Insurance and Estate Strategies LLCReviews on record for insuranceandestates.com

Barry Brooksby has been professional, courteous, and respectful every step of the way. He made sure all of our questions were answered, gave us the confidence to move forward, and took the time to make sure we understood how to strategically use our IBC policy. Barry is also very willing to share his financial wisdom, which has become an integral part of our wealth management. We're grateful for his guidance and look forward to continuing a long and prosperous relationship with Barry...

As a financial advisor, Barry couldn't be more helpful. He is transparent in telling you about the short comings of standard life insurance policies. He directed me straight to infinite banking and warned me against everything else including government 401k and IRA account WITH evidence. This was great because the two advisors I met with prior to finding Barry didnt seem to understand the infinite banking policy I was after and wanted to push high cost/high commission policies the take almost a decade to breakeven.

I first talked to Barry and his team about 5-6 years ago about acquiring a policy. Even though I couldn't finish the process, he still made himself available to answer any & every 1 of my questions. Since acquiring one, the service & bespoke approach has been superb & I plan to return for another policy or 3 soon!

I found Barry through his instructive video where he demonstrated his intricate knowledge of the nuances of the different types of whole life plans. He guided me to the plan that best fit my goals for the future and explained all the nuances in a manner that made it easy for me to understand. He is a resource for his clients beyond just life insurance and I am ecstatic to be able to continue to benefit from his financial knowledge and experience. I highly recommend him for your financial planning needs.

Working with Barry has been unbelievably easy. He has an impressive ability to translate complicated financial information into simple terms, which I need! His manner is supportive and informative—I feel like he’s a real advocate for my financial health. In short, he’s exceptional!

I have been meaning to drop a review for Insurance and Estate. The fact that I am circling back a few months later to provide my review shows how much I appreciated working with Barry Brooksby @ Insurance and Estate. Barry handled my application for life insurance coverage with care and patience. I had just been laid off from work and was unable to convert my employer provided group insurance to my own, for the time when I was in between jobs, I felt completely vulnerable for my family were something to happen to me. For those of you who are relying on employer group insurance beware, you will lose coverage when you get laid off or lose the job. Employer group life insurance are designed in such a way that you cannot afford to convert them into personal life insurance when you leave your employer or lose your job. That said, Barry took time to understand my family needs and goals for acquiring life insurance and patiently worked to meet the goals. Barry presented me with best insurance carriers for my specific needs and submitted an application to each of them. When my bloodwork come back with discrepancies that I new were lab errors claiming that I had a condition I knew I did not have, Barry carefully listened to my explanation and proceeded to petition for another review of my lab work and medical history. When the insurance companies refused, I decided to redo the blood work upon Barry’s advice, he believed in me instead of dismissing me for having spent 3 to 4 months in the application process without closing on a policy, my needs and goals were his priority. Needless to say, my blood work redo confirmed my health status and corroborated my medical history, Barry resubmitted the bloodwork to the same insurance carriers and got me competitive coverage options that meet my family’s needs and goals. Barry’s service is professional, compassionate, and client centered. I highly recommended Barry and Insurance and Estate. I will surely use Insurance and Estate in the future as my family’s needs evolve. Kevin W. Maryland

Clear answers to questions and quick responses

Barry has been wonderful - easy to talk to, knowledgeable and proactive. I look forward to working with him for the long term.