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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Groundhog
GB

Found my guy I feel very fortunate to have found Focus Wealth and Barry Brooksby to help navigate the murky waters of life insurance, estate planning, and retirement. Other agencies offered me a lot of salesmanship that is heavily weighted for their own benefit. Barry made the effort to build a relationship that clearly placed the goals of my family as the priority. I could not achieve the right plan through my local neighborhood agent, like I would have preferred, but Focus Wealth Group has that feeling of being right around the corner!

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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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Keri M
GB

Working with Barry was easy Working with Barry was easy. I didn’t fully know what I was looking for and not completely sure what I needed. I should have done more research as to how I wanted my policy set up. I feel like the closing process was rushed and felt a little pressured to sign the forms.

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Jenkins Jenkins
GB

I must decrease so Jesus can Increase being able to be my own bank lead by the Holy Ghost, lead by the integrity of Gods word made manifest in my life, to include the wealth to advance his kingdom on earth

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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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