Jay R.
A good experience
Denise is informative, concise, and fun to work with!
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.
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303 approved reviews, newest moderated first
Jay R.
Denise is informative, concise, and fun to work with!
Jason Hooten A.
Barry was very patient with me to ensure I understood all the concepts and elements of the policy. He had very thorough examples. He took all of my silly questions rather on a call or email. He was great to work with and to learn from. I feel confident about my policy and what it will establish for my family.
Curtis H.
In researching life insurance in the form of IBC, I stumbled across Barry's webinars online - I was impressed by how easily understandable he made the concepts. I immediately reached out and was greeted by a thoughtful, responsive person (and team) who laid out the entire process, and answered each of my many questions promptly. I look forward to continuing our relationship in the future.
Ulises K.
Denise has been an awesome asset, extensive knowledge of the policies, Denise truly took a time to understand what my goals are and help me desing a vehicle that will work for me and my family. And for that I am extremely thankful..
Cristian A.
Barry provided me with excelent customer service. He was prompt to my request, and very informative. I knew exactly what I wanted to do, but asked him to provide other information to compare and he delivered. Very detailed oriented and full of information, I felt safe making decisions based on his advixce and judgement. I recommend him 100% and I will continue seeking his advice for future investments.
suraj T.
I had a very good experience with Insurance and Estates. Specially, Denise Boisvert has been very thorough, knowledgeable and astitute insurance agent and guided me through the process to identify best life insurance product suitable to my needs and within budget. I recommend Denise to all individuals who want to start and life insurance policy an definitely she will help you through the process step by step!
Bryan
I recently opened my first whole life insurance policy. Barry and Kristen were great to work with and have been very helpful. I finally feel like my finances are heading in a positive, and secure direction.
Chris D.
Working with Barry and his team has been a great experience. I am a first time investor and was pleasantly surprised at the patience they had with me, and all my questions, and apprehension. I can 100% recommend this team for anyone wanting a personalized investment strategy with a personal touch.