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

I have worked with Denise Boisvert

I have worked with Denise Boisvert, she is a very knowledgeable and nice person to work with. Although I'm sort of slow, she has the patience of explaining things more than once. Love dealing with her.

15 grudnia 2022
Opinia niezależna
Oceniono na 5 z 5

Barry really cares about educating

Barry really cares about educating. Not only did he help me get set up with a policy that fit what I am looking to achieve, but made sure I understood the 'how' and 'why'. Highly recommend working with Barry.

3 stycznia 2023
Opinia niezależna
Oceniono na 5 z 5

Whole Life Insurance

Denise B. was awesome, she replied to emails, took our calls and did a great web conference for us to understand what the benefits are and how to use the product in different ways.

3 grudnia 2022
Opinia niezależna
Oceniono na 5 z 5

Trusted Team

The team with I&E was able to build my trust and find the right policies for me. I plan to work with Barry and team going forward on my own financial goals and those of my family. The team was very professional and explain the whole process as we moved forward. I am recommending this team to my family and friends.

16 grudnia 2022
Opinia niezależna
Oceniono na 5 z 5

Recommended Service

Barry was a pleasure to work with when I was searching for an insurance policy that fit my needs. The plan was outlined clearly, any questions I had were answered thoroughly, and meetings we held were fluidly. His experience and knowledge has made Barry invaluable as a resource for my financial goals as I continue to build more structured policies. I would highly recommend the services he provides.

23 listopada 2022
Opinia niezależna
Oceniono na 5 z 5

The Best!!!

Barry and his team are not only very knowledgeable, they are also attentive, responsive and very transparent in their dealings. I’m very satisfied with their communication, professionalism and overall service provided.

20 września 2022
Opinia niezależna
Oceniono na 5 z 5

I was amazed at how the company made it…

I was amazed at how the company made it so easy for me to set up and execute my policy. They were always available to answer my questions in a timely manner and made sure I had a through understanding of the details of my policy. I highly recommend!

2 grudnia 2022
Oceniono na 5 z 5

Barry is knowledgeable

Barry is knowledgeable, provides clear explanations and additional video support to go in depth on issues of concern. He is honest from an ethical standpoint and transparent of issues of concern to clients (to me in this case). Insurance has compensation and profit- so I had to get over the "upcharge" Dave Ramsey goes on about. After careful review, comparison to cash alternatives, comparison to real estate commission costs, and open conversation with Barry- I realized there every financial instrument has cost. Barry will tell you the truth, give you the numbers, and let you decide. An informative low pressure approach.

22 listopada 2022
Opinia niezależna
Oceniono na 5 z 5

I finally understand what it means to Be your own bank

When I heard about Being your own bank, Infinite Banking and the other terms used for this service I was intrigued. I watched Barry Brooksby's videos, did some research and was really excited to learn more. Since most of us don't know but about it there was skepticism from friends and family but with Barry's guidance I made the leap. I'm so glad I did! This is one of the most important and useful tools we have to secure our money, leverage it and gain independence from the traditional banks, lenders and accounts. Barry is always available, he is a wealth of information and dedicated to helping us understand the policies that will ultimately set us up for life! Thank you Barry, I wish everyone would keep an open mind and check this out!

18 listopada 2022
Opinia niezależna
Oceniono na 5 z 5

Whole Life insurance

I heard about Whole Life insurance on social media and so began researching it and found Focus Wealth Group through the search engine and began reading some articles written by Barry Brooksby.
The information they provided was very informative so I reached out and he responded quickly. He sent me some links to review and his videos explain Whole Life insurance in very easy format. There was no pressure to sign up with him. I was in talks with other representatives and he was the best!
He was very patient, informative, and answered all my questions. I decided to sign up and the process was very easy.
I received a physical copy of my policy in a very lovely back leather binder with a thumb drive and a nice company pen.
I wish I had done this sooner and learned about infinite banking but I’m grateful I found it and started this year. I highly recommend this company and Barry Brooksby!

1 września 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