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Owned by Mike

1.oak Collective

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Coaching and Mentoring to build your business voice in financial services and become a trusted professional. Be 1oak! Join the Cohort.

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40 contributions to 1.oak Collective
A Live Sales Coaching Call Going on Now
North American is presenting there annuity lineup today starting in three minutes... Join Here: https://us06web.zoom.us/j/2488919167
0 likes • 2d
Whoa...If you want the recording for this, let us know.
1 like • 2d
Have you heard this one before-- "Insurance is a Promise". Whoa. One of the amazing comments from the live event. I will be using that one.
Podcast Guest Opportunity--Amplify
As a member of the 1.oak Collective Community, here is my give today. Watch this video first. Listen to they Why. And if you are ready to Amplify, give it a go. And, if you want more opportunities to be on podcast, it is all part of being a Premium or VIP Member of the 1.oak Collective. Comment Amplify below if you want the Calendy invite to join the "I Used to Work There Chat with Kelly Kennedy" Podcast.
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Podcast Guest Opportunity--Amplify
Generational Conversations--What is Your License Actually For?
Today on the Mid-Week Call, we talked about generations. We talked about how your license can serve these generations. If you want the recording to rewatch or watch for the first time, comment "Please" below. And, here is the one pager from our meeting today.
Mid-Week Coaching Call Today
Collective, I am in Des Moines, IA today participating in the Athene Producer Advisory Council. So I will not be available for the mid-day coaching call. Instead, can I point you to listen to the first three episodes of the One of a Kind Financial Show Daily this week where I talk about Michael Burry, Robert Kiyosaki and Jim Cramer (and subscribe to that YouTube channel if you haven't yet--https://www.youtube.com/@1.oakradio). I will hit on two other key figures this week. If you don't know who these three figures are in finance, you are missing the opportunity to lean into and "borrow credibility" or "reverse a thought". I talked about both of these concepts in the Sprint to Success on Friday. As a reminder, if you have not reached out to Ermelis to discuss next steps with the Collective, do [email protected]. Ask her if she got Bad Bunny tickets for this weekend also as he is playing in PR to end his world tour. Ticket go on sale on the island this morning at 10am. With her luck. Speaking of Ermelis, Our client success strategiest, she will be posting more details about our sales call next week. We will be reviewing the term platform I used to put over $400 Million of Term Business In Force and the sales strategy around it next week. Finally, is there a financial name, guru, finfluencer or financial entertainer you hear from your prospects often that you would like me to do the research on and hit on an episode of The One of a Kind Financial Show Daily. If so, comment that below.
0 likes • 14d
@Jeremy Houser Killer Amount. He believes in leverage, silver and selling books/programs. Yet he has a huge following.
0 likes • 14d
7.7 Million Followers…
"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.
1 like • 21d
@Dawn Debus https://www.skool.com/mikemilligan/classroom/7e06e6a1?md=ff1fb2e7eb4b4922bcfd9282e941a328
0 likes • 21d
@Tish Cook https://www.skool.com/mikemilligan/classroom/7e06e6a1?md=ff1fb2e7eb4b4922bcfd9282e941a328
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Mike Milligan
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354 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 12m ago
Joined Aug 20, 2025
San Juan, PR and Virtually
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