Insurance and Estate Strategies LLC Reviews
VerifiedAbout Insurance and Estate Strategies LLC
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 provide personalized guidance every step of the way.
Customer reviews (53)
- Barry· United States
Barry is extremely knowledgeable and…
Barry is extremely knowledgeable and explains everything so well.
- Barry· United States
Barry did an excellent job from start to finish
Barry did an excellent job from start to finish making sure both myself and my parents were comfortable with the process. His assistance were also attentive and responsive, ensuring that we had timely updates when needed
- Barry Brooksby· United States
The Gold Standard for Financial Education and Strategy
Barry Brooksby is a standout expert and a true advocate for anyone looking to master their finances. Between his incredible educational resources at InsuranceAndEstates.com and his leadership at Focus Wealth Group, Barry provides a level of clarity and service that is hard to find elsewhere. He is a gifted communicator and a master teacher of the trade. Barry doesn't just provide a service; he ensures you understand the 'why' behind every strategy. He is accessible, honest, and deeply customer-oriented, always making sure you feel supported and informed. If you want to work with an industry expert who operates with total integrity and treats your goals as his own, I highly recommend Barry Brooksby. Whether you are just starting to learn at Insurance and Estates or ready to take action with Focus Wealth Group, you are in the best possible hands.
- Kathryn Baker· United States
Highly recommended
Highly recommended. Great service and great value for money.
- Barry· United States
Barry was wonderful to deal with
Barry was wonderful to deal with. Educational first! That’s his goal and he definitely delivers as much education and support as is needed. Highly recommended for guidance and advising.
- Barry· United States
Excellent experience! 10/10!!
I've had a great experience working with Barry to open my insurance policy. From start to finish, he is a true professional, responsive, and extremely knowledgeable. He took the time to answer every question I had, making sure I fully understood my options and felt confident in my decisions.
- Deborah Gardner· United States
Consummate Professionals
With focused determination, we set out to ensure meeting our family's long-term and short-term needs. We interacted with several agents and agencies before finding I&E and Barry Brooksby. From the start, we recognized Barry was different from the numerous other agents with whom we interacted. He oozed compassion, concern, and integrity. I&E offered a treasure trove of information and 'mentoring' to solidify our decision, but Barry sealed the deal. He ensured we were comfortable with our decision, patiently answered our many questions, and restored our trust in the industry following a couple of very bad experiences.
- Barry· United States
I recommend Barry, he is very efficient and responsive.
Barry was very efficient and helpful
- Denise· United States
Denise helped with Whole Life policy
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 to working with her in the future.
- Shirley Turner· United States
Open notes…
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 Barry. I dedicated so much time researching insurance companies, policy structures, brokers, etc. only to find Barry who had all the answers. Once I saw my illustrations, I knew I made the right choice. Thanks Barry.