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56 contributions to 1.oak Collective
Three Things I am Using Now Live Cancelled, But...
Tonight, I was going to go live. I came to Skool to see who was coming and I am not going to show up all alone. So, there will not be a LIVE session tonight. Instead, I did a micro video introducing the three topics. Use the comments section below to ask qauestions and get feedback. Have a great Night
Three Things I am Using Now Live Cancelled, But...
1 like • 4d
@Joe Matzke In that case, I show three options: 1. A guaranteed lifetime income illsutration, 2. Athene Velocity with 10% free withdrawals consistent for ten years (this product allows for 10% Free Partial Withdrawals of the premium) and show the remainder value after ten years in the worst, last ten year and a fixed rate world and 3. The best 10 year MYGA. Reminder, you can show number 3 and what income would come and then encourage the client to do 1 or 2 and save the difference for a rainy day or legacy.
0 likes • 4d
@Janelle Pike I'd love to meet Tom C in the future also. We will rerun that back again next week or the next.
Collective Sales Coaching Today
@Ermelis Ramirez For the paid members for Basic Training and Boot Camp today, our sales coaching at 12:15pm Eastern will be postponed. Last night, I found out my tee time at the Schwab Cup Pro-Am starts around this call. That was unexpected. So I put together this video that does three things: 1. A Story around Veterans 2. Follow-up to Last Week's Call 3. Announced a 30 minute Live Stats Show on Friday If you are not part of the current collective Boot or Base Camp, there is still time to get in. If you would like to take to @Breckell McGowan or @Alina Caraba, comment "ME" below. For those currently in the weekly sales coaching, start a conversation below about questions you have regarding last week's training or email [email protected]
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Collective Sales Coaching Today
What Products Am I Using Today to Win?
I get asked often what solutions am I using right now for annuities and life and why? I am going to open it up to the Community on a special call. Tuesday, November 10 at 6:30pm Eastern! Three solutions. A Look at Best Rates. And One huge giveaway. If you have colleagues in the financial services business who are not part of the Collective Community, invite them to Tuesday event. The person who invites the most folks on the meeting will receive a shipment of “The Retirement Handshake” to send to your clients as a gift to prospects that’s guaranteed to generate meetings! I’m going to simply ask a question at the beginning of the meeting in the first five minutes—“Who invited you today”. The persons name listed the most in the chat wins. The number of people who shows up is the number of books I’ll have mailed to you (up to 50)! Comment “Rev” if you want in the meeting room on Tuesday. I’m not going to he Salty on Tuesday…it will be a ton of sweet treats to close business. Mike
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What Products Am I Using Today to Win?
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 • Sep 25
@Lee Blanche $125,000 in 2 year MYGA with 5.2% interest compounded would be $138,338 after 24 months.
0 likes • 9d
@Melissa Hall For two years, it around 1.25% and 3 years is 1.75% in commission. The good news is you get to do it again in 2-3 years. Rates have gone up also. Rates are close to 5.5-5.75% for 2 year and over 6% for three years. I’ll send you a message.
Recap from Week One of Bootcamp and Basic Training
Here are the Mike-Notes from today’s 45 minute meeting: Breakthrough, Amplify and Impact! Business Audit…inspect your client numbers and referrals. It’s the easiest way to grow ROI. And the bonus “Business Audit Revenue Review” Weekly Schedule with “Yourself” with a purpose. One meeting, huge dividends. We will build your compliance guidelines and your voice. Send the output (videos) to @Ermelis Ramirez And, the LinkedIn Connection Game. You cannot expect LinkedIn success if you are not connected. And Niche down—Riches in Niches! If you missed it, you can still join Boot Camp or Basic Training to get the recording. I want to see you WIN BIG! Do you need a better Trust Score (online presence), more self generated leads (I love lead vendors also), a repeatable no cost marketing process or want to be in the room with over nine figures in 2027 production, reach out to @Alina Caraba or @Breckell McGowan by commenting below “I want in”. And you got to be ready to do the work. We will celebrate big in 12 weeks!
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Mike Milligan
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297 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 18m ago
Joined Aug 20, 2025
San Juan, PR and Virtually
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