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. 🛠️

I have completed the training on the One Pager in the Classroom. We will be offering this as part of the "The 21 Step Process from Lead to Super Fan™," a core training in "The 12 Week Breakthrough™ to agents as they come into the community. For current members of the 1.oak Collective, this training will be available for $49 (representing the number of years I have been alive but the price will go up on my Birthday--follow the countdown on LinkedIn); a ridiculous discount to quality and value it can provide. And, if you close a case in the next 60 days using the One Pager, email [email protected] and we give you the "prompt sheet for better results" PDF. And, I will hold a one time meeting on building One Pagers on Tuesday, July 28 at 7pm Eastern time. Do you want those details?

I'm new to the annuity and IUL industry. My first few years were focused on Medicare. I did that primarially during AEP. I'm really excited about my new journet into financial planning. I can use all of the coaching you can offer me. I was a stockbroker in the '90's with PaineWebber. Was in the oil & gas business as a geologist in various partnerships. I'm hungry to learn!!

For the dozen financial pros who have taken the Personal Financial Planning Course through SKOOL or ODU, here is the bonus takeaway handout you get as part of the bonus class. For members of the 1.oak Collective who have not taken the Personal Financial Planning Course, you can purchase it in the Classroom. Starting July 1, the course price went up to $399 as a one time charge for live course. But we are going to reduce it to $219 for the June recordings in SKOOL. If you complete the course by July 31, I'll also give you the bonus session recording that goes with this handout. If you were part of the bonus session for the June PFP Course, comment below on the impact you think that bonus section will have on your business in the Q3.