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

0.00%

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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Brandyn
GB

Barry is TOP NOTCH Barry is top notch! Our topic of conversation is still a newer one and he makes it all so easy to understand! And he helps make sure I fully understand what is going to work best for me and my goals. Very excited for the future with Barry on the team!

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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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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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Peter Zeppieri
GB

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.

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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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