The Modern Insurance Agent
What happens when a millennial couple dives headfirst into the insurance world, scales a million-dollar remote business, and decides to share their journey with the world? You get The Modern Insurance Agent!
Join David and Elle Denning as they peel back the curtain on the messy, magical, and often hilarious realities of entrepreneurship. From the joys (and challenges) of working together as a couple to running remote teams and traveling the globe, this podcast is your behind-the-scenes look at building a business and a life you love.
The Modern Insurance Agent
From Insurance Agent to Content Creator: The PlanMan Story
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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 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/podcast
Join 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