David M.
My agent helped me with every question…
My agent helped me with every question I had in a prompt manner, with great expertise.
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
David M.
My agent helped me with every question I had in a prompt manner, with great expertise.
jed S.
To anyone that is interested in the Infinite Banking concept, I would highly recommend Barry Brooksby and his team. His ability to help you understand, and educate you in the process really puts your mind at ease, especially to something that can be a bit of a foreign idea at first. I stubbled across Barry and insuranceandestates.com by chance, and have been working with him for almost a year now, and will continue to do so from here on out. There are a lot of people that say they have your best interest at heart but he really does, and will put you and your family first. I was skeptical at first, being that contact was made off the internet, and that Infinite banking concept was so mind blowing, but it didn't take long for me to understand that Barry has a passion for people and wants you to create the best life you can for you and your loved ones.
Griffin J.
My experience with Barry from Insurance and Estates has been fantastic. He really went out of his way to explain everything related to IBC at a conceptual level and then listened to my financial goals and was able to creatively engineer a policy that suits me. Barry is highly knowledgeable, transparent, and easy to get along with. He will listen to your goals and needs more than anything else and then work with you to come up with a solution. I would recommend Barry and Insurance and Estates to anyone looking to get involved in IBC, regardless of whether you are a novice or an experienced investor.
Daniel C.
Insurance and Estates went above and beyond my expectations in establishing my Whole-Life insurance policy. I compared multiple agents' offers, as well as the information they provided, and concluded that Barry Brooksby and his team truly design their policies to maximize the "Cash-Value" capabilities while still taking into account flexible payments and a multitude of other "riders".
Mark D.
Barry Brooksby did a fantastic job explaining the concepts associated with "Infinite Banking" and using whole life insurance as another asset in my portfolio to help mitigate risk and increase liquidity. I highly recommend speaking to Barry if you are interested in learning more about how to implement this concept.
John M.
Barry was excellent throughout the entire process - very informative and transparent.
Donald W.
This was an amazing experience, when I first contacted Insurance and Estates, I barely knew anything about life insurance. Jason was very patient, informative and, clear in how he quickly educated me to make intelligent decisions on my financial future. I would definitely recommend Insurance and Estates to anyone.