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.
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!!😊
Reply from Insurance and Estate Strategies LLC2025-07-18
Thank you so much for this wonderful feedback about Denise! We're delighted to hear that she kept you informed and made the insurance setup process smooth and efficient. Denise's responsiveness and dedication to her clients truly shine through in your experience. We appreciate your recommendation and are here whenever you need assistance in the future!
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!!
Reply from Insurance and Estate Strategies LLC2025-06-12
Thank you for this wonderful review! We're so glad Barry is always there when you need guidance, whether it's about policy loans or any other questions. Your trust means a lot to us - don't hesitate to reach out anytime!
J
J.Canchola · 9 reviews · Experienced 2025-06-11 ·
★★★★★
I don't think I have ever...
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.
Reply from Insurance and Estate Strategies LLC2025-06-12
Thank you for this heartfelt review! We're so glad Barry's patience and persistence helped you understand IBC concepts when you were ready to give up. His dedication to education really shows, and we're thrilled you stuck with it. Don't hesitate to reach out if you need anything!
I particularly enjoyed the educational videos.. Well explained and informative.. All free of charge.. It made my choice with them easy
Reply from Insurance and Estate Strategies LLC2025-06-12
Thank you for the great feedback! We're so glad our educational videos helped make your decision easy. We believe in providing valuable information upfront so you can make informed choices. Don't hesitate to reach out if you need anything!
W
Wayne · 3 reviews · Verified · Experienced 2025-05-13 ·
★★★★★
Barry is very educated on whole life
Barry is very educated on whole life, overfunded policies and got me set up with a great policy. Easy to work with too.
Reply from Insurance and Estate Strategies LLC2025-05-17
Thank you for your short and sweet review! We appreciate you taking the time to highlight Barry's expertise in whole life insurance and overfunded policies. It's wonderful to hear that he helped you secure a great policy that meets your needs, and that you found the process easy and straightforward.
Barry's deep knowledge in this specialized area is something we take great pride in, and we're delighted it made a difference for you. Thank you for your trust and for sharing your experience with others!
J
James Martin · 2 reviews · Experienced 2025-01-21 ·
★★★★★
Barry Brooksby REI and IBC exertise to the max!
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.
Reply from Insurance and Estate Strategies LLC2025-05-17
Thank you for this thoughtful and comprehensive review of your experience with Barry! We're delighted to hear how his personalized approach to understanding your goals first, before recommending any policy, made such a positive impact.
What stands out in your review is how you valued Barry's integrity and transparency throughout the process—from reviewing proposals from other agents to ensuring you had a complete understanding of complex financial concepts through case studies and real-world examples. This client-first approach is exactly what we strive for in every interaction.
We're especially pleased that Barry's expertise in connecting the Infinite Banking Concept with real estate investing strategies was helpful for your specific objectives. His extensive experience in this specialized area continues to be invaluable for clients like yourself looking to optimize their investments.
Thank you for taking the time to share your experience in such detail. We're grateful for your trust and your recommendation!
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.
Reply from Insurance and Estate Strategies LLC2025-04-27
Thank you, Martin, for this glowing review of Barry! We're delighted to hear how his expertise and thorough approach to whole life insurance brought you peace of mind and confidence in your financial future. Barry’s dedication to tailoring solutions, running multiple policy iterations, and ensuring your goals were met truly sets him apart. We greatly appreciate your trust and heartfelt recommendation!
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.
Reply from Insurance and Estate Strategies LLC2025-04-15
Thank you for this fantastic review of Barry! We're thrilled to hear about his dedication and expertise in guiding you through your life insurance journey. Barry’s commitment to being available and knowledgeable ensures our clients find the perfect solutions for their needs. We truly appreciate your trust and recommendation!
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.
Reply from Insurance and Estate Strategies LLC2025-03-21
Thank you for sharing your experience with Barry! His polite, knowledgeable approach and commitment to guiding clients without pressure perfectly reflects our values. We're delighted to hear he provided consistent communication throughout your process. We truly appreciate your trust in Barry and our team!
A
Anthony · 1 review · Verified · Experienced 2025-03-11 ·
★★★★★
Barry has provided excellent guidance…
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.
Reply from Insurance and Estate Strategies LLC2025-03-21
Thank you for this outstanding review of Barry! His ability to explain complex insurance concepts clearly while providing responsive, patient guidance is exactly what we strive for at our firm. We're thrilled to hear he's helped you find a whole life policy that aligns with your long-term financial goals. Your trust in Barry and our team means the world to us, and we look forward to supporting your financial journey for years to come!
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.
Reply from Insurance and Estate Strategies LLC2025-03-13
Thank you for this wonderful review about Barry! He has honed his skills to ensure clients get the right Whole Life/IBC solution for their needs. We're delighted you're happy with your decision and appreciate your trust in our team!
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.
Reply from Insurance and Estate Strategies LLC2025-02-24
Thank you for this wonderful review about Denise! We're thrilled that she was so helpful, knowledgeable, and went the extra mile - even after hours - to ensure you got the perfect plan. Your recommendation means a lot to us. Don't hesitate to reach out if you need anything!
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.
Reply from Insurance and Estate Strategies LLC2025-02-18
Thank you for such a detailed and thoughtful review! We're truly grateful that you appreciated our thorough approach with the 1035 exchange illustrations. You're right - we never rush the process because we believe in finding the perfect fit for each client's unique situation.
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.
Reply from Insurance and Estate Strategies LLC2025-02-18
Thank you so much for the wonderful feedback about Denise! We're thrilled that her quick responses and thorough knowledge made your experience exceptional. Never hesitate to reach out if you need anything in the future!
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!
Reply from Insurance and Estate Strategies LLC2025-02-18
Thank you for this heartwarming review about Barry! We love hearing that he took the time to ensure your complete understanding and made you feel like family. Your trust means the world to us. Please don't hesitate to reach out to Barry anytime you need assistance!
B
Barry McRoberts · 1 review · Experienced 2024-12-14 ·
★★★★★
5 Star Service
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!
Reply from Insurance and Estate Strategies LLC2025-02-18
Thank you for this wonderful review! We're so glad Barry's expertise in whole life insurance, infinite banking, and protective strategies helped give you confidence in your decisions. Your recommendation means a lot to us. Remember we're always here if you need anything!
D
Dick Bedford · 1 review · Experienced 2024-12-01 ·
★★★★★
Barry—Above and Beyond…
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.
Reply from Insurance and Estate Strategies LLC2025-02-18
Thank you for such a heartfelt review about Barry and Kristen! We're truly touched that Barry made you feel like part of the family, and that his passion for helping clients shines through in everything he does. Never hesitate to reach out - we're always here to help!
D
Dalton R · 1 review · Experienced 2024-10-23 ·
★★★★★
A1 Service
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.
Reply from Insurance and Estate Strategies LLC2025-02-18
Thank you for this wonderful feedback about Barry! We're so glad his down-to-earth approach and real-life examples helped make infinite banking clear and understandable. If you ever have questions about your program, please don't hesitate to reach out!
o
obarrino · 1 review · Experienced 2024-09-23 ·
★★★★★
Barry Brooksby's expertise, dedication and genuine care for his clients truly sets him apart.
I recently had the pleasure of working with Barry Brooksby and I couldn’t be more satisfied with the experience. From the very beginning, he demonstrated exceptional professionalism and a deep understanding of the intricacies of IBC and whole life policies.
Barry is very patient and took the time to thoroughly explain all the options available to me, ensuring I understood the benefits and potential drawbacks of each. His responsiveness was impressive, always getting back to me quickly with answers to my questions. His professionalism made the process smooth and stress-free and his willingness to patiently answer all my questions made me feel confident and well-informed throughout the process.
I look forward to continuing to work with Barry and highly recommend him to anyone looking for a knowledgeable and trustworthy insurance agent or wealth coach. His expertise, dedication and genuine care for his clients truly sets him apart.
Thank you, Barry Brooksby, for your outstanding service!
Reply from Insurance and Estate Strategies LLC2025-02-18
Thank you for this incredible review of Barry! We're thrilled that his expertise in IBC and whole life policies, combined with his patient and thorough approach, made you feel so confident and well-informed. Your trust means everything to us. Don't hesitate to reach out anytime - Barry and our team are always here to help!
D
Dave Wyman · 1 review · Experienced 2024-10-07 ·
★★★★★
A friend referred Barry to me since he…
A friend referred Barry to me since he was using him for Infinite Banking already. He was very helpful in understanding our situation and offered some options that did what we wanted to do. Would highly recommend.
Reply from Insurance and Estate Strategies LLC2025-02-18
Thank you for the kind review! We're glad Barry could help you find the right infinite banking solution for your needs. We truly appreciate the recommendation and are here if you need anything!
