clifford M.
The Broker was fantastic because he…
The Broker was fantastic because he showed he cared.
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.
Insurance and Estate Strategies LLC (insuranceandestates.com) has 303 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Insurance · Scottsdale, Arizona
Excellent

Insurance · Phoenix, Arizona
Excellent
Insurance · Tucson, Arizona
Excellent

Insurance · LITCHFIELD PARK, Arizona
Excellent
303 approved reviews, newest moderated first
clifford M.
The Broker was fantastic because he showed he cared.
David G.
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.
Daniel
Barry explains everything extremely clearly and thoroughly and is very knowledgeable.
Claudia S.
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!
customer
Denise is awesome! Denise is patient!
ArrieB
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!
David
Jason was extremely helpful walking me through my options. He was quick to respond, very detailed and overall amazing to work with. I'm very pleased with the experience and happy to have my policy set up.
Tony C.
Barry is an excellent source of helpful information regarding my coverage. He is always knowledgeable and positive.