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12 contributions to 1.oak Collective
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 • 1d
@Mike Milligan enjoy Hawaii! Your ears must be burning. I sent The Retirement Handshake to my accountant this week! Thx for the MYGA news.
It’s TODAY!!
Join us for today’s Sales Coaching Call featuring special guest Lisa Mohammed! Get ready for a great conversation packed with sales insights, business strategies, and actionable takeaways you can put to work right away. 🚀 ⏰ 12:00 PM EST 📅 Zoom link is available in the Calendar section See you there! 🙌
It’s TODAY!!
1 like • 23d
Excited for this!
Nashville is calling… and we have something exciting to share 👀
Join Mike and Erika live on LinkedIn tomorrow as they reveal more about a special live experience happening in Nashville this October. This is your chance to hear directly from them, get an early preview of what’s being planned, and learn how you can be part of it. 📅 Friday, September 18 🕒 3:00–4:00 PM ET 🎙️ Live on LinkedIn Set a reminder, bring your questions, and join us here: 👉 https://lnkd.in/p/e8px8fHQ
Nashville is calling… and we have something exciting to share 👀
0 likes • Sep 18
https://lnkd.in/p/e8px8fHQ I think this is the link but it's not letting me in :(
0 likes • Sep 18
https://www.linkedin.com/events/sprinttosuccess7505976614917386240/theater/ I clicked to get in and it resolves to this link which says the event will start soon... either way, I know it's going to be awesome and I hope there is a recording!!
Mike in his happy place!
@Mike Milligan Thanks for a great coaching call this morning! Your input in invaluable and completely relevant to every conversation we are having with our clients & prospects on a daily basis. As somebody who's been doing this 26 years you are a breath of fresh air and we appreciate you so much! Can't wait to read (and gift) The Retirement Handbook; my copy arrived yesterday!
Mike in his happy place!
The Retirement Handshake
I released my third book, "The Retirement Handshake" on Amazon over the weekend. It is a history lesson on taxes and retirement and the steps to take with the partnership agreement you signed when you deposited money within a 401(k) to reduce taxes. We need to take back control and it begins with learning where we lost it. Two things are coming with this book: 1. If you purchase a copy and read it, I am hosting an Author Readback on the book on my birthday, September 28 where I go live to answer questions. That will be at 4pm Eastern. 2. If you purchase 25 copies of the book and send to your clients (just send me the sales receipt), you can also invite those clients to that reback to answer questions. You want to talk about a huge value add. I will do a schedule 30 minute Author Reback for you and them on an evening or Saturday in October. This would be about a $300 investment by you (purchase of the books and about $2/per book to package and mail). I'll give you the template that works on this in next week's Sales Coaching Call. What a value add for you and your prospects. You can borrow credibility. And, if 50% of the books you send show up to your 30 minute author readback, I will guarantee you get 5 appointments from that. The book retails for $14.99, but I have made it available on Amazon for $9.99 paperback through September 28. https://www.amazon.com/Retirement-Handshake-Minority-Partner-Changed/dp/B0HHYYXSNF
The Retirement Handshake
0 likes • Sep 10
How exciting @Mike Milligan ! This looks great!!! Quick question: Is this specifically for Roth conversions or can we gift this to anybody? Can’t wait to read it!
0 likes • Sep 10
@Mike Milligan Excellent. I actually used the word “inventory” and told that story for the first time on a call yesterday because of being on your sales call in the AM and it totally landed!. It makes so much sense and can act as a trigger for ppl to be proactive and make the necessary changes that will benefit them in years to come. Thx!!
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Christina Lawrence
2
14 points to level up
@christina-lawrence-3842
I’m Christina Lawrence, a Financial Advisor w/Encompass More Asset Mgt. Founder of MyFinancePowerUp, which helps empower financial decision-making.

Active 3m ago
Joined Jun 30, 2026
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