Insurance and Estate Strategies LLC Arvostelua 

305
TrustScore 5/5 tähteä

5,0

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

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Katso, mitä arvostelun kirjoittajat sanovat

Saanut 5/5 tähteä

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

Saanut 5/5 tähteä

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

Saanut 5/5 tähteä

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

Saanut 5/5 tähteä

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

  1. Henkivakuutusyhtiöt

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

5,0

Erinomainen

TrustScore 5/5 tähteä

305 arvostelua

5 tähteä
4 tähteä
3 tähteä
2 tähteä
1 tähti

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5,0

Kaikki arvostelut

(305)

36 arvostelua kuluneen 12 kuukauden aikana

Kirjoita arvostelu
Yritykset eivät saa tarjota kannustimia tai maksaa arvostelujen piilottamisesta Trustpilotissa. Arvostelut ovat yksittäisten käyttäjien mielipiteitä, eivät Trustpilotin. Lue lisää

Saanut 5/5 tähteä

Excellent help, gave detailed explanation

Jason was very patient with all my questions (despite asking the same questions over and over!) and gave detailed explanation of everything he was sharing with me. He explained the whole process to me and simplified it for me to understand what I signing up for. He was also very responsive via email and texts. Thank you.

28. syyskuuta 2022
Saanut 5/5 tähteä

Outstanding trust worthy service !!

Barry and his team have been great regarding every aspect of my transactions and dealings with them. Always answering my questions and responding to inquiries quickly. Like many people I was hesitant and worried it wouldn’t work as described. My only regret is not getting an ibc type policy sooner.

10. lokakuuta 2022
Saanut 5/5 tähteä

Financial freedom

It was great working with Barry and his team. He answered all of my questions and tailored my policy to my financial goals. Barry was very professional and took the time to get to know me and my family. I highly recommend Barry to anyone looking for financial freedom!

1. syyskuuta 2022
Saanut 5/5 tähteä

Highly recommended experts

Barry and the team were excellent! They took the time to understand my goals and unique needs and create the perfect policy for our family. They answered any questions that I had and proactively setup a follow up meeting to make sure that I understood everything. Highly recommended!

11. elokuuta 2022
Saanut 5/5 tähteä

Jason helped me with a whole life…

Jason helped me with a whole life policy, protecting my daughter as well as go through the process without disrupting my over the road work as a trucker. Some times as a trucker it's hard to get on site medical while going state to state, as a non smoker I qualified, Jason is awesome

6. heinäkuuta 2022
Saanut 5/5 tähteä

Policy Review Follow-up

I received a follow-up policy review call with my agent which was set up for my convenience at the precise hour appointed. All questions and concerns were handled professionally and satisfactorily. My agent impressed that he is there for any and all future business transactions regarding future securities or concerns, which gave me peace of mind. I give a 5 star rating according to my personal experience.

19. syyskuuta 2022
Saanut 5/5 tähteä

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. elokuuta 2022
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

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. syyskuuta 2022
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

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. elokuuta 2022
Saanut 5/5 tähteä

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. elokuuta 2022
Saanut 5/5 tähteä

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. heinäkuuta 2022
Oma-aloitteinen arvostelu

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