insuranceandestates.com

14362 North Frank Lloyd Wright Boulevard, Suite 2151, 85260, Scottsdale, United States
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4.90
Based on 20 Reviews

5

90.00%

4

10.00%

3

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2

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1

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About insuranceandestates.com

I&E’s mission is to offer comprehensive support and guidance for each step of your insurance journey by offering information and tools ranging from the simplest to the most complex strategies for protecting your human life value, wealth building, estate planning, asset protection and business planning.

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LaChris
GB

Great Team! Kind, patient, knowledgeable, efficient and dependable are just few descriptors for Barry and Kristen. Working with them has been so easy and comfortable... which is not something you can say when dealing with insurance and money. Professionalism... they have it in spades!

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El G.
GB

Look no further than Insurance and Estates! I've had the pleasure of working with Barry who has provided the care and consideration of my situation to attain the best option for my financial future. There are many agents to choose from, but I found I&E. I visited and perused their website information and watched their educational videos, which really sealed the deal for me in deciding who to work with. Education is key and when I decided to get started, I could not be happier in choosing I&E. Barry's knowledge, expertise, and attention to details gave me confidence in the decision I made with my whole life policy. I highly recommend I&E to anyone needing help with their financial and wealth building strategies. I am excited about actively building a plan to secure my financial future and that of my family through whole life insurance strategies, including long-term care options! Thank you Barry for your guidance and thank you I&E Team!

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Jeff Evans
GB

Outstanding trust worthy service !! Barry and his team have been great regarding every aspect of my transactions and dealings with them. Always answering my questions and responding to inquiries quickly. Like many people I was hesitant and worried it wouldn’t work as described. My only regret is not getting an ibc type policy sooner.

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Evan Doughty
GB

The Best Barry is hands down the best advisor in whole life insurance and provides unbiased advice for whole life insurance policies for Cash Value life insurance for IBC or infinite banking. He’s equally intelligible about creating a trust to protect your family and legacy. He’s someone that genuinely cares about protecting my family’s future and legacy and someone I would call a genuine friend. I will definitely be working with him again in the future as my needs continue to grow.

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Michael
GB

Barry was very helpful Barry was very helpful, understanding, and patient. He made sure to explain everything in fine detail with no stone unturned. It was a pleasure to have someone so knowledgeable.

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