Insurance and Estate Strategies LLC Recenzje 

305
Wynik TrustScore: 5 na 5

5,0

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

Oceniono na 5 z 5

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

Oceniono na 5 z 5

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

Oceniono na 5 z 5

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

Oceniono na 5 z 5

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

  1. Agencja ubezpieczeń na życie

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

5,0

Doskonała

Wynik TrustScore: 5 na 5

305 recenzji

5 gwiazdek
4 gwiazdki
3 gwiazdki
2 gwiazdki
1 gwiazdka

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Dowiedz się, w jaki sposób pozyskiwane, oceniane i moderowane są ich recenzje i oceny.

5,0

Wszystkie recenzje

(305)

Liczba recenzji w ciągu ostatnich 12 miesięcy: 37

Napisz recenzję
Firmy korzystające z platformy Trustpilot nie mogą oferować żadnych zachęt ani płacić za ukrywanie recenzji. Recenzje są opiniami poszczególnych użytkowników, a nie platformy Trustpilot. Dowiedz się więcej

Oceniono na 5 z 5

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 czerwca 2022
Oceniono na 5 z 5

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 czerwca 2022
Opinia niezależna
Oceniono na 5 z 5

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 maja 2022
Opinia niezależna
Oceniono na 5 z 5

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 maja 2022
Oceniono na 5 z 5

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 maja 2022
Opinia niezależna
Oceniono na 5 z 5

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.

13 kwietnia 2022
Opinia niezależna
Oceniono na 5 z 5

Great!

Barry made this process so easy for us. Would definitely recommend for friends and family!

12 kwietnia 2022
Opinia niezależna
Oceniono na 5 z 5

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.

6 kwietnia 2022
Opinia niezależna
Oceniono na 4 z 5

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.

6 kwietnia 2022
Opinia niezależna
Oceniono na 5 z 5

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.

6 kwietnia 2022
Opinia niezależna
Oceniono na 5 z 5

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.

16 marca 2022
Oceniono na 5 z 5

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!

14 marca 2022

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