I found Barry through his instructive video where he demonstrated his intricate knowledge of the nuances of the different types of whole life plans. He guided me to the plan that best fit my goals for... Näytä lisää
Emme tarkista arvosteluissa esitettyjen väitteiden paikkansapitävyyttä, sillä arvostelut ovat arvostelijoiden omia mielipiteitä. Arvostelu voi kuitenkin saada Varmennettu-merkinnän, jos pystymme todentamaan, että arvostelun kirjoittaja on asioinut yrityksen kanssa. Lue lisää
Alustan luotettavuuden varmistamiseksi kaikkien arvostelujen – varmennettujen ja varmentamattomien – on läpäistävä automaattinen seulonta, joka on käynnissä kellon ympäri. Järjestelmä tunnistaa ja poistaa ohjeistustemme vastaisen sisällön – myös arvostelut, jotka eivät perustu aitoon asiointiin. Tiedostamme, että asiattomia arvosteluja saattaa tästä huolimatta päästä läpi. Voit tehdä meille ilmoituksen mistä tahansa arvostelusta, jonka uskot jääneen meiltä huomaamatta. Lue lisää
Katso, mitä arvostelun kirjoittajat sanovat
Working with Barry has been unbelievably easy. He has an impressive ability to translate complicated financial information into simple terms, which I need! His manner is supportive and informative—I f... Näytä lisää
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... Näytä lisää
Yritys on vastannut
So thankful this information is readily available through this team in straight forward guidance. Denise's latest book, written in easy-to-understand language, is what really inspired me to take the... Näytä lisää
Yritys on vastannut
Yrityksen tiedot
Yrityksen kirjoittama
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.
Yhteystiedot
4602 E. Thomas Road, 85018, Phoenix, Yhdysvallat
- 1-877-787-7558
- info@insuranceandestates.com
- insuranceandestates.com
Pyytää asiakkailta arvosteluja
Tämä yritys pyytää asiakkailtaan arvosteluja – olivat ne sitten hyviä tai huonoja
Kuinka tämä yritys käyttää Trustpilotia
Tutustu arvostelujen ja arvosanojen lähteisiin, pisteytykseen ja moderointiin.
Was impressed with how easy it was to…
Was impressed with how easy it was to get in contact and ask questions. The educational materials were beneficial and presented in a professional manner. Happy to have them as a partner going into the future.
Recommend them
Barry was easy to talk to, prompt with service, and very informative. I got exactly the policy I wanted with zero complications. I recommend them.
Very knowledge about Whole Life Policies
Barry was a pleasure to deal with and very knowledgeable about whole life insurance policies. Highly recommend.
Barry was great and very informative
Barry was great and very informative. Put together a very good insurance policy for myself and my family.
Working with Barry and his team was a…
Working with Barry and his team was a great experience. Very knowledgeable and professional. The software tools that that they use made the experience quick and easy. I would recommend them to anyone looking for alternative investment options.
Denise Boisvert was kind and patient
Denise Boisvert was kind and patient. She would respond to me every time I would write and call. If she missed my call she would reach out to me later. Process went smoothly to me and I am sure it will be a good learning experience for me and that Denise will be a good teacher.
Great overall experience! Thank you Denise!
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 is GREAT!
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.
Stop Here for your Infinite Banking Needs
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.
Trust & Follow Up
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 is the best!
Barry was very kind and helpful and explained everything very well.
Focus Wealth Group
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…
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
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…
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
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!👍👍👍👍👍👍👍👍👍👍👍👍👍
Great Experience
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
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.
Trustpilot-kokemus
Kuka tahansa voi kirjoittaa Trustpilot-arvostelun. Arvostelun kirjoittajalla on oikeus muokata tai poistaa niitä milloin tahansa, ja ne näkyvät niin kauan kuin tili on aktiivinen.
Käytämme omistautuneita ihmisiä ja älykästä teknologiaa alustamme turvaamiseen. Lue lisää siitä, miten torjumme väärennettyjä arvosteluja.
Tutustu Trustpilotin arviointiprosessiin.
Varmennus auttaa takaamaan, että Trustpilotissa lukemasi arvostelut ovat todellisten henkilöiden kirjoittamia.
Kannustimien tarjoaminen arvosteluille tai arvostelujen pyytäminen valikoivasti voi vääristää TrustScore-tulosta, mikä on sääntöjemme vastaista.








