Insurance and Estate Strategies LLC Recenzje 

306
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

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.


Dane kontaktowe

5,0

Doskonała

Wynik TrustScore: 5 na 5

306 recenzji

5 gwiazdek
4 gwiazdki
3 gwiazdki
2 gwiazdki
1 gwiazdka

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.

5,0

Wszystkie recenzje

(306)

Liczba recenzji w ciągu ostatnich 12 miesięcy: 36

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

Best high cash value whole life policy

I appreciated Barry's availability to answer all of my detailed questions as I researched and analyzed whole life insurance policy options. I compared the options he offered to quotes from agents who work directly for big name life insurance companies, and the policy Barry put together for me was far superior in terms of projected growth. This was the best option for me for a high cash value whole life policy.

18 lipca 2023
Opinia niezależna
Oceniono na 5 z 5

I sleep better

Barry has been exceptional at helping me navigate the challenging financial world. I sleep better knowing he's here to help!

28 czerwca 2023
Opinia niezależna
Oceniono na 5 z 5

Barry and his team are fantastic!

Barry and his team are fantastic. Barry is incredibly knowledgeable in all things insurance, and walked me through the process step by step and was very patient. Would highly recommend!!

17 sierpnia 2023
Oceniono na 5 z 5

Enjoyable Experience

I've really enjoyed working with Barry. He's thoroughly answered all my questions and is prompt in his responses.

4 sierpnia 2023
Oceniono na 5 z 5

Barry is simply the best…

Barry is one of the best insurance agents by far. He is so professional and very knowledgeable - an expert. Barry has helped me and my husband with all our insurance needs. I trust him and he truly has become a part of my family and would definitely recommend him to anyone. Keep up the great work.

31 lipca 2023
Oceniono na 5 z 5

Barry my agent is great!

Barry my agent is patient and thoroughly knowledgeable about the whole life insurance with Lafayette. As I begun the application process and during the application process Barry kept me aware of the steps involved and what to expect. Kristin who works with Barry is pleasant and kind.

24 maja 2023
Opinia niezależna
Oceniono na 5 z 5

Who is the WLI man?

When looking for our WLI we wanted someone that really knew what we wanted. His knowledge about the WLI and the process was the main reasons why we sticked with Barry Brooksby.

14 czerwca 2023
Opinia niezależna
Oceniono na 5 z 5

More than basic service

Barry and Kristen have always been responsive to my questions and requests for information. They both exhibit a level of patience not often encountered in business these days. They provide more than just the necessary. They go above and beyond to help their customers understand, and that's very important to me.

13 czerwca 2023
Oceniono na 5 z 5

Great Service

From the time I spoke with Denise my agent I was very comfortable with her expertise and knowledge. Being a former agent myself I appreciate her honesty. I look forward to referring others to her services.

8 czerwca 2023
Oceniono na 5 z 5

I Had a Great Experience Working with Barry Brooksby

The professionalism of Barry Brooksby and his staff is commendable. He and his team are friendly, thorough, and patient with any questions asked of them.

They ensured the goals I wanted to accomplish and provided me with options to achieve my stated goals.

Barry gave me a thorough understanding of those options, and I moved forward without feeling pressured. I will recommend Barry Brooksby to family, friends, and associates.

Thank you for a great experience, Barry!

30 maja 2023
Opinia niezależna
Oceniono na 5 z 5

Great to work with

Barry did a great job explaining and designing the life insurance that I had hoped for. Highly recommend everyone to watch his webinars to see how his plans can benefit you

14 listopada 2022
Opinia niezależna
Oceniono na 5 z 5

Helpful and informative

This company is very helpful with answering any questions you may have while setting up your policy. The webinars are quite informative as well.

19 stycznia 2023
Opinia niezależna

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.

Oto 8 wskazówek jak napisać świetną recenzję.

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.

Dowiedz się więcej