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
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
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... 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.
Excellent advice on life insurance
Excellent advice on life insurance. Great coverage recommendations and companies that provided comprehensive service.

Odpowiedź od Insurance and Estate Strategies LLC
Barry has been very helpful in…
Barry has been very helpful in answering my questions and helping me build wealth for me and my family in the future. He explains the ‘why’ the ‘how’ and all in common terms!

Odpowiedź od Insurance and Estate Strategies LLC
Denise was so very helpful throughout…
Denise was so very helpful throughout our entire process. Appreciate her patience during all of our questions. She is very knowledgable about the product and space. Her service is greatly appreciated and highly recommended!

Odpowiedź od Insurance and Estate Strategies LLC
Barry is immensely excellent and…
Barry is immensely excellent and knowledgeable to work with. He helps to guide you thoroughly with Whole Life/IBC process and ensures confidence in the financial decisions to enrich your future. Definitely recommend!

Odpowiedź od Insurance and Estate Strategies LLC
Policy Review & Progress
My agent took the time to discuss my policy features and options with me and answered all of my questions.

Odpowiedź od Insurance and Estate Strategies LLC
Barry is so great to work with
Barry is so great to work with! He is very patient with all of our questions!

Odpowiedź od Insurance and Estate Strategies LLC
Work with Barry Brooksby!
Barry was wonderful to work with. His YouTube videos caught my attention and now I'm a customer for life! He explains your policy in detail and is there to answer your questions each step along the way.

Odpowiedź od Insurance and Estate Strategies LLC
Barry Brooksby is an EXPERT
Barry Brooksby is professional, informative, and incredibly accommodating. Several months after Barry wrote our initial policy we needed to take a loan and he was STILL accessible. We have since had Barry create three additional properly structured policies and will be writing one for our new grandchild this month.

Odpowiedź od Insurance and Estate Strategies LLC
Working with Barry is great experience

Odpowiedź od Insurance and Estate Strategies LLC
Building towards the future
I was able to get really good information on what would work best for me at the current time. Helping me to build a better future for my family.

Odpowiedź od Insurance and Estate Strategies LLC
It was very simple
It was very simple, created exactly what I needed and answers all the questions that I could come up with.

Odpowiedź od Insurance and Estate Strategies LLC
Great experience, highly recommend
Barry was great to work with, is easy to talk to, and very knowledgeable. He helped me come with a plan that worked great for me. Highly recommend!

Odpowiedź od Insurance and Estate Strategies LLC
Barry is one of a kind
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 thoughtful (not cookie-cutter) suggestions. He has tons of experience and loves to help others find their path to financial freedom. Highly, highly recommend him.

Odpowiedź od Insurance and Estate Strategies LLC
Bringing Simplicity to a World of Complexity
Barry is very personal and truly cares. He has gone the extra mile to ensure I understand the complexities in life insurance. I guess I could say he brings simplicity to a world of insurance complexity. I did my due diligence and shared my plan with competitors who said "this thing is bullet proof". No more to be said.

Odpowiedź od Insurance and Estate Strategies LLC
Excellent
Barry's knowledge is above par - he took time to find out what our goals were and was able to assist us to strategies and put us on the right track to reach those goals

Odpowiedź od Insurance and Estate Strategies LLC
Barry has a wealth of knowledge that he…
Barry has a wealth of knowledge that he is very willing to share to help his clients. Appreciate his guidance and direction in helping me navigate the concepts of the infinite banking system…

Odpowiedź od Insurance and Estate Strategies LLC
Whole life insurance
Barry is a highly professional and dedicated insurance agent who truly stands out. His passion for helping clients and his deep knowledge of whole life insurance made the entire process smooth and transparent. Barry goes the extra mile to ensure his clients fully understand their options and feel confident in their decisions. I truly appreciate his professionalism, care, and commitment to excellent service.

Odpowiedź od Insurance and Estate Strategies LLC
Good experience so far
Barry was thorough and patient in answering all my questions. Also, the benefits of this type of policy cannot be over-emphasized,as I am comforted by the fact that not only the death benefit grows but the cash value also. I just started a couple.months ago but im looking forward to borrowing from the cash value as it is the most affordable way to build wealth! I'm pleased with the progress so far.

Odpowiedź od Insurance and Estate Strategies LLC
Delivered on the product I wanted.
I was able to get in contact with Denise on the same day. She provided a couple of whole life insurance options right away. We eventually decided to purchase one of those options. Very helpful all along the process.

Odpowiedź od Insurance and Estate Strategies LLC
Best of the Best
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 next step. My only regret is I didn't know about this strategy years ago, even though I have a traditional WL policy with another company. I am so pleased with the results so far, that I am converting my other policies.

Odpowiedź od Insurance and Estate Strategies LLC
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.







