Insurance and Estate Strategies LLC

Policy Review & Progress

My agent took the time to discuss my policy features and options with me and answered all of my questions.

Barry is so great to work with

Barry is so great to work with! He is very patient with all of our questions!

Work with Barry Brooksby!

Barry was wonderful to work with. His YouTube videos caught my attention and now I'm a customer for life! He explains your policy in detail and is there to answer your questions each step along the way.

Barry Brooksby is an EXPERT

Barry Brooksby is professional, informative, and incredibly accommodating. Several months after Barry wrote our initial policy we needed to take a loan and he was STILL accessible. We have since had Barry create three additional properly structured policies and will be writing one for our new grandchild this month.

Working with Barry is great experience

It was very simple

It was very simple, created exactly what I needed and answers all the questions that I could come up with.

Building towards the future

I was able to get really good information on what would work best for me at the current time. Helping me to build a better future for my family.

Great experience, highly recommend

Barry was great to work with, is easy to talk to, and very knowledgeable. He helped me come with a plan that worked great for me. Highly recommend!

Barry is one of a kind

Barry is one of a kind. During our one-to-one meetings, I found him to be as warm, personably, and diligent as he is portrayed in his dozens of YT videos. He patiently listened to my needs and offered thoughtful (not cookie-cutter) suggestions. He has tons of experience and loves to help others find their path to financial freedom. Highly, highly recommend him.

Bringing Simplicity to a World of Complexity

Barry is very personal and truly cares. He has gone the extra mile to ensure I understand the complexities in life insurance. I guess I could say he brings simplicity to a world of insurance complexity. I did my due diligence and shared my plan with competitors who said "this thing is bullet proof". No more to be said.

Excellent

Barry's knowledge is above par - he took time to find out what our goals were and was able to assist us to strategies and put us on the right track to reach those goals

Barry has a wealth of knowledge that he…

Barry has a wealth of knowledge that he is very willing to share to help his clients. Appreciate his guidance and direction in helping me navigate the concepts of the infinite banking system…

Whole life insurance

Barry is a highly professional and dedicated insurance agent who truly stands out. His passion for helping clients and his deep knowledge of whole life insurance made the entire process smooth and transparent. Barry goes the extra mile to ensure his clients fully understand their options and feel confident in their decisions. I truly appreciate his professionalism, care, and commitment to excellent service.

Good experience so far

Barry was thorough and patient in answering all my questions. Also, the benefits of this type of policy cannot be over-emphasized,as I am comforted by the fact that not only the death benefit grows but the cash value also. I just started a couple.months ago but im looking forward to borrowing from the cash value as it is the most affordable way to build wealth! I'm pleased with the progress so far.

Delivered on the product I wanted.

I was able to get in contact with Denise on the same day. She provided a couple of whole life insurance options right away. We eventually decided to purchase one of those options. Very helpful all along the process.

Best of the Best

So thankful this information is readily available through this team in straight forward guidance. Denise's latest book, written in easy-to-understand language, is what really inspired me to take the next step. My only regret is I didn't know about this strategy years ago, even though I have a traditional WL policy with another company. I am so pleased with the results so far, that I am converting my other policies.

Highly Recommended - Great Experience

Barry has been a pleasure to work with over the past few months. He is extremely helpful and knowledgeable. He has answered any questions I had as well as walk me through certain processes I needed.

Happy with My Policies

Good morning Denise Boisvert, We're doing great I retired from UPS 3 years ago at 58. I hope this finds you and yours doing well also ! That was the information that I needed. Btw, the policies are working great. I wish I had known about this tool when I was a 26 year old instead of a 56 year old, but we have really been pleased. Even used a loan to purchase our third rental property in 2023. I never would have been able to do that without the policy, because when I retired in 2022 my income dropped when I started to collect my pension which was less of course. I was able to bypass the bank because of our policies, and paid the loan back from the rental income that was created. Best decision ever !

Barry has been very amazing

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.

Barry and his team did a great job…

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.