Activity
Mon
Wed
Fri
Sun
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
What is this?
Less
More
1 contribution 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
0 likes • 5d
Bout time for another book isn’t it
1-1 of 1
Michael Collins
1
5 points to level up
@michael-collins-4993
30+ year career of helping my clients build and live their financial plan

Active 7h ago
Joined Aug 28, 2026
Powered by