I reached out to her for a second opinion on the policy and illustrations I had already received from the other 2 companies. We had many discussions on which company offered what policies, why she liked certain companies, and based on what I was looking to accomplish, which company would be best for my investment strategies. The other companies offered policies without a lot of explanation or reasoning as to why they were pushing one company. For that alone, I felt she was striving to put me in the best policy for me and not the best commission based product for her. She worked hard to build my trust and did great at following up with me during a period of being overwhelmed at all the policy options and wanting to walk away from working on this. Im grateful she stuck with me and helped me get this in place for me and my families long term financial freedom.

Barry was very kind and helpful and explained everything very well.

Barry and his team are quick to respond and very knowledgeable. No matter your circumstance, he’ll develop a plan that fits your needs.

Barry's broad knowledge instilled confidence that I was receiving the best product for my needs. He thoroughly explained everything and answered any questions I had. I'm extremely pleased with his services and would highly recommend him.

Denise Boisvert, Infinite Banking & Annuity Specialist was very thorough and quick to respond to my questions. She was very knowledgeable and followed up on every inquire that I had.

I learned a great deal from Barry throughout the process. From first learning about infinite banking through his webinar, to looking at my individual needs and goals, and implementing my plan. There was ample support from his staff that made the application process straightforward and uncomplicated, even with me being across the country. I look forward to a long relationship with Focus Wealth Group as my goals for retirement progress.

It was the easiest transaction ever! I loved getting this insurance policy! Quick, honest, and zero stress. Compared to traditional agents, a no-brainer. As advertised!👍👍👍👍👍👍👍👍👍👍👍👍👍

My experience with Barry and staff has been great. With me being new to this sort of investment, it was refreshing to talk with Barry, he takes his time to explain and make certain you understood the moves you're making. Highly recommend!

I have worked with Denise Boisvert, she is a very knowledgeable and nice person to work with. Although I'm sort of slow, she has the patience of explaining things more than once. Love dealing with her.

Barry really cares about educating. Not only did he help me get set up with a policy that fit what I am looking to achieve, but made sure I understood the 'how' and 'why'. Highly recommend working with Barry.

Barry answer all of my questions concerning my policy. He was very nice and patient.

Denise B. was awesome, she replied to emails, took our calls and did a great web conference for us to understand what the benefits are and how to use the product in different ways.

The team with I&E was able to build my trust and find the right policies for me. I plan to work with Barry and team going forward on my own financial goals and those of my family. The team was very professional and explain the whole process as we moved forward. I am recommending this team to my family and friends.

Barry was a pleasure to work with when I was searching for an insurance policy that fit my needs. The plan was outlined clearly, any questions I had were answered thoroughly, and meetings we held were fluidly. His experience and knowledge has made Barry invaluable as a resource for my financial goals as I continue to build more structured policies. I would highly recommend the services he provides.

Denise Boisvert was very helpful to me and my father in setting up our life insurance. She answered all our questions and kept up with us throughout the whole process. She is great and I appreciate her from start to finish!

Barry and his team are not only very knowledgeable, they are also attentive, responsive and very transparent in their dealings. I’m very satisfied with their communication, professionalism and overall service provided.

I was amazed at how the company made it so easy for me to set up and execute my policy. They were always available to answer my questions in a timely manner and made sure I had a through understanding of the details of my policy. I highly recommend!