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... See more
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Review summary
Based on reviews, created with AI
What people talk about most
Based on these reviews
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 complexit... See more
I don't think I have ever met anyone more patient and professional than Barry Brooksby. It was very hard for me to understand some of the IBC concept, and I almost gave up on it. Every time I emailed... See more
Company replied
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 b... See more
Denise worked with me to get my whole life insurance policy structured and active. She was very responsive to all my questions, and I felt very comfortable discussing my goals with her. I look forward... See more
I had a wonderful experience working with Denise Boisvert. The process was smooth, she communicated clearly, and she took the time to answer every question. Best of all, she helped me choose a plan th... See more
Barry with Insurance and Estates is amazing! He’s impeccable with his word and always makes himself available for clients needs. Very knowledgeable on insurance and he’s been great to work with. I wou... See more
Company replied
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 B... See more
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 wa... See more
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... See more
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... See more
In many ways, setting up a whole life dividend paying insurance was arranging for a life with a lot less worry. A lot less worry if something happened to me, knowing my wife would be fine, but e... See more
Company replied
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
Barry and his team did a great job overall. When I wanted to make changes to my policy before moving forward, he made the adjustments. He also gave me great information after the policy was purchased.... See more
Company replied
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. Defin... See more
Barry has been very amazing. He is extremely helpful. Barry has answered all my questions throughly. He has help me understand everything about whole life insurance. He is also extremely friendly a... See more
Company replied
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!
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 tra... See more
Barry has been a pleasure to work with over the past few months. He is extremely helpful and knowledgeable. He has answered any questions I had as well as walk me through certain processes I needed.... See more
Barry is there to answer any and all questions. I can email him or set up time and its easy. I had questions about taking a loan from my policy and Barry was attentive and knowledgeable. Thankful to... See more
Company replied
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…
Denise was very responsive during the entire process from beginning to end. Setting up an insurance policy can be time consuming but Denise did an excellent job. Highly recommended!!😊
Company replied
Working with Barry Brooksby has been an outstanding experience on every level. He provided personalized and strategic planning by taking the time to fully understand my goals before recommendi... See more
Company replied
You know when you spend months studying and researching in preparation for a big exam; only to find out the day of that it’s an open book test? That’s the best way I can describe my experience with Ba... See more
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!
Working with Barry is great experience
My agent took the time to discuss my policy features and options with me and answered all of my questions.
Barry was very efficient and helpful
Barry is so great to work with! He is very patient with all of our questions!
Company details
Written by the company
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.
Contact info
4602 E. Thomas Road, 85018, Phoenix, United States
- 1-877-787-7558
- info@insuranceandestates.com
- insuranceandestates.com
Barry is professional every step of the…
Barry is professional every step of the way. As a licensed agent myself I appreciated experiencing his process. Attention to detail every step of the way. Thank you Barry!
April 30, 2024
Unprompted review
Reply from Insurance and Estate Strategies LLC
Thank you for this wonderful review, especially coming from a fellow licensed agent! We're delighted that you appreciated Barry's professional process and attention to detail. Don't hesitate to reach out if you need anything!
Financial partner for life
Barry is extremely personable and genuine. Also he is very patient and easy to work with, and his team is equally efficient and streamlined. Would recommend to anyone.
June 4, 2024
Reply from Insurance and Estate Strategies LLC
Thank you for this wonderful feedback! We're thrilled that you've found Barry and our team both personable and efficient. Your recommendation means a lot to us - please don't hesitate to reach out if you need anything!
Very knowledgeable
Very knowledgeable, super helpful with the process and resourceful. I recommend them to everyone.
June 3, 2024
Unprompted review
Reply from Insurance and Estate Strategies LLC
Thank you for the kind review! We're glad we could be helpful and informative. We really appreciate your recommendation, and we're here whenever you need assistance!
New Insurance agent - great experience
Appreciate the communication and explanations as I went through the process of acquiring my new insurance policy. Quick responses and easy to talk to. Highly recommend.
May 2, 2024
Reply from Insurance and Estate Strategies LLC
Thank you for sharing your experience! We're glad you found the communication clear and responsive throughout your policy process. Never hesitate to reach out if you need anything!
Experienced!
Barry took time to match me with a policy that fit my goals as well as review current policies I have in place. Would recommend to anyone looking to start an infinite banking policy!
April 24, 2024
Unprompted review
Reply from Insurance and Estate Strategies LLC
Thank you for the wonderful review! We're so glad Barry could help find the right policy for your goals and provide that valuable policy review. If you need any help with your infinite banking strategy, don't hesitate to reach out!
Look no further than Insurance and Estates!
I've had the pleasure of working with Barry who has provided the care and consideration of my situation to attain the best option for my financial future. There are many agents to choose from, but I found I&E. I visited and perused their website information and watched their educational videos, which really sealed the deal for me in deciding who to work with. Education is key and when I decided to get started, I could not be happier in choosing I&E. Barry's knowledge, expertise, and attention to details gave me confidence in the decision I made with my whole life policy. I highly recommend I&E to anyone needing help with their financial and wealth building strategies. I am excited about actively building a plan to secure my financial future and that of my family through whole life insurance strategies, including long-term care options! Thank you Barry for your guidance and thank you I&E Team!
April 11, 2024
Reply from Insurance and Estate Strategies LLC
Thank you for this incredible review! We're thrilled that our educational resources helped you find us, and that Barry's expertise gave you confidence in your whole life and long-term care planning decisions. Your trust means everything to us. Don't hesitate to reach out whenever you need guidance with your wealth-building strategy!
Barry is TOP NOTCH
Barry is top notch! Our topic of conversation is still a newer one and he makes it all so easy to understand! And he helps make sure I fully understand what is going to work best for me and my goals. Very excited for the future with Barry on the team!
March 26, 2024
Unprompted review
Reply from Insurance and Estate Strategies LLC
Thank you for this fantastic review! We're delighted that Barry could make complex concepts easy to understand and align with your goals. We're excited to be part of your journey - don't hesitate to reach out anytime you need guidance!
Denise B was a pleasure to work with
Denise B was a pleasure to work with. The entire process was quick and easily understood.
March 10, 2024
Reply from Insurance and Estate Strategies LLC
Thank you for the kind feedback about Denise! We're glad she made the process quick and clear for you. Never hesitate to reach out if you need anything!
Found my guy
I feel very fortunate to have found Focus Wealth and Barry Brooksby to help navigate the murky waters of life insurance, estate planning, and retirement. Other agencies offered me a lot of salesmanship that is heavily weighted for their own benefit. Barry made the effort to build a relationship that clearly placed the goals of my family as the priority. I could not achieve the right plan through my local neighborhood agent, like I would have preferred, but Focus Wealth Group has that feeling of being right around the corner!
March 7, 2024
Unprompted review
Reply from Insurance and Estate Strategies LLC
Thank you for this wonderful review! We're touched that Barry made you feel like we're right around the corner while putting your family's goals first. Your trust means a lot to us. Please reach out anytime you need guidance with your planning!
Denise was very patient with all my…
Denise was very patient with all my questions and answered them all in a way that I totally understand. The process was painless and was easy to execute!
March 5, 2024
Unprompted review
Reply from Insurance and Estate Strategies LLC
Thank you for the great feedback about Denise! We're so glad she could answer all your questions clearly and make the process easy for you. Don't hesitate to reach out if you need anything!
The Best
Barry is hands down the best advisor in whole life insurance and provides unbiased advice for whole life insurance policies for Cash Value life insurance for IBC or infinite banking. He’s equally intelligible about creating a trust to protect your family and legacy. He’s someone that genuinely cares about protecting my family’s future and legacy and someone I would call a genuine friend. I will definitely be working with him again in the future as my needs continue to grow.
February 29, 2024
Unprompted review
Reply from Insurance and Estate Strategies LLC
Thank you for this incredible review! We're so touched that you found Barry to be both an expert advisor in whole life insurance and IBC, and a genuine friend who cares about your family's future. Looking forward to continuing to support your growing needs - don't hesitate to reach out anytime!
Working with Barry was easy
Working with Barry was easy. I didn’t fully know what I was looking for and not completely sure what I needed. I should have done more research as to how I wanted my policy set up. I feel like the closing process was rushed and felt a little pressured to sign the forms.
February 22, 2024
Reply from Insurance and Estate Strategies LLC
Thank you for your honest feedback about working with Barry. We appreciate hearing that the initial process was easy but understand your concerns about the closing feeling rushed. We'll use this feedback to improve. Please reach out if you'd like to review your policy setup or have any questions - we're always here to help!
Barry has been fantastic
Barry has been fantastic, very helpful! Responded quickly to all questions and concerns
February 23, 2024
Unprompted review
Reply from Insurance and Estate Strategies LLC
Thank you for the great feedback! We're glad Barry was so responsive and helpful with all your questions. Don't hesitate to reach out if you need anything!
I must decrease so Jesus can Increase
being able to be my own bank lead by the Holy Ghost, lead by the integrity of Gods word made manifest in my life, to include the wealth to advance his kingdom on earth
February 20, 2024
Unprompted review
Reply from Insurance and Estate Strategies LLC
Thank you for sharing your spiritual perspective on infinite banking! We're glad we could help align your financial strategy with your faith and kingdom-focused goals. Please don't hesitate to reach out if you need any assistance!
Satisfied with service & process
The deep insurance knowledge of Barry
December 14, 2023
Unprompted review
Reply from Insurance and Estate Strategies LLC
Thank you for the kind feedback! We're glad you appreciated Barry's expertise. Don't hesitate to reach out if you need anything!
Barry is fantastic!
January 20, 2024
Reply from Insurance and Estate Strategies LLC
Thank you for the enthusiasm! We're thrilled you had such a great experience with Barry. Don't hesitate to reach out if you need anything!
Cannot say enough good things about Barry!
I had the pleasure of working with Barry to obtain a whole life cash value insurance policy. Barry's approach was exceptional. He dedicated ample time to inform and educate me about the policy, demonstrating a commitment to transparency. Notably, he never applied pressure, and when I posed questions or challenges, he responded with factual information and case studies. Working with him was an absolute delight. The emphasis on education throughout the process truly set Barry and his team apart. I foresee a long-term relationship and anticipate engaging Barry for future policies, including those for my wife and children.
January 9, 2024
Unprompted review
Reply from Insurance and Estate Strategies LLC
Thank you for this wonderful review! We're thrilled that you appreciated Barry's educational approach and commitment to transparency. It means so much to hear you're looking to grow our relationship for your whole family's future planning. Please don't hesitate to reach out whenever you need assistance!
Great experience
Denise Boisvert was fantastic. The process was easy and the communication was great. All my questions were answered and she was able to get me the plans that made sense for me.
January 10, 2024
Unprompted review
Reply from Insurance and Estate Strategies LLC
Thank you for the wonderful feedback about Denise! We're so glad she made the process easy and helped you find the right plans for your needs. Don't hesitate to reach out if you need anything!
After spending 10 months trying to get…
After spending 10 months trying to get the policy I wanted with 2 different agents, I finally talked to Barry and the whole thing became simple. Barry is very knowledgeable. Barry and his assistant Kristen made the process very smooth. He answered all of my questions and I learned a lot in the process. They both respond quickly.
January 10, 2024
Unprompted review
Reply from Insurance and Estate Strategies LLC
Thank you for sharing your experience! We're so glad Barry and Kristen could simplify the process and get you the policy you wanted after such a long journey. Your trust means a lot to us - please don't hesitate to reach out if you need anything!
Barry is great to work with
Barry was patient with me in the beginning. I needed to understand details on what I wanted with his service and he explained it with precision. I am now a customer and excited about the financial benefits and future
September 1, 2023
Unprompted review
Reply from Insurance and Estate Strategies LLC
Thank you for this wonderful review! We're thrilled that Barry could help you understand all the details and get excited about your financial future. Don't hesitate to reach out if you need anything!
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