Planman Insurance

Planman Insurance

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Re-Branding Weinstein Wealth Insurance Solutions into Planman Insurance Schedule an online meeting today!

Planman Insurance helps individuals, families, and businesses find the right coverage across health, life, Medicare, home, and auto insurance. We make insurance simple, and compare plans across carriers and simplify choices so you can feel confident in your coverage.

09/25/2026

❓What’s our biggest asset❓

💁🏻‍♂️One that NO amount of money CAN REPLACE??🤷🏻‍♂️

⏰TIME!!⏰

👊🏻When you solve for “X” you are SAVING TIME. CONTROLLING YOUR TIME. BUYING BACK YOUR TIME👊🏻

❓Do you know your “X”❓

🤷🏻‍♂️💰❓Do you know how long your money will last ❓💰🤷🏻‍♂️

🤷🏻‍♂️❓Do you know YOUR PERFECT RETIREMENT AGE??❓🤷🏻‍♂️

❓🤦🏻‍♂️Do you know Where your “X” can take you??❓🤦🏻‍♂️

🔥🔥It’s my belief that knowing your “X” gives you the financial freedom to RETIRE WHEN YOU WANT and do WHAT YOU WANT without fear of running out of money!🔥🔥

On Sept 15, 1986 I began my career with Merrill Lynch in Lawrenceville, NJ

On Sept 17, 2026 I launched my book, “Solving for X: The retirement equation no one taught you”

The book is a self help, financial planning guide to help you identify the blind spots in your financial journey. Along with the workbook, you can identify your “SWOT”

S - Strengths
W - Weaknesses
O - Opportunities
T - Threats

What you don’t know CAN and WILL hurt you

The time to fix that is NOW

You can order your signed copy using the link below or visit Amazon

09/21/2026

Where can your “X” take you??

On Sept 15, 1986 I began my career with Merrill Lynch in Lawrenceville, NJ

On Sept 17, 2026 I launched my book, “Solving for X: The retirement equation no one taught you”

The book is a self help, financial planning guide to help you identify the blind spots in your financial journey. Along with the workbook, you can identify your “SWOT”

S - Strengths
W - Weaknesses
O - Opportunities
T - Threats

What you don’t know CAN and WILL hurt you

The time to fix that is NOW

You can order your signed copy using the link below or visit Amazon

Photos from Planman Insurance's post 09/18/2026

On Sept 15, 1986 I began my career with Merrill Lynch in Lawrenceville, NJ

On Sept 17, 2026 I launched my book, “Solving for X: The retirement equation no one taught you”

The book is a self help, financial planning guide to help you identify the blind spots in your financial journey. Along with the workbook, you can identify your “SWOT”

S - Strengths
W - Weaknesses
O - Opportunities
T - Threats

What you don’t know CAN and WILL hurt you

The time to fix that is NOW

You can order your signed copy using the link below or visit Amazon





Karl Cherry
Theresa Cherry

09/12/2026

👀Show me your “X” - Mate!👀

🇬🇧Thanks to Bartha my book is now overseas in England!!🇬🇧

📗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❎

Photos from Planman Insurance's post 09/05/2026

Show me your “X”!

📗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❎




Mirarchi
Hirsch
R. Childs

09/04/2026

Show me your “X”!

📗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❎

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❎

Photos from Planman Insurance's post 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
Photos from Planman Insurance's post 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/

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2314 Bloods Grove Cir
Delray Beach, FL
33445

Opening Hours

Monday 9:30am - 8pm
Tuesday 9:30am - 8pm
Wednesday 9:30am - 8pm
Thursday 9:30am - 8pm
Friday 9:30am - 5pm
Saturday 10am - 4pm