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1.oak Collective

70 members • Free

Agent Shift™

301 members • Free

4 contributions to 1.oak Collective
One Page Training is Live in the Classroom
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?
0 likes • Jul 12
Yessir @Mike Milligan
One Pager Training Coming This Week
I was on Sales Coaching Call and talked about the power of the The One Pager between meetings. I will post a training on how to do this within a week. Who wants that!
1 like • Jul 8
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"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 • Jul 8
History
BlackRock: How To Optimize Retirement Income
Let's have a conversation about this. In the comments, tell me your take aways. What do you feel would be a point you could make to a prospect using this?
3 likes • Jul 2
@Mike Milligan One stat retirees should know is that by adding guaranteed income they can spend MORE. 29% more like Dawn said. One message I will focus on is the fact that annuity income not only allows you to spend more, it also reduces your decision fatigue. In other words it removes the decision on what asset to sell & when to sell it when you need the income. It gives you less stress and more freedom with your other funds. For example you can spend more of your other funds on good years if you choose to, you can let them beat inflation, you can give them, you can leave more to your children, etc. Less decision fatigue more living.
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Jonathan Yeakey
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1 point to level up
@jonathan-yeakey-4941
The next generation of financial planning

Active 3d ago
Joined Jun 25, 2026
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