David R.
Posted
Barry is super knowledgable and very…
Barry is super knowledgable and very nice. Love having him on my corner as one of my financial advisors. I cannot recommend him enough.
Excellent
303 reviews
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 Consumer Courier, with an average rating of 5.0 out of 5.
303 approved reviews, newest moderated first
David R.
Posted
Barry is super knowledgable and very nice. Love having him on my corner as one of my financial advisors. I cannot recommend him enough.
Shawn T.
Posted
Barry constructed my policy the way i want it as far as I know. I am on my way to building a wealth legacy. i have heard some bad stories about policies. Guess it takes someone experienced to construct it the proper way
Jesse H.
Posted
Barry has provided me with sound and direct feedback as I've pursued infinite banking concept over the past couple of months. His insight together with the product he recommended has clearly defined a strategy going forward for me, my business endeavors as well as ensured my family is taken care of in the future. I am forever grateful having met and collaborated with Barry on my recent financial planning. Thank you, Barry.
Wole A.
Posted
My experience, so far, have been good.Denise Doisvert has been doing a great job to attend to my questions and concerns. She is always available and easy to talk to.
Brooks D.
Posted
Barry was courteous, professional, and knowledgable. His passion for infinite banking and whole life is obvious. Highly recommend.
Cody C.
Posted
Denise has treated me well and answered every question that I have had promptly. What is not talked about is the best approaches of teaching a very stubborn spouse, what is the best approach? I am slowly convincing my wife, as usual with infinite banking amassing as much money into my policy is much slower than I would like. I want to get a life insurance policy on my kids, I would like to hear more on how it can be done.
Gregory O.
Posted
Barry and his team are the industry leaders in the Infinite Banking space. As a CPA, I was highly impressed with Barry’s tax knowledge and hands on experience with the concept. I would have no hesitations recommending my clients to Barry’s team. Beyond anything, Barry is a great guy who cares about his clients!
Aimee Burgess D.
Posted
Barry was super helpful and knowledgeable about insurance products that would best fit my needs, for investments and otherwise. His team was prompt, kind, and made me feel comfortable knowing that my son will be well taken care of. Thank you to Barry, Kristen, and Ashley for all of your help!