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6 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 • 12d
Please
1 like • 15d
Ermelis, is there a workbook available to just a Skool enrollee for Sprint to Success if I haven't signed up for the 12-week course?
🚨 LAST CHANCE: Sprint to Success starts TOMORROW
Hey Collective fam! 👋 This is it — doors close tonight. 🔥 Tomorrow, Mike Milligan is going live for one afternoon built around the ONE thing most advisors overlook: trust. Because the ultimate product we have to build is trust. 📅 Friday, August 14 ⏰ 1:00 PM – 5:00 PM ET 💻 Live via Zoom — link drops on the Skool Calendar In one afternoon, you’ll walk away with: ✅ A stronger professional identity ✅ Real visibility — a digital presence that says “I’m open for business” ✅ Deeper product knowledge ✅ A repeatable process ✅ Momentum + a clear 30-day plan to keep it going Who’s this for? ✅ New agents/advisors with a high ceiling — especially those working toward MDRT who need the trust factor before their next production stretch. 🚫 Not for advisors with 2+ years of $3M+ annuity production. This is the last time this will hit your feed. 👇 Comment “SPRINT” below or DM Mike Milligan or Ermelis (Customer Success) right now to lock in your spot before it’s gone. Let’s build. 🛠️
🚨 LAST CHANCE: Sprint to Success starts TOMORROW
1 like • 27d
Sprint
One Page Training is Live in the Classroom
I have completed the training on the One Pager in the Classroom. We will be offering this as part of the "The 21 Step Process from Lead to Super Fan™," a core training in "The 12 Week Breakthrough™ to agents as they come into the community. For current members of the 1.oak Collective, this training will be available for $49 (representing the number of years I have been alive but the price will go up on my Birthday--follow the countdown on LinkedIn); a ridiculous discount to quality and value it can provide. And, if you close a case in the next 60 days using the One Pager, email ermelis@1oaksupport.com and we give you the "prompt sheet for better results" PDF. And, I will hold a one time meeting on building One Pagers on Tuesday, July 28 at 7pm Eastern time. Do you want those details?
0 likes • Jul 13
Yes please. Just joined you through Jucebox
Hey everyone
I'm new to the annuity and IUL industry. My first few years were focused on Medicare. I did that primarially during AEP. I'm really excited about my new journet into financial planning. I can use all of the coaching you can offer me. I was a stockbroker in the '90's with PaineWebber. Was in the oil & gas business as a geologist in various partnerships. I'm hungry to learn!!
0 likes • Jul 9
Thank you.
1 like • Jul 10
Where do I master the sales presentation? How to effectively market myself? What activities daily to do to book more appointments? Hows that :)
1-6 of 6
Frank Baumgartner
2
13 points to level up
@frank-baumgartner-7874
My passion for helping others in the financial consulting business comes from being able help the reduce risk, Fees and Taxes in Retirement.

Active 3h ago
Joined Jul 8, 2026
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