Insurance and Estate Strategies LLCReviews of insuranceandestates.com

Working with Denise Boisvert has been great. She is no nonsense and gets straight to the point. The process has been very easy and smooth, also no pressure sales. I would go to her again for any future needs without hesitation.

Denise B. was very thorough with explaining my plan and hearing what I was trying to achieve with my plan.

I have to say that Barry Brooksby is a class act. He is very professional and yet down to earth in the way he conducts himself. This approach led to a solution, specific to all our financial needs. He led us down a path that was a perfect fit for our point in life and what our objectives were looking forward. I would highly recommend Barry and his team for any financial services, assistance you may need. He is a trustworthy, honest professional who is focused on providing a best fit solution to all his clients. Happy to provide some feedback here. Best - Ray Kellogg

Great material on the website. Barry is very patient and available for any questions or concerns. Quick correspondence as well.

Barry and his team are wonderful! no matter how many different scenarios I asked them to run they ran them and then I was able to decide on an option that was ideal for me. Barry is patient and warm and very knowledgable. I highly recommend him and his company.

Denise was amazing to work with. From the beginning she knew exactly what I was looking for and had a policy drafted the next day. A couple minor tweaks and we were off. She is no nonsense, straight to business, with no fluff which I like!! She is very knowledgeable and I can 100 percent recommend her!!

I feel blessed that I found Barry Brooksby. I had been curious about high cash value whole life insurance for over a year and started watching YouTube videos. I'm in the film industry, so the quality of the video and how they convey their message was very important to me. Hands down, Barry Brooksby's company had the best videos. I felt like they really knew their products and could convey these complex concepts easily to anyone. I also wanted to be sure to work with someone who knew Nelson Nash's strategy, so I was happy to see that Barry is a certified practitioner. Mind you, one of my best friend's is an insurance agent, but she wasn't familiar with this strategy, and I needed someone with experience to walk me through this. I also had been burned by another agent who never called me back once he got my money, so I wasn't going to use him again. I booked an appointment through Barry's online calendar (24/7 access!), and met him via Zoom. During our meeting, Barry was very warm, patient and professional. He answered all of my questions, so I asked asked him to prepare policies for me and my daughter. He agreed. Kristen Shoemaker, the company's Admin Asst, was on top of everything! She communicated with me the entire time and prepared all of the virtual documents via DocuSign. Sometimes, I didn't get the docs back to them timely, but they never made me feel badly about it - they just patiently kept reminding me. Once I was approved, I scheduled a meeting with Barry again because I had questions - easy peasy through the online calendar. When the policies were in place, they sent me copies (their presentation was really great! I won't spoil it so you are surprised like I was) and this time Barry called me to go over my policy and made sure I understood everything. Over the years, I have dealt with lots of insurance companies. Barry and his team are the best I've worked with. They are professional, experienced and kind. Don't hesitate. Just call them. You won't regret it.

Randomly searching the internet on the best life insurance policy, I found an article that Barry co-wrote. I contacted him and since then he has been patient and helpful. I’m a newbie in the insurance world and he provided step by step guidance on which policy would best fit my needs. I thank Barry for his support and I will continue to obtain guidance for my financial decisions.