Planman Insurance

09/01/2026

📗It took me 3 years to get my first book written, edited and published 📖

🧐It took me 40 years to acquire the knowledge and information that I’m sharing with you 🫵🏻

🙋🏻‍♂️🤷🏻‍♂️So what exactly is “Knowing your X” and why is it so important ❓❓❓

💰Throughout my career, the #1 concern my clients had was knowing when they would be able to retire and not run out of money💵

⏰If time is our most precious commodity, why wouldn’t you want to retire as SOON as possible❓❓

🕰️The sooner you identify your X Factor, the sooner you can 🏌️‍♂️🎣🏖️🧑‍🧑‍🧒‍🧒✈️🚢 do all those things on your bucket list or comfortably retire🥳

👶👨‍🌾Regardless of your age, this book will help you plan “the rest of your life”!👩‍🦳👫

📆Come join me on September 17th at 7pm est for my zoom book launch and learn more about how my book and companion workbook will help you take control of your finances and financial future📆

❎Comment “X” below for the link❎

08/31/2026

📗It took me 3 years to get my first book written, edited and published 📖

🧐It took me 40 years to acquire the knowledge and information that I’m sharing with you 🫵🏻

🙋🏻‍♂️🤷🏻‍♂️So what exactly is “Knowing your X” and why is it so important ❓❓❓

💰Throughout my career, the #1 concern my clients had was knowing when they would be able to retire and not run out of money💵

⏰If time is our most precious commodity, why wouldn’t you want to retire as SOON as possible❓❓

🕰️The sooner you identify your X Factor, the sooner you can 🏌️‍♂️🎣🏖️🧑‍🧑‍🧒‍🧒✈️🚢 do all those things on your bucket list or comfortably retire🥳

👶👨‍🌾Regardless of your age, this book will help you plan “the rest of your life”!👩‍🦳👫

📆Come join me on September 17th at 7pm est for my zoom book launch and learn more about how my book and companion workbook will help you take control of your finances and financial future📆

❎Comment “X” below for the link❎

08/31/2026

08/29/2026

Potential logo for my new radio/tv talk show “Ask the Planman”

A or B??

Show starts Tuesday Oct 9th - 830pm est

https://www.sorc-tvradio.com/

08/20/2026

📗🎤My audible recording is complete thanks to Janine LaRusso Stella and Roy Stella StellaMix Studios in Delray Beach!!🎙️📖

08/14/2026

👀My book is now available for pre sale on Amazon 👀

🙋🏻‍♂️Who wants to join me on Sept 17 @ 7pm est for my book’s launch party?🙋🏻‍♂️

05/17/2026

🎤I’m excited to announce that I’ll be speaking at Pete Fournier’s insurance agent summit this September in Wilmington NC🎤

“How to be a Rainmaker: The Do’s and Don’ts of networking”

Link is below

If you’d like to attend, use discount code: Bruce10 for 10% your ticket

04/20/2026

Helped a nice couple expanding their family find the best option for their health insurance

How can we help you?

01/19/2026

We just saved two business owners over $5,000 A MONTH on their health insurance

Read that again

12/10/2025

Treasury and the today issued guidance on new tax benefits for Health Savings Account participants under the One, Big, Beautiful Bill.

New changes expand HSA eligibility, which allows more people to save and to pay for healthcare costs through tax-free HSAs.

IR-2025-119, Dec. 9, 2025 — The Department of the Treasury and the Internal Revenue Service today issued Notice 2026-05 providing guidance on new tax benefits for Health Savings Account participants under the One, Big, Beautiful Bill.