Bruce Weinstein

About Bruce Weinstein

Bruce M. Weinstein has consistently offered his clients the insights, strategies and clear direction designed to help them make educated financial decisions and prepare themselves for their futures. Beginning his career in 1986, Bruce’s extensive knowledge in wealth and protection planning – includes Health Care, Medicare, Life or Long-Term Care, retirement, or estate planning – allows him to provide a level of service to his clients personalized to help meet each of their specific needs and goals. His podcast, "Ask the Planman" provides listeners to self-educate on all aspects of finance and insurance.

Bruce believes that "Financial Literacy" is heavily lacking in today's society and wants to share his 36+ years of experience with the listeners.

Bruce also gives talks to financial, insurance and any sales related community regarding topics, "Never say no to an opportunity", "The do's and don'ts of networking" and "how to build your own referral based network".

Bruce Weinstein on The Do’s and Don’ts of Networking
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Bruce Weinstein on The Do’s and Don’ts of Networking

Bruce Weinstein2023-08-20T22:17:27-05:00

Join Vicki Noethling in an illuminating episode of the Find Your Leadership Confidence Podcast, where she sits down with Bruce M. Weinstein, a seasoned expert in wealth and protection planning since 1986. Explore the realms of informed financial choices, personalized strategies for future readiness, and the pursuit of both personal and financial goals. Discover Bruce's insights from his acclaimed podcast, "Ask the Planman," as he unveils the mysteries of concepts like 'someday isle,' 'your right to financial dignity,' and the pivotal role of proactivity in financial planning.

Bruce Weinstein on The Do’s and Don’ts of NetworkingBruce Weinstein2023-08-20T22:17:27-05:00