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: 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

Recommend them

Barry was easy to talk to, prompt with service, and very informative. I got exactly the policy I wanted with zero complications. I recommend them.

14 kwietnia 2023
Oceniono na 5 z 5

Working with Barry and his team was a…

Working with Barry and his team was a great experience. Very knowledgeable and professional. The software tools that that they use made the experience quick and easy. I would recommend them to anyone looking for alternative investment options.

23 marca 2023
Oceniono na 5 z 5

Denise Boisvert was kind and patient

Denise Boisvert was kind and patient. She would respond to me every time I would write and call. If she missed my call she would reach out to me later. Process went smoothly to me and I am sure it will be a good learning experience for me and that Denise will be a good teacher.

14 marca 2023
Oceniono na 5 z 5

Great overall experience! Thank you Denise!

Great overall experience! I appreciate the customer service. Correspondence during the transaction was timely and very helpful. Denise presented herself as a trustworthy professional. Her product knowledge and patience were key factors for me when I made my decision.

22 lutego 2023
Opinia niezależna
Oceniono na 5 z 5

Denise is GREAT!

Denise was great and very quick to respond to my emails. She is very detailed and took the time to walk me through and educate me on everything. I'm very excited to have Denise as my guide through this journey! I highly recommend to anyone.

9 lutego 2023
Opinia niezależna
Oceniono na 5 z 5

Stop Here for your Infinite Banking Needs

Not knowing which direction to go, I googled whole life insurance with infinite banking in mind. I stumbled onto insurance and estates by happenstance, completed the questionnaire and Denise responded, which seemed to be almost immediately. She asked if I were Looking for a traditional policy or infinite banking. Her question caught me by surprise because I’d read not many agents are familiar with infinite banking. When we had a chance to speak she explained this form of banking thoroughly, answered all of my questions and quelled my angst about trying something new. I would definitely recommend Denise/insurance and estates for you life insurance needs.

17 stycznia 2023
Opinia niezależna
Oceniono na 5 z 5

Trust & Follow Up

I wanted to hop on here and give Denise a 5 star review for the time and patience she put into our experience working together. I was introduced to the Infinite Banking Concept 6 months ago by another agent and have been going down this road to better understand the concept and how it works. My father in law found Denise in his due diligence and I reached out to her for a second opinion on the policy and illustrations I had already received from the other 2 companies. We had many discussions on which company offered what policies, why she liked certain companies, and based on what I was looking to accomplish, which company would be best for my investment strategies. The other companies offered policies without a lot of explanation or reasoning as to why they were pushing one company. For that alone, I felt she was striving to put me in the best policy for me and not the best commission based product for her. She worked hard to build my trust and did great at following up with me during a period of being overwhelmed at all the policy options and wanting to walk away from working on this. Im grateful she stuck with me and helped me get this in place for me and my families long term financial freedom.

8 lutego 2023
Opinia niezależna
Oceniono na 5 z 5

Focus Wealth Group

Barry and his team are quick to respond and very knowledgeable. No matter your circumstance, he’ll develop a plan that fits your needs.

1 stycznia 2023
Opinia niezależna
Oceniono na 5 z 5

Barry's broad knowledge instilled…

Barry's broad knowledge instilled confidence that I was receiving the best product for my needs. He thoroughly explained everything and answered any questions I had. I'm extremely pleased with his services and would highly recommend him.

13 grudnia 2022
Opinia niezależna
Oceniono na 5 z 5

Denise Boisvert

Denise Boisvert, Infinite Banking & Annuity Specialist was very thorough and quick to respond to my questions. She was very knowledgeable and followed up on every inquire that I had.

16 stycznia 2023
Oceniono na 5 z 5

I learned a great deal from Barry…

I learned a great deal from Barry throughout the process. From first learning about infinite banking through his webinar, to looking at my individual needs and goals, and implementing my plan. There was ample support from his staff that made the application process straightforward and uncomplicated, even with me being across the country. I look forward to a long relationship with Focus Wealth Group as my goals for retirement progress.

1 listopada 2022
Oceniono na 5 z 5

It was the easiest transaction ever

It was the easiest transaction ever! I loved getting this insurance policy! Quick, honest, and zero stress. Compared to traditional agents, a no-brainer. As advertised!👍👍👍👍👍👍👍👍👍👍👍👍👍

18 stycznia 2023
Opinia niezależna
Oceniono na 5 z 5

Great Experience

My experience with Barry and staff has been great. With me being new to this sort of investment, it was refreshing to talk with Barry, he takes his time to explain and make certain you understood the moves you're making. Highly recommend!

1 listopada 2022
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