Insurance and Estate Strategies LLC Recenzje 

306
Wynik TrustScore: 5 na 5

5,0

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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

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

Oceniono na 5 z 5

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

  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.


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5,0

Doskonała

Wynik TrustScore: 5 na 5

306 recenzji

5 gwiazdek
4 gwiazdki
3 gwiazdki
2 gwiazdki
1 gwiazdka

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5,0

Wszystkie recenzje

(306)

Liczba recenzji w ciągu ostatnich 12 miesięcy: 36

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Oceniono na 5 z 5

Excellent advice on life insurance

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

20 stycznia 2026
Opinia niezależna
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Odpowiedź od Insurance and Estate Strategies LLC

Thank you. Getting the coverage right and getting you to a carrier that actually services it are two separate jobs, and both have to land.

Glad they did. Reach out anytime.

Best regards,
Jason

Oceniono na 5 z 5

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!

20 lutego 2026
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Odpowiedź od Insurance and Estate Strategies LLC

Robert, thank you. Glad Barry has been a help to you and your family.

Reach out anytime.

Best regards,
Jason

Oceniono na 5 z 5

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!

1 lutego 2026
Opinia niezależna
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Odpowiedź od Insurance and Estate Strategies LLC

Thank you. Denise never rushes anyone, and I am glad that came through.

Reach out anytime.

Best regards,
Jason

Oceniono na 5 z 5

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!

4 lutego 2026
Opinia niezależna
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Odpowiedź od Insurance and Estate Strategies LLC

Clayton, thank you. Glad the IBC side of it made sense and that you came out of it confident in the decision.

Reach out anytime.

Best regards,
Jason

Oceniono na 5 z 5

Policy Review & Progress

My agent took the time to discuss my policy features and options with me and answered all of my questions.

29 stycznia 2026
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Odpowiedź od Insurance and Estate Strategies LLC

Jonathan, thank you. Reviewing a policy that is already in force is the part that is easiest to let slide, so I am glad yours got real time on the calendar.

Reach out anytime.

Best regards,
Jason

Oceniono na 5 z 5

Barry is so great to work with

Barry is so great to work with! He is very patient with all of our questions!

26 stycznia 2026
Opinia niezależna
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Odpowiedź od Insurance and Estate Strategies LLC

Audra, thank you. Ask him as many as you want. That is what he is there for.

Reach out anytime.

Best regards,
Jason

Oceniono na 5 z 5

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.

31 lipca 2025
Opinia niezależna
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Odpowiedź od Insurance and Estate Strategies LLC

Crystal, thank you. Good to hear the videos were what brought you in. We make those without knowing who is on the other end, so it helps to find out now and then.

Glad Barry took it from there. Reach out anytime.

Best regards,
Jason

Oceniono na 5 z 5

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.

24 grudnia 2025
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Odpowiedź od Insurance and Estate Strategies LLC

Jeff, thank you. The loan is the part of that story that matters most. That is the moment the whole thing either works the way it was explained or it does not, and it is also the moment a lot of agents have gone quiet.

Four policies and one on the way for a grandchild says the rest. Congratulations on the new addition.

Reach out anytime.

Best regards,
Jason

Oceniono na 5 z 5

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.

10 grudnia 2025
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Odpowiedź od Insurance and Estate Strategies LLC

Justin, thank you. What works right now and what works in ten years are not always the same thing, and getting the first one right is what makes the second one possible.

Glad you have a direction for your family. Reach out anytime.

Best regards,
Jason

Oceniono na 5 z 5

It was very simple

It was very simple, created exactly what I needed and answers all the questions that I could come up with.

10 grudnia 2025
Opinia niezależna
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Odpowiedź od Insurance and Estate Strategies LLC

Jaylen, thank you. Simple is harder to produce than it looks, so that is a good word to hear.

Best regards,
Jason

Oceniono na 5 z 5

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!

18 września 2025
Opinia niezależna
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Odpowiedź od Insurance and Estate Strategies LLC

Eric, thank you. The word I like there is yours. A plan that works great for you is not the same as a plan that works great in general, and only one of those is worth building.

Reach out anytime.

Best regards,
Jason

Oceniono na 5 z 5

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.

29 października 2025
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Odpowiedź od Insurance and Estate Strategies LLC

Chad, thank you. Being the same person on a call that you are on camera sounds like a low bar until you meet enough people who are not.

Glad the suggestions felt built for you rather than pulled off a shelf. Reach out anytime.

Best regards,
Jason

Oceniono na 5 z 5

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.

11 listopada 2025
Opinia niezależna
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Odpowiedź od Insurance and Estate Strategies LLC

Brian, thank you. You did the thing more people should do, which is take the plan to people who had every reason to find a hole in it.

That it came back clean means more than anything we could have told you ourselves.

Best regards,
Jason

Oceniono na 5 z 5

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

28 października 2025
Opinia niezależna
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Odpowiedź od Insurance and Estate Strategies LLC

Elsa, thank you. Goals first, strategy second. It only works in that order, and it is remarkable how often it gets run backward.

Glad you are on track. Reach out anytime.

Best regards,
Jason

Oceniono na 5 z 5

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…

27 października 2025
Opinia niezależna
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Odpowiedź od Insurance and Estate Strategies LLC

Jerome, thank you. Glad the infinite banking side of it is starting to make sense. It usually clicks all at once.

Best regards,
Jason

Oceniono na 5 z 5

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.

30 września 2025
Opinia niezależna
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Odpowiedź od Insurance and Estate Strategies LLC

Thank you. Glad the process was smooth and that you came out of it understanding your options.

Best regards,
Jason

Oceniono na 5 z 5

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.

18 września 2025
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Odpowiedź od Insurance and Estate Strategies LLC

Dionne, thank you. A couple of months in is early, and the fact that you already understand how the pieces move puts you ahead of most.

When you are ready to take a loan, talk to Barry first so you get the timing and the structure right. That conversation is worth having before you need the money rather than after.

Best regards,
Jason

Oceniono na 5 z 5

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.

9 września 2025
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Odpowiedź od Insurance and Estate Strategies LLC

Mike, thank you. Same-day contact and real options on the table is exactly how Denise works, and it is the part people notice most.

Reach out anytime.

Best regards,
Jason

Oceniono na 5 z 5

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.

30 sierpnia 2025
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Odpowiedź od Insurance and Estate Strategies LLC

Cynthia, thank you. I would push back gently on the regret. You found it, you understood it, and you acted, and plenty of people never get past the first of those three.

Glad Denise's book was the thing that made it land. Reach out anytime.

Best regards,
Jason

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