From Insurance Agent to Content Creator: The PlanMan Story episode artwork

EPISODE · May 5, 2026 · 59 MIN

From Insurance Agent to Content Creator: The PlanMan Story

from The Modern Insurance Agent · host Jumpstart Go

Send us Fan MailMost Insurance Agents Stay Stuck… 👀Doing the same things.Using the same strategies.Getting the same results.Until the industry moves on without them.This episode is about what happens when you refuse to stay stuck.🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Bruce Weinstein founder of Weinstein Wealth Insurance Solutions and creator of Ask The PlanMan to break down what real reinvention looks like.Because his story isn’t just about building a brand…It’s about evolving when most people don’t.👉 Everyone should have a plan.That’s the message behind his brand.But what makes it powerful is the transformation behind it.💡 Inside this episode:• How Bruce evolved from traditional agent to content creator• Why podcasting & video are changing how trust is built• What “old dog, new tricks” actually looks like in business• How to build a personal brand that attracts clients• Why education is replacing traditional sales tactics• How to stay relevant in a fast-changing industry• What reinvention actually requires⚠️ If you’ve ever thought:“I know I need to evolve… but I don’t know where to start”This episode will change how you see your next move.🚀 Reinvention isn’t optional anymore, it’s the edge.Connect with Bruce: https://www.planmaninsurance.com/Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

Send us Fan Mail Most Insurance Agents Stay Stuck… 👀 Doing the same things. Using the same strategies. Getting the same results. Until the industry moves on without them. This episode is about what happens when you refuse to stay stuck. 🎙️ In this episode of The Modern Insurance Agent Podcast, we sit down with Bruce Weinstein founder of Weinstein Wealth Insurance Solutions and creator of Ask The PlanMan to break down what real reinvention looks like. Because his story isn’t just about bu...

NOW PLAYING

From Insurance Agent to Content Creator: The PlanMan Story

0:00 59:33

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Modern Insurance Agent?

This episode is 59 minutes long.

When was this The Modern Insurance Agent episode published?

This episode was published on May 5, 2026.

What is this episode about?

Send us Fan MailMost Insurance Agents Stay Stuck… 👀Doing the same things.Using the same strategies.Getting the same results.Until the industry moves on without them.This episode is about what happens when you refuse to stay stuck.🎙️ In this...

Can I download this The Modern Insurance Agent episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!