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1.oak Collective

25 members • Free

Agent Shift™

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Advanced Market Life Agents

7.5k members • Free

Financial Collaborators

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Every Mom's Journey

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6 contributions to 1.oak Collective
Oceanview Life
3 year FIA with great first year FIXED rate. This is a great solution for: --CD's maturing --Money that is not needed except in absolute life emergency --Money needed later And, 6.75% fixed will not last forever. https://vimeo.com/1170779136/05f9b3e427
Oceanview Life
1 like • 3d
Looking forward to sharing this with a current client! This is a great solution.
12 Week Program Starting March 2
We will have a recorded session today at 1pm Eastern on how to focus over 12 weeks to drive more business. If you want to know more about the Collective, schedule a time with me. The Zoom Room is in the Calendar at the Top.
12 Week Program Starting March 2
0 likes • 6d
Looking forward to the next call and the growth that will happen in 12 weeks!
Client Success Introduction - Ermelis Ramirez
Hi 1oak Collective, My name is Ermelis Ramirez. Originally from Puerto Rico, I’m grateful for the opportunity to support your success. It’s truly special to be part of a community that brings together people from so many corners of the United States. You can learn a bit more about my role in the video below. My E-mail: ermelis@1oaksupport.com I’d also love to get to know each of you better. When you can, please introduce yourselves and share a little about where you’re from and what you’re excited to work on this year.🚀
Client Success Introduction - Ermelis Ramirez
1 like • 6d
Aloha Ermelis! I’m from Oahu. I’m happy to hear that you’ll be keeping us accountable. I am excited to meet more people and help as many as I can.
I am January
Aloha everyone, my name is January Liddell. I am happy to be a part of this community of intentional financial specialists eager to learn more and add value to each other. I am honored to be mentored by Mike Milligan, our one-of-a-kind Leader. Besides being a Financial Specialist, a fun fact about me is that I love Geocaching. I started when my son was 4 years old and forgot about it until just recently. Since I’ve been challenging myself with 10k steps daily, I figured I’d add this as I walk. I’m on week 6 of walking 10k steps a day.
1 like • 6d
@Ermelis Ramirez Mahalo nui loa 🙏Glad to be here!
IUL Lawsuit
PacLife, an agent and IMO have been sued by Kyle Busch, nascar legend, for reported “losing $8.5mm” and being sold “tax-free income” solution. This is going to rock the insurance only producer market especially annuity or IUL only solution providers. Why? There is now a Google search that shows a celebrity losing real money and an attorney with a lawsuit trying to change the game (aka the industry and make them pay for it). Next up…class action law suits. This type of lawsuit happened in the Real Estate industry a couple years ago over commissions. There was a settlement out of court and the result has still be negative on that industry. What can you do now? 💡Don’t try to persuade that the lawsuit is frivolous—$8.5mm was lost 💡Don’t try to convince someone that the solution is an IUL. 👀 Do get alignment on the problem a prospect has 👀 Do get alignment that insurance industry has problems 👀 Do give pros and cons of all solutions to the problems And, create partnerships that give credibility. That is what 1. oak Collective is. “Your business powered by our history, our credentials and a One of a Kind brand”. Result for you—Alignment with 1 oak Collective=neutral ground to solve problems people need solved. Comment ‘Align’ to have the conversation.
IUL Lawsuit
0 likes • 9d
Align
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January Liddell
1
1point to level up
@january-liddell-5721
I am focused on God, family, fitness, and fun. I am driven to be a better version of myself to have better personal and business relationships.

Active 2d ago
Joined Oct 30, 2025
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