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Welcome to Barry Group & Associates

At Barry Group & Associates, we are dedicated to helping you achieve your financial goals. Our team of elite Insurance Advisors specialize in Cash Value Policies, Business Key Person & Executive Bonus Plans, 401(k) Rollovers for Lifetime Income, Mortgage Protection & Life Insurance. Let's work together to secure your financial future.

About Us

About Barry Group & Associates.

Barry Group & Associates. is a consulting firm committed to providing our clients with the best possible solutions to meet their business and personal financial needs. Our team of experienced Insurance Advisors work with you to help you make informed decisions about your finances. We specialize in Cash Value Policies, Business Key Person & Executive Bonus Plans, 401(k) Rollovers for Lifetime Income, Mortgage Protection & Life Insurance. Let us help you secure your financial future.

Chicago

Our Services

CASH VALUE POLICIES

Cash Value Policies in Whole Life insurance provide lifelong coverage along with a savings component. They offer a death benefit and guaranteed accumulate cash value over time, which you can borrow against or withdraw. This allows you to build a financial asset while ensuring your loved ones are protected.

BUSINESS KEY PERSON & EXECUTIVE BONUS PLANS

Business Key Person and Executive Bonus Plans are designed to attract and retain top talent within a company by providing financial incentives. These plans offer additional compensation, often in the form of bonuses or benefits, to key individuals whose contributions are critical to the success of the business.

401(K) ROLLOVER FOR GUARANTEED LIFETIME INCOME

A 401(k) or 403(b) rollover into a Fixed Index Annuity (FIA) allows you to move your retirement savings into an account that provides guaranteed lifetime income. The FIA is linked to a stock market index, offering the potential for growth while protecting your principal from market downturns. This strategy ensures that you can create a personal pension, providing steady, predictable income throughout retirement.

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What are you looking for?
Do you have any existing health conditions. Check all that apply.
What is your job title?
CEO/Owner
Executive/Business Partner
Employee
Other
What is your industry?
What is your annual revenue?
When do you plan to retire?
5-10 years
10-20 years
20+ years
What is your estimated retirement savings?
$100,000-$150,000
$150,000-$250,000
$250,000-$350,000
$350,000-$500,000
$500,000-$1 Mil +
Less than $100,000
What retirement plan do you currently have in place?
401(k)
Roth IRA
Stocks/Mutual Funds
403(b)
TSP
Pension
Other
What is your current employment status?
Employed - Full Time
Employed - Part Time
Self-employed
Retired
Unemployed
What are your retirement goals? Check all that apply.
What are your biggest concerns about retirement? Check all that apply.
How much can you contribute monthly towards a Cash Value Policy?
$250 - $499
$500 - $749
$750 - $949
$950 - $1,149
$1,150 +
What is the best time to call you?
:
Testimonials

Client Testimonials

"Barry Group was there for every question and concern I had. I also recommended other folks that I know they also helped. Johanna has that personal touch with people which makes it very comfortable to work with her."

John Billings, Fixed Index Annuity 

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