Insurance and Estate Strategies LLC Reviews 264

Barry has been very amazing. He is extremely helpful. Barry has answered all my questions throughly. He has help me understand everything about whole life insurance. He is also extremely friendly and willing to talk in the phone. I highly recommend Barry and team.

Date of experience: June 14, 2025

Barry and his team did a great job overall. When I wanted to make changes to my policy before moving forward, he made the adjustments. He also gave me great information after the policy was purchased.

Date of experience: June 12, 2025

Denise was very responsive during the entire process from beginning to end. Setting up an insurance policy can be time consuming but Denise did an excellent job. Highly recommended!!😊

Date of experience: June 12, 2025

I don't think I have ever met anyone more patient and professional than Barry Brooksby. It was very hard for me to understand some of the IBC concept, and I almost gave up on it. Every time I emailed or called Barry, he would patiently and calmly reiterate the information and go further to reference some of his videos or links.

Date of experience: June 11, 2025

Barry is there to answer any and all questions. I can email him or set up time and its easy. I had questions about taking a loan from my policy and Barry was attentive and knowledgeable. Thankful to know him!!

Date of experience: June 10, 2025

I particularly enjoyed the educational videos.. Well explained and informative.. All free of charge.. It made my choice with them easy

Date of experience: May 19, 2025

Barry is very educated on whole life, overfunded policies and got me set up with a great policy. Easy to work with too.

Date of experience: May 13, 2025

Working with Barry Brooksby has been an outstanding experience on every level. He provided personalized and strategic planning by taking the time to fully understand my goals before recommending a policy. What I appreciated most was how he tailored everything specifically to my situation and guided me through the structure and strategic use of a high-cash-value life insurance policy that supports my long-term objectives.

Barry’s integrity and transparency really stood out. There was never any pressure—just honest, unbiased advice. He even reviewed proposals I had received from other agents, giving me the confidence that I was making the most informed decision possible. It was clear from the beginning that he was focused on what was best for me.

His exceptional knowledge and expertise around whole life insurance and the Infinite Banking Concept (IBC) was apparent throughout our conversations. He walked me through complex financial topics with clarity, used case studies and comparisons to illustrate key points, and made sure I had a solid understanding before moving forward.

I also valued Barry’s patience and clarity in communication. He explained every concept in simple, relatable terms and took the time to answer all of my questions without ever rushing the conversation. His calm, thoughtful approach helped me feel confident and supported at every step.

The topic we discussed most was around Barry's personal experience and his client's experience using IBC as it relates to real estate investing, which is the original reason that brought me to Barry in the first place. I truly feel like I’m working with someone who is not only an expert in his field but also genuinely invested in helping me succeed. I highly recommend Barry to anyone looking for a trusted and strategic financial partner.

Date of experience: January 21, 2025

In many ways, setting up a whole life dividend paying insurance was arranging for a life with a lot less worry. A lot less worry if something happened to me, knowing my wife would be fine, but equally knowing that we both would be fine in retirement, given the amazing investment benefits this policy provides now, heading towards retirement, and ultimately in retirement.

To make sure you do this right is an understatement.

Barry Brooksby’s knowledge in this area is encyclopedic, practical, and extremely helpful. This is a place where you need specialized advice, the “do-it-yourself” approach just doesn’t cut it.

And I haven’t come across better advice than Barry’s yet. He took the time, ran multiple iterations of the various policies from a number of companies until I was satisfied we found the policy that fulfilled my objectives. I would recommend Barry without hesitation.

Date of experience: April 17, 2025

Barry with Insurance and Estates is amazing! He’s impeccable with his word and always makes himself available for clients needs. Very knowledgeable on insurance and he’s been great to work with. I would highly recommend him to anyone interested in started a life insurance policy.

Date of experience: April 14, 2025

Barry was great. Very polite and knowledgeable. He really helped walk me through the process and never pressured me about anything. He always kept in touch through out the whole process.

Date of experience: November 14, 2024

Barry has provided excellent guidance on my initiation of a whole life insurance policy. He provides timely responses, answers all questions, and appears committed to my financial success.

Throughout the process, Barry took the time to explain complex insurance concepts in terms I could understand. His knowledge of the industry and various policy options helped me make an informed decision that aligns with my long-term financial goals.

What I appreciate most about Barry's service is his responsiveness. Whenever I have a question or concern, he routinely gets back to me quickly. He communicates in a relaxed manner as he patiently addresses each of my questions.

I highly recommend Barry to anyone looking for guidance on whole life insurance or other financial planning needs. His professional expertise combined with his genuine interest in his clients' financial wellbeing makes him an exceptional advisor.

Date of experience: March 11, 2025

Honestly speaking, Barry wasn't our first choice. We actually choose another agent but when Barry followed up with us and we told him, he politely asked to review the other agent's illustration and gave his 25 year honest review. After that we decided to go with Barry and we could not be happier. We greatly appreciate his honesty and integrity to the Whole Life/IBC industry and ensuring that our current and future financial needs were meet.

Date of experience: March 11, 2025

I have Denise Boivert to thank for her knowledge, professionalism, and being an all around fantastic person. Denise was able to answer all my questions and was available to assist me-sometimes after hours-to ensure that I made the best decision regarding my life insurance plan.

I am grateful for her patience and thoroughness throughout this process and strongly recommend her.

Date of experience: February 24, 2025

I originally asked for an illustration for a 1035 exchange and received three. When I expressed interest in one of the "extras," I received two more options, and a variant of one of those was the one I eventually selected.

Nothing was rushed. Nothing was forced. Nothing was cookie cutter.

The follow-up after the policy was in place ensured I understood how the policy worked, when I should request additional assistance, etc.

Zero reservations about recommending.

Date of experience: January 21, 2025

Denise Boisvert was a spectacular agent to work with. She fielded multiple questions over a period of weeks, never failing to provide rapid response and accurate information, making the overall experience exceptional. Happy that I was able to work with her and her team.

Date of experience: January 14, 2025

My wife and I had our policies set up by Barry Brooksby. I must say he is very thorough & professional. Not only did he answer any questions we had, he made sure we had full understanding. He is patient, kind & very knowledgeable. We feel as though not only did we gain an asset in our insurance policy, we gained a new family member. We STRONGLY recommend Barry Brooksby for all of your insurance planning needs!

Date of experience: January 16, 2025

Working with Barry and his team was a very inviting and informative process. Barry's caring and attentive approach translates well with my "whole life" insurance process. His experience and knowledge of protective strategies, infinite banking and big picture thinking gave me confidence in my decisions. I would 100% recommend Insurance and Estate Strategies LLC!

Date of experience: December 14, 2024

Barry goes beyond his expert knowledge of the world of life insurance. He is prompt, accessible and ready to help no matter how small the issue or question. He clearly is a man who loves what he does and that shines through in his every action. Barry didn’t just sell my wife and I a policy—he brought us into his trusted family of resources, advice and guidance. I wish I knew Barry 20 years ago. Also a kudos to Kristen working in the background to make all this tick like a Swiss watch.

Date of experience: December 01, 2024

I had talked with Barry many times over the course of me deciding to go with my infinite banking program and he was always helpful with any questions or concerns. Barry has relatable life examples and dumbs the terms down to where even the simplest people could understand the work he is trying to accomplish by helping individuals plan for the future. I highly recommend giving him a call if you ever find yourself needing answers about infinite banking and/or many other financial subjects.

Date of experience: October 23, 2024