Top shelf experience
Clear answers to questions and quick responses
About Insurance and Estate Strategies LLC
Data updated- Website
- insuranceandestates.com
- Category
- Money & Insurance
- Location
- United States · Phoenix
- Status
- Unclaimed
- Last 12 months
- 36 reviews
Do you own Insurance and Estate Strategies LLC? Claim this profile for free and start replying to reviews.
Is Insurance and Estate Strategies LLC legit?
Insurance and Estate Strategies LLC (insuranceandestates.com) has a 5.0 out of 5 rating on OK.one, based on 60 user reviews collected here. It is listed under Money & Insurance and its reputation is excellent. Praise is nearly unanimous, with 100% rating it 4 stars or higher; 36 of them were added in the last 12 months. Last updated 2026-08-10.
What people say
Glad I found Barry!
Barry has been wonderful - easy to talk to, knowledgeable and proactive. I look forward to working with him for the long term.
Barry took the time to listen to my…
Barry took the time to listen to my concerns and even reviewed my policies from another agent. He showed what was good on one policy and changes that could be improved on another. Never any pressure to make changes. He gave me options and allowed me to dr ide on my time. I’ve since moved my policies over to his agency. I highly recommend him.
Barry Brooksby helped set up my life…
Barry Brooksby helped set up my life insurance policy, his level of service is top notch. I appreciate all his help. It was truly a great experience.
Barry Brooksby is the real deal.
Barry Brooksby is the real deal. In a world full of salespeople, Barry stands out as a genuine educator, advisor, and steward of long-term wealth planning. His patience, integrity, and depth of knowledge immediately inspire confidence. Every interaction has been professional, transparent, and educational. His team, especially his administrative assistant, has been fantastic to work with as well. I’m currently reading Barry’s new book, Live Rich, Die Rich, and it reflects the same wisdom and practical guidance that he brings to his clients. We trust Barry enough that we’re already looking at similar planning strategies for our children. That’s probably the strongest endorsement we can give. Highly recommended.
Infinite Banking Concept
After reading about the Infinite Banking Concept (IBC), I decided to adopt the concept. But I needed to find the right policy for my goal. Luckily I found Barry Brooksby. Mr. Brooksby created a whole life policy which complied with the concept and excelled at creating cash value in accordance with the IBC. He is knowledgeable and a patient explainer of how whole life works and how to make sure I was buying the best policy. He helped me with the application process. I couldn’t have asked for a better guide. It was a great experience. If you are in the market for whole life, I highly recommend Mr. Brooksby and his team.
Barry is extremely knowledgeable and…
Barry is extremely knowledgeable and explains everything so well.
Barry did an excellent job from start to finish
Barry did an excellent job from start to finish making sure both myself and my parents were comfortable with the process. His assistance were also attentive and responsive, ensuring that we had timely updates when needed
The Gold Standard for Financial Education and Strategy
Barry Brooksby is a standout expert and a true advocate for anyone looking to master their finances. Between his incredible educational resources at InsuranceAndEstates.com and his leadership at Focus Wealth Group, Barry provides a level of clarity and service that is hard to find elsewhere. He is a gifted communicator and a master teacher of the trade. Barry doesn't just provide a service; he ensures you understand the 'why' behind every strategy. He is accessible, honest, and deeply customer-oriented, always making sure you feel supported and informed. If you want to work with an industry expert who operates with total integrity and treats your goals as his own, I highly recommend Barry Brooksby. Whether you are just starting to learn at Insurance and Estates or ready to take action with Focus Wealth Group, you are in the best possible hands.
Highly recommended
Highly recommended. Great service and great value for money.
Barry was wonderful to deal with
Barry was wonderful to deal with. Educational first! That’s his goal and he definitely delivers as much education and support as is needed. Highly recommended for guidance and advising.
Excellent experience! 10/10!!
I've had a great experience working with Barry to open my insurance policy. From start to finish, he is a true professional, responsive, and extremely knowledgeable. He took the time to answer every question I had, making sure I fully understood my options and felt confident in my decisions.
Consummate Professionals
With focused determination, we set out to ensure meeting our family's long-term and short-term needs. We interacted with several agents and agencies before finding I&E and Barry Brooksby. From the start, we recognized Barry was different from the numerous other agents with whom we interacted. He oozed compassion, concern, and integrity. I&E offered a treasure trove of information and "mentoring" to solidify our decision, but Barry sealed the deal. He ensured we were comfortable with our decision, patiently answered our many questions, and restored our trust in the industry following a couple of very bad experiences. Our whole experience with Barry was completely different as he not only restored our confidence that we were on the right path given his deep subject matter knowledge, but that we were dealing with a professional who truly cared about others more than he cared about himself. The path we carved through other agencies before finding I&E was painful and immensely frustrating, but Barry's welcoming and helpful spirit made the journey worth the experience. Barry Brooksby is the consummate professional for whom a parent would have zero hesitations of referring their children to buy a policy and, in fact, we have. When the time comes to add to our policies, we will seek out Barry, as the relationship continues even after our policies were in hand and the purchase completed.
I recommend Barry, he is very efficient and responsive.
Barry was very efficient and helpful
Denise helped with Whole Life policy
Denise worked with me to get my whole life insurance policy structured and active. She was very responsive to all my questions, and I felt very comfortable discussing my goals with her. I look forward to working with her in the future.
Open notes…
You know when you spend months studying and researching in preparation for a big exam; only to find out the day of that it’s an open book test? That’s the best way I can describe my experience with Barry. I dedicated so much time researching insurance companies, policy structures, brokers, etc. only to find Barry who had all the answers. Once I saw my illustrations, I knew I made the right choice. Thanks Barry.
Excellent advice on life insurance
Excellent advice on life insurance. Great coverage recommendations and companies that provided comprehensive service.
Barry has been very helpful in…
Barry has been very helpful in answering my questions and helping me build wealth for me and my family in the future. He explains the ‘why’ the ‘how’ and all in common terms!
Denise was so very helpful throughout…
Denise was so very helpful throughout our entire process. Appreciate her patience during all of our questions. She is very knowledgable about the product and space. Her service is greatly appreciated and highly recommended!
Barry is immensely excellent and…
Barry is immensely excellent and knowledgeable to work with. He helps to guide you thoroughly with Whole Life/IBC process and ensures confidence in the financial decisions to enrich your future. Definitely recommend!