Founded by estate planning attorneys

We don't know what's right for you yet. Neither do you. That's what this call is for.

A free 30-minute Fit Call with a licensed guide. We look at the entire picture, the way an estate plan has to, then tell you plainly what fits: whole life, term, an annuity, or nothing at all. No pitch, no pressure.

Book My Fit Call

Rather talk now? Call 877-787-7558

Why people trust us with this

Trustpilot

5.0

300+ verified reviews

YouTube

6.7K

subscribers and growing

Video library

1.3M+

views across 1K free videos

Founders

2 attorneys

founded by two estate planning attorneys

Trustpilot

5.0 TrustScore from 300+ reviews

James Mitchell

June 5, 2026

After reading about the Infinite Banking Concept (IBC), I decided to adopt the concept. But I needed to find the right policy for my goal. Luckily I found Barry Brooksby. Mr. Brooksby created a whole life policy which complied with the concept and excelled at creating cash value in accordance with the IBC. He is knowledgeable and a patient explainer of how whole life works and how to make sure I was buying the best policy. He helped me with the application process. I couldn't have asked for a better guide. It was a great experience. If you are in the market for whole life, I highly recommend Mr. Brooksby and his team.

Verified Trustpilot review

Verified reviewer

Nov 16, 2025

Barry is one of a kind. During our one-to-one meetings, I found him to be as warm, personably, and diligent as he is portrayed in his dozens of YT videos. He patiently listened to my needs and offered thoughtful (not cookie-cutter) suggestions. He has tons of experience and loves to help others find their path to financial freedom. Highly, highly recommend him.

Verified Trustpilot review

Apr 30, 2026

Barry was wonderful to deal with. Educational first! That's his goal and he definitely delivers as much education and support as is needed. Highly recommended for guidance and advising.

Verified Trustpilot review

Read them on Trustpilot · Individual results vary. Nothing here is a guarantee of any specific outcome.

How the Fit Call works

You talk, we listen

Your income, your goals, your existing policies, and what you want your money to do.

We look at the whole picture

Your assets, your family, and where the gaps are, including whether your heirs would have the cash to settle things without selling something.

Honest fit check

If this isn't right for you, we say so on the call. Most strategies fail because of bad fit.

Clear next steps

You leave knowing exactly what to do next, whether that involves us or not.

Questions people ask before booking

A straight answer on fit, given on the call rather than in a follow-up email. We tell you which tool fits your situation, whole life, term, an annuity, or nothing at all, and what the next step looks like if there is one.

I'm ready to book my Fit Call

Meet Our Guides info@insuranceandestates.com