Insurance and Estate Strategies LLC Reviews 292

Honestly speaking, Barry wasn't our first choice. We actually choose another agent but when Barry followed up with us and we told him, he politely asked to review the other agent's illustration and gave his 25 year honest review. After that we decided to go with Barry and we could not be happier. We greatly appreciate his honesty and integrity to the Whole Life/IBC industry and ensuring that our current and future financial needs were meet.

I have Denise Boivert to thank for her knowledge, professionalism, and being an all around fantastic person. Denise was able to answer all my questions and was available to assist me-sometimes after hours-to ensure that I made the best decision regarding my life insurance plan.

I am grateful for her patience and thoroughness throughout this process and strongly recommend her.

I originally asked for an illustration for a 1035 exchange and received three. When I expressed interest in one of the "extras," I received two more options, and a variant of one of those was the one I eventually selected.

Nothing was rushed. Nothing was forced. Nothing was cookie cutter.

The follow-up after the policy was in place ensured I understood how the policy worked, when I should request additional assistance, etc.

Zero reservations about recommending.

Denise Boisvert was a spectacular agent to work with. She fielded multiple questions over a period of weeks, never failing to provide rapid response and accurate information, making the overall experience exceptional. Happy that I was able to work with her and her team.

My wife and I had our policies set up by Barry Brooksby. I must say he is very thorough & professional. Not only did he answer any questions we had, he made sure we had full understanding. He is patient, kind & very knowledgeable. We feel as though not only did we gain an asset in our insurance policy, we gained a new family member. We STRONGLY recommend Barry Brooksby for all of your insurance planning needs!

Working with Barry and his team was a very inviting and informative process. Barry's caring and attentive approach translates well with my "whole life" insurance process. His experience and knowledge of protective strategies, infinite banking and big picture thinking gave me confidence in my decisions. I would 100% recommend Insurance and Estate Strategies LLC!

Barry goes beyond his expert knowledge of the world of life insurance. He is prompt, accessible and ready to help no matter how small the issue or question. He clearly is a man who loves what he does and that shines through in his every action. Barry didn’t just sell my wife and I a policy—he brought us into his trusted family of resources, advice and guidance. I wish I knew Barry 20 years ago. Also a kudos to Kristen working in the background to make all this tick like a Swiss watch.

I had talked with Barry many times over the course of me deciding to go with my infinite banking program and he was always helpful with any questions or concerns. Barry has relatable life examples and dumbs the terms down to where even the simplest people could understand the work he is trying to accomplish by helping individuals plan for the future. I highly recommend giving him a call if you ever find yourself needing answers about infinite banking and/or many other financial subjects.

I recently had the pleasure of working with Barry Brooksby and I couldn’t be more satisfied with the experience. From the very beginning, he demonstrated exceptional professionalism and a deep understanding of the intricacies of IBC and whole life policies.

Barry is very patient and took the time to thoroughly explain all the options available to me, ensuring I understood the benefits and potential drawbacks of each. His responsiveness was impressive, always getting back to me quickly with answers to my questions. His professionalism made the process smooth and stress-free and his willingness to patiently answer all my questions made me feel confident and well-informed throughout the process.

I look forward to continuing to work with Barry and highly recommend him to anyone looking for a knowledgeable and trustworthy insurance agent or wealth coach. His expertise, dedication and genuine care for his clients truly sets him apart.

Thank you, Barry Brooksby, for your outstanding service!

A friend referred Barry to me since he was using him for Infinite Banking already. He was very helpful in understanding our situation and offered some options that did what we wanted to do. Would highly recommend.

Best company and policy. Thank you Barry! We will definitely come back to you

My whole is experience with Barry has been a weight lifted off my shoulders. He has guided and explained everything in a professional, and easy to understand way. Deciding to to business with him has put me at peace.

Barry was very easy to deal with and extremely knowledgeable.

Barry is extremely knowledgable about wealth, finances, and using whole life policies for IBC purposes. I'm confident he got me the best policy possible for my situation. He is passionate and breaks things down into digestible pieces that are easy to understand. And he's not pushy! I feel very fortunate to have him and the Insurance and Estates team in my corner. I would highly recommend working with Barry!

Barry is the best insurance agent I have ever met. He recently helped set up the high cash value whole life insurance policies for IBC for me and my family. He was there guiding me every step through the process with his vast knowledge on insurance. It helps my decision making process easy and informed. Barry is determined to build a long relationship with his clients and is willing to share his knowledge/experience not only on insurance but also on real estate investment. I am so glad that I found Barry through insuranceandestates.com and I highly recommend this website and Barry if you want to know anything about life insurance, especially IBC (infinite banking).

Barry Brooksby has been of great help and is always readily available for support. He is very thorough and polite. We are looking forward to our long-term relationship.

Barry was straightforward and informative.

Barry Brooksby has been my go-to insurance agent and wealth coach for 9 months now. He's incredibly responsive and always on top of things. Barry helped me set up my premium life insurance, demonstrating his expertise in tailoring solutions to individual needs.

His knowledge of concepts like Infinite Banking and high cash value whole life insurance sets him apart. Barry provides reliable, forward-thinking advice.

I highly recommend Barry for anyone seeking a knowledgeable, efficient, and trustworthy insurance agent and wealth coach. His service has been exceptional throughout our partnership.

There are many agents who promote Whole Life Insurance Policies.

And there are many options for how it can be done.

It can be a very complicated and time consuming process to understand what would be the best for you and your family.

Working with Barry Brooksby and his team you will save a lot of time and eventually money.

It is a very efficient process that helps you to eliminate potential mistakes.

Barry will structure for you the policy that would be perfectly tailored for your situation.

And if you decide to utilize all the benefits that your policy can provide you in combination with IBC (Infinite Banking Concept),

Barry will develop for you the best strategy to do it the right way.

Quickly contacted and provided all forms and info to read. Great service!