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53 contributions to 1.oak Collective
November is Long-Term Care Awareness Month
A built-in reason to start a conversation many clients put off. One of the most common misconceptions? That Medicare will take care of it. Whether you’re a financial advisor or a long-term care professional, you’ve probably heard this one more than once. ✨Swipe through for the myth vs. the reality. 💭Advisors and LTC professionals: what’s the #1 long-term care myth you hear from clients? Drop it in the comments and share how you respond!
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November is Long-Term Care Awareness Month
Mike just dropped something big 👀
Tuesday, November 10 at 6:30 PM Eastern — a special Collective call on the annuity + life products he’s using right now to win. You’ll get: ✅ 3 solutions he’s actually using ✅ A look at best rates ✅ One huge giveaway Plus a referral contest: invite a colleague in financial services who isn’t in the Collective yet. At the start of the call he’ll ask “Who invited you today?” — the name mentioned most in chat wins a shipment of The Retirement Handshake (up to 50 books) to send to clients and prospects. Want in the room? Comment Rev on Mike’s post (and here too if you want).
Mike just dropped something big 👀
Sprint to Success | Live Webinar
Because the ultimate product we have to build is trust. - Do you want to maximize your visibility? - Do you want a digital presence that says you are open for business? - Do you want to maximize your ROI on your lead spend? Start with Sprint to Success. **November 7 | 11:00 AM – 12:00 PM EST** With Mike Milligan, CFP® If you have done 2 or more years of over $3mm of annuity production, this sprint is not for you. This is for those looking to become MDRT eligible but need the trust factor. Who wants in? Link in Calendar
Sprint to Success | Live Webinar
0 likes • 7d
@Andrea Le yes!!! Let’s go❤️‍🔥❤️‍🔥
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!
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It’s really now or in 12 weeks… when do you want to see the difference? Such an impactful first meeting!
Spooky Season at the Collective 🎃
Happy Friday, Collective! Since it's Halloween weekend, I wanted to share something about a question many people never ask about retirement. Swipe through the slides for some highlights from the article, including what Mike calls the "Retirement Red Zone." 👉 📖 Read Mike's full article: The Retirement Question Many People Never Ask https://financeinsights.net/0QpviKzqXc2EM1asxb8Mvc62v3L 🎙️ Listen to one of his latest One of a Kind Financial Show episode: Why Good AI Companies Can Still Disappoint Investors https://www.youtube.com/watch?v=ColhDfUF_9k Have a great weekend, everyone! 👻
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Ermelis Ramirez
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@ermelis-ramirez-1699
Client Success Strategist

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