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... Zobacz więcej
Chociaż nie weryfikujemy konkretnych wypowiedzi, ponieważ opinie recenzentów są ich własnymi opiniami, recenzje mogą zostać oznaczone jako „Zweryfikowane”, jeśli uda nam się potwierdzić, że doszło do rzeczywistej interakcji biznesowej. Dowiedz się więcej
Aby chronić integralność platformy, każda recenzja na naszej platformie—zweryfikowana lub nie—jest sprawdzana przez nasze oprogramowanie działające w trybie 24/7. Technologia ta została zaprojektowana w celu identyfikowania i usuwania treści, które naruszają nasze wytyczne, w tym recenzji, które nie opierają się na prawdziwym doświadczeniu. Zdajemy sobie sprawę, że możemy nie wychwycić wszystkiego, dlatego możesz oflagować wszystko, co według Ciebie mogliśmy przeoczyć. Dowiedz się więcej
Zobacz, co mówią recenzenci
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... Zobacz więcej
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... Zobacz więcej
Reakcja na opinię
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... Zobacz więcej
Reakcja na opinię
Informacje dotyczące firmy
Napisane przez firmę
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.
Dane kontaktowe
4602 E. Thomas Road, 85018, Phoenix, Stany Zjednoczone
- 1-877-787-7558
- info@insuranceandestates.com
- insuranceandestates.com
Zaprasza klientów do wystawiania recenzji
Ta firma zaprasza swoich klientów do recenzowania niezależnie czy to dobre, czy złe recenzje
Jak firma korzysta z Trustpilot
Dowiedz się, w jaki sposób pozyskiwane, oceniane i moderowane są ich recenzje i oceny.
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!
Barry was instrumental...
Barry was instrumental in our moving forward with the policy. He took all the necessary time to explain the policy and its benefits and was available whenever we needed.
Working with Denisse was the best…
Working with Denisse was the best experience.
Thanks
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
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.
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!!
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!
Denise Boisvert went above and beyond
Denise Boisvert went above and beyond. She knowledgeable, passionate, professional and, very patient. I’m more than positive that we will definitely do business again.
Denise helped me every step of the way…
Denise helped me every step of the way and answered all my questions.
Great service and guidance!
Mr Brooksby is awesome
Mr Brooksby is awesome. He explains everything in details. He is very knowledgeable.
Infinitely grateful for Barry
Barry was attentive and generous with his time. He offered his knowledge and made me feel at ease while giving me thorough and honest feedback. He wasn’t salesy but educational. He really believes in his product and moves with integrity. The respect and appreciation I have for this man is huge. A pleasure to work with him.
Great!
Barry made this process so easy for us. Would definitely recommend for friends and family!
Barry was sincere
Barry was sincere, honest and helped me find the right product I was seeking. Highly recommend.
Smooth process and Denise explained…
Smooth process and Denise explained everything throughly. Thank you.
I would recommend
Denise was very knowledgeable on whole life policies and getting the most cash value. I appreciated the fact that the experience did not feel like a pressure sale.
Denise Boisvert
Denise Boisvert was great. She was very patient with me and when I was ready to complete the process she was there without any questions.
Denise Boisvert Is great and…
Denise Boisvert Is great and knowledgeable. She is very transparent and she is willing to answer any questions about insurance. I see her as an educator and while I worked with her she was very responsive.
Excellent!
Barry is so easy to work with. He takes the time to explain and make sure we understand. He is incredibly knowledgeable and a joy to work with.
Infinite Banking - Generational Wealth
We approached Barry about an infinite banking life insurance policy. After watching a video from his webinar page, we knew that this was the best way to start our financial legacy for our children. He was very communicative during the entire process of signing up. My wife and I will be getting a second policy issued later this year and we will be using his services for estate planning as well.
Thanks Barry for providing an invaluable service!
Doświadczenie Trustpilot
Każdy może napisać recenzję na Trustpilot. Osoby, które wystawiają opinie, mają prawo do ich edytowania lub usuwania w dowolnym momencie. Będą one wyświetlane, dopóki aktywne jest konto.
Wykorzystujemy wiedzę odpowiednio wykwalifikowanych pracowników oraz sprytną technologię, aby chronić naszą platformę. Dowiedz się, jak zwalczamy fałszywe recenzje.
Dowiedz się więcej o procesie recenzji Trustpilot.
Weryfikacja może pomóc zapewnić, że recenzje, które czytasz na Trustpilot są napisane przez prawdziwych ludzi.
Oferowanie zachęt w zamian za pisanie recenzji lub wysyłanie próśb o ich wystawienie w sposób selektywny może wpłynąć na TrustScore, co jest sprzeczne z naszymi wytycznymi.








