Activity
Mon
Wed
Fri
Sun
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
What is this?
Less
More
1.oak Collective

71 members • Free

Agent Shift™

291 members • Free

2 contributions to 1.oak Collective
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.
0 likes • 2d
Please
"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 • 17d
History
0 likes • 13d
@Mike Milligan thank you!!
1-2 of 2
Tish Cook
1
5 points to level up
@tish-cook-3940
Tish Cook is a licensed financial strategist with over 8 years of experience helping individuals and families retire by design—not by default.

Active 31m ago
Joined Jul 8, 2026
Powered by