Cannot say enough good things about Barry! I had the pleasure of working with Barry to obtain a whole life cash value insurance policy. Barry's approach was exceptional. He dedicated ample time to inform and educate me about the policy, demonstrating a commitment to transparency. Notably, he never applied pressure, and when I posed questions or challenges, he responded with factual information and case studies. Working with him was an absolute delight. The emphasis on education throughout the process truly set Barry and his team apart. I foresee a long-term relationship and anticipate engaging Barry for future policies, including those for my wife and children.

Experienced! Barry took time to match me with a policy that fit my goals as well as review current policies I have in place. Would recommend to anyone looking to start an infinite banking policy!

Random Search- Lifetime Relationship Randomly searching the internet on the best life insurance policy, I found an article that Barry co-wrote. I contacted him and since then he has been patient and helpful. I’m a newbie in the insurance world and he provided step by step guidance on which policy would best fit my needs. I thank Barry for his support and I will continue to obtain guidance for my financial decisions.

After spending 10 months trying to get… After spending 10 months trying to get the policy I wanted with 2 different agents, I finally talked to Barry and the whole thing became simple. Barry is very knowledgeable. Barry and his assistant Kristen made the process very smooth. He answered all of my questions and I learned a lot in the process. They both respond quickly.

Trustworthy and good experience I had a good experience with Insurance and Estates. The agent named Denise helped me out a lot especially with all my questions that I had in regards to infinite banking. She was patient with me and my busy schedule and delivered what was expected.