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48 contributions to 1.oak Collective
The Retirement Handskake
Live Now... https://us06web.zoom.us/j/2488919167
This Week in the 1.oak Collective
I hope the week has started off well for you all. This week, here is the lineup: Wednesday on the Sales Coaching Call at Noon, Talcot Resolution will come to talk about the every changing fixed index annuity space. We are going to let them give thirty minutes about their history and the space they fill and then we are going to do a roundtable on Annuity FAQ with an insider. Friday, we are doing a Sprint to Success Meeting at 11am. This meeting will be how to come out of obscruity and into the light for others to see. This is an open session so if you have people in your network you invite, we will be giving away a set of "The Retirement Handshake" Books for you to use with your clients for the person who brings the most licensed professionals. Next Monday at 4pm, we will do "The Retirement Handshake" Author Readback. This will be your chance (if you read the book) to come and share what you learn, hear what I mean and then find out how to use the books to generate leads for the 4th Quarter. The only price of admission for that event will be to read the book. To purchase the book, go to: https://www.amazon.com/Retirement-Handshake-Minority-Partner-Changed/dp/B0HHYYXSNF If you have read the book, review it online here: https://www.amazon.com/review/create-review/?ie=UTF8&channel=glance-detail&asin=B0HHYYXSNF Comment below where we will see you this week. Put the following number in the comments with what you are doing: 1-- Sales Coaching Call 2-- Sprint to Success 3--Author Readback 4-- 1 and 2 above 5-- 1 and 3 above 6-- 2 and 3 above 7-- All of the above and you are buying the book and going All-In
0 likes • 22h
@Glenn Smith Thank you, Glenn. Retirement Handshake at 4pm ET today. Here is the link -> https://us06web.zoom.us/j/2488919167 Our next webinar is this Friday, 10/2 at 4pm ET. You can register here -> https://api.leadconnectorhq.com/widget/form/SHcbgciQHzIsBiyHG947
MYGA rates
I have a prospect who has $125,000 in CD's earning 3.25%.coming due mid November. He said he usually goes for 6 months but if the rates are better he will tie up for 1 yr. Where do I find the rates? I have never done a MYGA
0 likes • 6d
@Lee Blanche The best one year rate is around 4.35%. If he wants to do two years, Oceanview Life has the best two year rate on the market right now. It is around 5.10%. In Mid-November, the two year rates may be close to 5.5%.
0 likes • 5d
@Lee Blanche $125,000 in 2 year MYGA with 5.2% interest compounded would be $138,338 after 24 months.
The Retirement Handshake
I released my third book, "The Retirement Handshake" on Amazon over the weekend. It is a history lesson on taxes and retirement and the steps to take with the partnership agreement you signed when you deposited money within a 401(k) to reduce taxes. We need to take back control and it begins with learning where we lost it. Two things are coming with this book: 1. If you purchase a copy and read it, I am hosting an Author Readback on the book on my birthday, September 28 where I go live to answer questions. That will be at 4pm Eastern. 2. If you purchase 25 copies of the book and send to your clients (just send me the sales receipt), you can also invite those clients to that reback to answer questions. You want to talk about a huge value add. I will do a schedule 30 minute Author Reback for you and them on an evening or Saturday in October. This would be about a $300 investment by you (purchase of the books and about $2/per book to package and mail). I'll give you the template that works on this in next week's Sales Coaching Call. What a value add for you and your prospects. You can borrow credibility. And, if 50% of the books you send show up to your 30 minute author readback, I will guarantee you get 5 appointments from that. The book retails for $14.99, but I have made it available on Amazon for $9.99 paperback through September 28. https://www.amazon.com/Retirement-Handshake-Minority-Partner-Changed/dp/B0HHYYXSNF
The Retirement Handshake
1 like • 12d
@Glenn Smith Awesome! See you on Sept 28 at 4pm for author reback and to talk about marketing plan for your prospects
1 like • 6d
@Glenn Smith Amazing. If you don't mind, go to Amazon and review it: https://www.amazon.com/review/create-review/?ie=UTF8&channel=glance-detail&asin=B0HHYYXSNF
September 17 Athene Agility Call
Are you wondering about Agility and how Athene recommends using this product. There is a webinar tomorrow on it. Go ahead and register: https://event.on24.com/wcc/r/5371820/CDB7ECD65906F8E86716FED1B3B1BBED?utm_medium=email&utm_source=sfmc&utm_campaign=webinar_2026_september&utm_content=athene_agility&sfmc_id=124962893&utm_id=wbnrs
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Mike Milligan
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326 points to level up
@mike-milligan-2056
CFP®️, Author, Lecturer, Radioshow Host, Hall of Famer 💡Podcast: Ideas by Mike™️ 💡Podcast: One of a Kind Financial Show Daily 💡“Be One of a Kind”

Active 3m ago
Joined Aug 20, 2025
San Juan, PR and Virtually
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