Insurance and Estate Strategies LLCReviews of insuranceandestates.com

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.

The level of knowledge that Barry has far surpasses any insurance agent I have ever met. He is attentive to my goals and what I am trying to achieve for my family.

I had a wonderful experience working with Insurance and Estates. Barry (and Kristen) helped me throughout the process of setting up my whole life policy. It’s clear from the first time we talked he knows his business and genuinely cares for his clients. There was never a moment that I thought he was in this for his own interests or trying to “sell” me on a product/service. He listened to my needs and worked with me to find solutions. He also demonstrated extreme patience while answering the many questions I had as a newbie. I feel confident in my decision to use I&E for my investment needs and will continue to work with them in the future.

Thank you Barry for your incredible patience, explanations, time, and education! I have a spreadsheet with about 10 other policy options but kept going back to yours because it was....just better. You took the time to explain the differences for all of them with patience, understanding and thoroughness. I really appreciate all of your help!