Western Asset Protection

Talk-O Tuesday
2026-03-10 11:00 - 12:00, 2026-02-10 11:00 - 12:00 (America/Phoenix)
Register HERE >

On the 2nd Tuesday of every month, we invite you to join the discussion around anything and everything related to being in business in the Medicare space. Boost your business success! Join the WAP Team for Talk-O Tuesday, a chance to connect with our National FMO Sales, Compliance, and Marketing Leaders.

Bring your questions and your ideas and be part of the conversation.
Perfect for refining your strategies and staying updated on market trends!

We look forward to seeing you there.

CSG APP Feature Focus Training
2026-02-23 09:30 - 10:00, 2026-02-16 09:30 - 10:00, 2026-02-09 09:30 - 10:00, 2026-02-02 09:30 - 10:00, 2026-01-26 09:30 - 10:00, 2026-01-19 09:30 - 10:00, 2026-01-12 09:30 - 10:00
Register HERE >
Every Monday at 10:30 AM CDT, we have a quick webinar focusing on one part of the CSG App tool.
Please register for each session you’re interested in.

January 5: Add a Med Supp Quoting Tool to Your Website
January 12: Universal Compare Feature
January 19: CSG App for New IntegrityCONNECT Users
January 26: Fill MA Coverage Gaps with HIP
February 2: Household Discount & Rating Classes
February 9: One E-application for Multiple Carriers
February 16: CSG App for New IntegrityCONNECT Users
February 23: Market Analytics

Skillbuilder Series: Commissions - Sharpen Skills. Stay Informed.
2026-02-18 11:00 - 12:00
Register HERE >

January Skillbuilder will be presented by Nic LeClair and Damon Rose on Commission Best Practices
Western Asset Protection’s Skillbuilder Series is designed to help agents strengthen their foundation, stay informed, and grow with confidence.
These sessions are more informational than interactive, focused on practical insights, timely reminders, and real-world guidance from our experienced experts.
Join us for Skillbuilder. Register today!

The Agency Leadership Chat with Paul Rose
2026-02-02 13:00 - 14:00
Join the Agency Leadership Chat, an exclusive opportunity for valued agency principals to engage in meaningful discussions about pressing issues that impact your business. This exclusive forum is designed not only to address your most urgent concerns but also to provide the insights and strategies necessary to accelerate your agency’s growth. Don’t miss out on the chance to collaborate with industry leaders and take your agency to the next level!

Interested in attending? Let us know. Contact our support team at support@westernassetprotection.com.
Join us for this exclusive thought-leadership monthly discussion with Paul Rose, David Wessling, and Julie Griffith. Gain valuable insights and proven strategies to grow your agency.

Don’t miss this great conversation!
Register today!

How to Grow Your Medicare Business with Data and Technology
2026-01-29 13:00 - 14:00
Register HERE >

Presenter

Anna Patrick
Vice President of Sales Enablement and Tech Adoption

New to IntegrityCONNECT Leads
2026-01-29 11:00 - 12:00
Register HERE >

IntegrityCONNECT Leads makes it simpler than ever to purchase and manage life and health leads and take your business to the next level!
Join us to learn about the different lead types and vendors and how leads automatically flow into the CRM so you can easily manage the relationship from lead to sale. Integrity is committed to quality.
All leads are verified and compliant.

Agenda

Account and Terms of Use Review
Life and Health Marketplace Leads
Realtime Call and Data Campaigns
Lead Management

Presenter

Anna Patrick
Vice President of Sales Enablement and Tech Adoption

Skillbuilder Series - Sharpen Skills. Stay Informed.
2026-01-29 11:00 - 12:00
Register HERE >

Western Asset Protection’s Skillbuilder Series is designed to help agents strengthen their foundation, stay informed, and grow with confidence.
These sessions are more informational than interactive, focused on practical insights, timely reminders, and real-world guidance from our experienced experts.
January Skillbuilder will be presented by Jean Lentsch on OEP Compliance Tips
Join us for Skillbuilder. Register today!

Start Selling Final Expense for Medicare Agents
2026-01-28 09:00 - 10:00

Tech Tip Tuesdays
2026-01-27 10:00 - 11:00, 2026-01-27 08:00 - 09:00, 2026-01-20 10:00 - 11:00, 2026-01-20 08:00 - 09:00, 2026-01-13 10:00 - 11:00, 2026-01-13 08:00 - 09:00
Register HERE >

Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you’re interested in.
Tech Tip Tuesdays are every Tuesday at 9AM or 11AM CDT.
Please register for each session you’re interested in.

January 6: Save on Major Brands with Exclusive Integrity Benefits
January 13: Drive Engagement to Medicare Seminars + Compliant Presentation Materials
January 20: Save Time with Call Summaries
January 27: How IntegrityCONNECT Enrollments are Helping Agents Track Client Data and Plan Details

CareMore Health Provider Group (Formerly Carelon Health) Expanding in Maricopa County
2026-01-22 10:00 - 11:00
Register HERE >
CareMore Health is expanding in Maricopa County, and we want you to be ready.
Join Western Asset Protection and CareMore Health for a fast, practical training that helps you:

CareMore Health’s expansion of its network into Maricopa County complements its existing presence in Pima County. Brokers now have the opportunity to offer SCAN, Verda HealthCare of AZ, and Wellpoint plans in Maricopa County, expanding their options and providing better choices for their clients.
Understand CareMore Health’s value-based care model and why it drives better outcomes and retention.
Use CareMore Health’s translation services to confidently support multilingual clients.
Grow your book by partnering with CareMore Health. Clear steps, real opportunities.

This session is built for agents serving clients across preventive care and chronic conditions. You’ll leave with talking points, enrollment tips, and network highlights you can use right away.

Keep Clients Engaged All Year Long
2026-01-22 09:00 - 10:00

Marketing Agent-Personalized Website to Drive Interest and Engagement
2026-01-21 09:00 - 10:00

Serving Spanish-speaking Clients in IntegrityCONNECT (in Spanish)
2026-01-15 11:00 - 12:00
Register HERE >

IntegrityCONNECT makes it easier than ever to serve your Spanish-speaking clients in their native language. Join our Spanish-language IntegrityCONNECT overview training, where we’ll show you how to send marketing emails and texts, complete Scope of Appointments, compare plans, and submit E-Applications—all in Spanish.

WAP & SCAN OEP Training - What you need to Know
2026-01-15 10:00 - 11:00
Register HERE >

Join the SCAN Health Plan team and Western Asset Protection for a concise OEP training created specifically for you.
We’ll cover key updates, important reminders, and guidance to help you stay compliant and support your clients throughout the Open Enrollment Period.
Definitely worth your time. Register now.

Client Retention Strategies
2026-01-14 10:00 - 11:00
Register HERE >

Maintaining engagement with your clients during OEP is key—not only for retention but for strengthening relationships.
Discover strategies to keep your clients engaged throughout OEP and all year long.

Agenda

PlanEnroll Learning Center
Marketing emails and texts
Legacy Safeguard
Ask Integrity Cross-Sell Recommendations

Talk-O Tuesday - Connect with our National FMO Sales, Compliance, and Marketing Leaders
2026-01-13 11:00 - 12:00
Register HERE >

On the 2nd Tuesday of every month, we invite you to join the discussion around anything and everything related to being in business in the Medicare space. Boost your business success! Join the WAP Team for Talk-O Tuesday, a chance to connect with our National FMO Sales, Compliance, and Marketing Leaders.

Bring your questions and your ideas and be part of the conversation.
Perfect for refining your strategies and staying up to date on market trends!

We look forward to seeing you there.

Growing Your Business in 2026 with Health Exclusive Leads
2026-01-08 12:00 - 13:00
Register HERE >

Supercharge your business with exclusive, compliant health leads.
Join us to learn how to connect with consumers in real time as they seek to speak with a licensed health agent about their Medicare options.
Agents can target their ideal clients through our customizable direct mail pieces. There is a lead type for any agent, no matter their budget, schedule, or experience working with leads.
The best part is that leads seamlessly flow into IntegrityCONNECT Clients, so you can instantly start working on them and take advantage of automated marketing to connect with them without ever having to log into the platform.
Your Integrity Business Phone automatically records and stores your lead calls and can quickly provide you with call summaries for easy follow-up.

Getting Started with IntegrityCONNECT for Health Agents
2026-01-07 09:00 - 09:30
Register HERE >

Learn how the IntegrityCONNECT platform works to help agents better serve and manage their clients, grow their business and be more efficient.
Agents who use IntegrityCONNECT submit 79% more applications!
We will cover the key features in IntegrityCONNECT and Ask Integrity that are driving agent success and helping them set more appointments, close more sales and retain their clients.
