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1.oak Collective

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36 contributions to 1.oak Collective
"Smart Retirement Shopping," The WSJ, published January 13, 2007
Third Party Research--Income Annuities age well. Here is a third party research piece dating back to 2007 that can be used with clients to show we have been using strategies for 20 years like this. I have a special training that will post on Friday that compares the performance of an Income Annuity to 60/40 Portfolio and the winner for total value since then. Comment below "History" if you would like that training video.
0 likes • 3h
@Dawn Debus https://www.skool.com/mikemilligan/classroom/7e06e6a1?md=ff1fb2e7eb4b4922bcfd9282e941a328
0 likes • 3h
@Tish Cook https://www.skool.com/mikemilligan/classroom/7e06e6a1?md=ff1fb2e7eb4b4922bcfd9282e941a328
Sprint to Success
Have a good amount of advisors fired up about tomorrow's call! Got to love working with people who love what they do.
Sprint to Success
0 likes • 3h
And @Jeremy Houser I love this work!
🚨 LAST CHANCE: Sprint to Success starts TOMORROW
Hey Collective fam! 👋 This is it — doors close tonight. 🔥 Tomorrow, Mike Milligan is going live for one afternoon built around the ONE thing most advisors overlook: trust. Because the ultimate product we have to build is trust. 📅 Friday, August 14 ⏰ 1:00 PM – 5:00 PM ET 💻 Live via Zoom — link drops on the Skool Calendar In one afternoon, you’ll walk away with: ✅ A stronger professional identity ✅ Real visibility — a digital presence that says “I’m open for business” ✅ Deeper product knowledge ✅ A repeatable process ✅ Momentum + a clear 30-day plan to keep it going Who’s this for? ✅ New agents/advisors with a high ceiling — especially those working toward MDRT who need the trust factor before their next production stretch. 🚫 Not for advisors with 2+ years of $3M+ annuity production. This is the last time this will hit your feed. 👇 Comment “SPRINT” below or DM Mike Milligan or Ermelis (Customer Success) right now to lock in your spot before it’s gone. Let’s build. 🛠️
🚨 LAST CHANCE: Sprint to Success starts TOMORROW
2 likes • 16h
@Scott Parks Message [email protected] and we will work on doing that for you.
Sprint to Success Link
How do I sign up for your sprint to success please. Thanks so much
1 like • 2d
@Lee Blanche A Direct Message has been sent to you.
0 likes • 17h
@Matthew Swinford Yes, I'll send over the invite to you.
Follow-Up to Collective Mid-Week Call
Based on a conversation yesterday in the Collective Mid-Week Call, I recorded a quick training and placed it in the Classroom under "Curated Articles" section. I'll put it here to for you to watch and study. https://www.skool.com/mikemilligan/classroom/7e06e6a1?md=ff1fb2e7eb4b4922bcfd9282e941a328
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Mike Milligan
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18 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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