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

Owned by Mike

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

An on-demand course and community that provides a comprehensive overview of personal financial planning.

54 contributions to 1.oak Collective
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
2
0
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 • 2d
@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!
No Sales Call on Wednesday, October 21
I am in Hawaii with a huge time difference. I will not be doing the Sales Coaching Call this week. Here are a couple things for you though: 1. Watch the One of a Kind Financial Show Daily that will post to the YouTube Channel for Wednesday. I talk about SpaceX earnings. And the competing gifts of Musk one share pledge to kids versus Trump Account gift. Have you had conversations about generational gifts to the next generation lately? 2. Rates on MYGAs are going up....it is a great time to review assets with clients to lock in some rates we have not seen since 2004. There is a 6.6% simple interest five year solution right now--do you now what company is offering that? 3. Rothober is in full force. Have you used "The Retirement Handshake" recently with a client. I have heard stories in the last week that include: a $900,000 annuity being written, $1,500,000 in application, $1,800,000 being taken this week and others. Would you like an author readback on the book again before Halloween? I think I can squeeze that in. Talk to you soon. Aloha!
No Sales Call on Wednesday, October 21
1 like • 17d
@Mark Valentich Ibexis.
0 likes • 17d
@Michael Collins Retirement CHI is written going through editorial review right now. That should release in November.
Want to know what people are saying behind Mike’s back? 👀
Turns out… it’s pretty good stuff. 😉 We’re letting these reviews do the talking! Swipe through to see what others have to say about Mike Milligan. Now it’s your turn: What’s one thing you’ve learned from Mike that has stuck with you? Drop it in the comments! 👇
Want to know what people are saying behind Mike’s back? 👀
1 like • 18d
I love this. Thank you @Ermelis Ramirez for putting this together.
1-10 of 54
Mike Milligan
5
310 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 7h ago
Joined Aug 20, 2025
San Juan, PR and Virtually
Powered by