Insurance and Estate Strategies LLC Anmeldelser 297

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 did an excellent job from start to finish making sure both myself and my parents were comfortable with the process. His assistance were also attentive and responsive, ensuring that we had timely... 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

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

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

297 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

Barry Brooksby is an Awesome Insurance Agent

Barry and his detailed zoom calls with us and all the information he provided so we could make our insurance decision was a smooth and very clean Process. I highly recommend Barry Brooksby for your Insurance Need's. We had others we considered ,however the attention to detail and no pressure approach won our Business and earned Barry Another Policy. DO not look anywhere else. He is your Guy!

1. august 2022
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Thanks to Denise for making my…

Thanks to Denise for making my experience so wonderful on getting my policy setup she explained the process very well and made it so simple to understand she also stayed in in contact with me throughout the whole time answering all of my questions and and helping me navigate through the process from start to finish very nice and polite thanks again for everything your the best .

16. september 2022
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

I highly recommend…

I highly recommend insuranceandestates.com. My experience with Barry Brooksby and his team has been wonderful. Barry is knowledgeable, thoroughly answers questions and is adept in communicating complex information in a way that can be easily understood.

15. august 2022
Vurdert til 5 av 5 stjerner

Barry is as advertised

Barry is as advertised. I know folks who were given a bill of sale for infinite banking and did not get the product they were sold. It’s unfortunate. He’s not kidding when he says you need someone experienced. We’re very pleased with our decision to use him and we will use him again when the time comes.

3. august 2022
Vurdert til 5 av 5 stjerner

Life Insurance

My experience with Barry Brooksby was great and couldn’t have went smoother. He took me through every step and process it took to starting life insurance. I felt that I could trust him going forward and started my life insurance policy with the help of him!

9. juli 2022
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

My IBC Policy

Thanks Barry, I appreciate you helping me navigate and understand my policy! Very communicative and willing to answer all questions. Thank you!

19. juni 2022
Vurdert til 5 av 5 stjerner

So great, thanks.

I was researching different ways one could make their hard earned money work for them and be safer than a bank or (what I believe) the state of the current stock market. I came across the infinite banking strategy and thought to myself, this makes a lot of sense. I want to learn more. I had a consultation with Barry and my confidence with this strategy grew. His knowledge in this subject, his calm and confident demeanor, and ability to be fully present during our conversations makes me feel that this is a great choice for my finances. I am excited to watch my hard earned money make money while it’s making money! (If that doesn’t make sense to you, call Barry, he’ll explain it.)
Thanks to you and your team.
Michal Ragsdale

10. juni 2022
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Don't look any further

Barry is absolutely amazing. Before I met Barry, I spoke to a few different agents about implementing the IBC concept but none of the illustrations provided were anywhere close to what Barry drew up for me. He is transparent, kind, and amazing to work with. He will be the only agent I will work with (and refer people to) when opening up policies in the future.

14. mai 2022
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Denise was excellent to work with

Denise was excellent to work with, she was very patient in explaining how it works and the benefits of the plan. Super helpful since we’re new to this type of product. I highly recommend her for any insurance products, very knowledgeable and not pushy!!

10. mai 2022
Vurdert til 5 av 5 stjerner

Denise Boisvert is responsive

Denise Boisvert is responsive, professional, helpful and knowledgeable. She was able to answer all the questions I had with a high-level of expertise and without any delay or need to get back to me. I highly recommend consulting Denise if you're considering a quality life insurance product!

2. mai 2022
Anmeldelse skrevet uten oppfordring

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