The Planroom
Launch Date: May 20 | 2026
The Plan Room is a virtual community that unites the Self-Funding operators into one sharper force built to disrupt the fully insured default and win new employer business.
First enrollment: only 100 brokers | 20 carriers
52
Live Expert Sessions a Year
150+
Searchable Recordings in Your Private Library
2
Actionable Steps To Grow Your Self-Funding Business
Advisory Board
Email Marketing Operator
Create emails that grab CFO/HR attention and helps them remember your name.
Linkedin Outreach Architect
Turns Linkedin into a meeting machine without sounding like AI or needy.
Cold Call / Voicemail Strategist
Sharp openers and voicemails that earn permission to get on top of mind.
Zoom Meeting Closer
Teaches you to control the conversation so you don’t “educate” your way into “we’re fine.”
Presentation Guru
Explains how to turn self-funding into a visual roadmap executives can’t unsee.
Consulting offer Packager
Helps you turn your consulting into a paid, top-of-funnel offer instead of a “free sample.”
Tough Negotiations Operator
How to step in when deals stall or fracture, soften edges or apply pressure.
Decision Committee Strategist
Maps the real decision chain (CFO/HR/CEO) and designs the order of attacks.
Micro Fame Expert
Teaches how to gain attention and expertise without mass following and viral videos.
Story Designer
Creates a plug-and-play structure for case studies that carry one clear message and land emotionally.
Book Blueprint Coach
Gives you the structure to write a clear, credible, non-boring book in self-funding that prospects will read.
Secret Topic
Members Only
Join Forces Against the Fully Insured Status Quo
Markets and opinions don’t change because someone shares a thought once. They change when the same idea keeps showing up until it becomes unavoidable.
The Plan Room exists to engineer that repetition among brokers.
Every week, we gather and design content themes and angles that challenge the Fully Insured Status Quo and make self-funding feel obvious, not exotic.
Most brokers run a practice. The Plan Room forces you to run an asset.
Every session is prepared through a commercial lens – profitability, repeatable and conscious prospecting, durable clients. Because business built to be sellable is a business built to be powerful, even if you never plan to exit.
