Insurance and Estate Strategies LLCReviews of insuranceandestates.com

Denise Boisvert was amazing! She presented the exact solution I was looking for and she really understood the product and how to make it work for me!

I have had such a positive experience with Insurance and Estates. My agent, Denise Boisvert, was amazing and took the time to explain all of my options and answer each question I had. I would recommend them for all of your insurance and estate needs.

Denise Boisvert was very helpful with stepping me thru the process and helping me achieve the goal. I had spoke with agents from life insurance companies directly but Denise was the only who spoke directly to the infinite banking concept.

Barry was very knowledgeable and took the time to walk me through my specific situation. He wasn't trying to get me to use a cookie cutter policy, but listened to my needs and situation. From there, he advised me on the best approach and I couldn't be happier!

Excellent and personalized service. After reading 'Be Your Own Banker' Barry had numerous online educational videos to explain the benefits and mechanisms for putting the high early cash value life insurance concept into practice. He quickly generated an illustration and walked me through it in simple terms, answering each of my questions in detail. After completing my first policy application, he walked me through a similar policy for my son. Now I am excited to be on the way to being my own banker. I would give Barry 6 stars if possible?

Barry was very professional and provided honest feedback on the various options. He was patient while working through a longer than normal timeline.

I had done some research into cash value life insurance policies. Barry was able to answer the last of my questions and get me started. He has several videos that were very helpful, too. Barry took the time to listen to my needs and gave me two options, explaining both options well. He advised me, but left the final decision up to me with no pressure. I expect Barry will be a part of my financial team for a long time to come.

Barry and company are very knowledgeable in many areas when it comes to your financial goals. Be upfront with what you want and the goal(s) you are trying to accomplish. He provided me material for my specific use case to increase my understanding of how to reach my goals. If I ran into any issues or had questions, Barry was always quick to respond and explain how the process works. Thanks a lot Barry!