Western Asset Protection

The Agency Leadership Chat with Paul Rose
2026-07-06 13:00 - 14:00, 2026-06-01 13:00 - 14:00, 2026-05-04 13:00 - 14:00, 2026-04-06 13:00 - 14:00 (America/Phoenix)
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!

Talk-O Tuesday
2026-06-09 11:00 - 12:00, 2026-05-12 11:00 - 12:00, 2026-04-14 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.

Lombard, IL – Medicare Academy Fundamentals + MBA
2026-05-13 08:00 - 16:00 (America/Chicago) | Embassy Suites Hilton — Lombard, IL, 707 E Butterfield Rd, Lombard, IL, 60148, United States
Medicare Academy Fundamentals + MBA
Learn more and Register HERE >
One-day, in-person event:
Build your business from the ground up or reboot your Medicare foundation; this is your jumpstart.
You’ll learn how to:

Understand the Medicare Opportunity
Master the Medicare Landscape
Stay compliant with the latest CMS updates
Master sales and marketing tactics that bring results
Use tech tools that save time and increase enrollments

You Won’t Just Leave Motivated.
You’ll Leave Equipped.

Embassy Suites Hilton — Lombard, IL
707 E Butterfield Rd
Lombard, IL 60148
8:30 AM to 9 AM Registration
9 AM to 4 PM Training

Lunch is provided
Happy Hour Follows
Exclusive Training workbooks and materials
Sponsor Networking

Small reservation fee • Reimbursed when you attend

Oak Lawn, IL – Medicare Academy Fundamentals + MBA
2026-05-12 08:00 - 16:00 (America/Phoenix)
Learn More & Register_HERE >

One-day, in-person event:
Build your business from the ground up or reboot your Medicare foundation; this is your jumpstart.
You’ll learn how to:

Understand the Medicare Opportunity
Master the Medicare Landscape
Stay compliant with the latest CMS updates
Master sales and marketing tactics that bring results
Use tech tools that save time and increase enrollments

You Won’t Just Leave Motivated.
You’ll Leave Equipped.
Seats Are Limited
To keep the training interactive and high-value, attendance is capped.
Small reservation fee • Reimbursed when you attend

Hilton Oak Lawn
9333 South Cicero Ave, Oak Lawn, IL 60453
Windsor Ballroom
8:30-9 AM Registration
9 AM to 4 PM Training

Lunch is provided
Happy Hour Follows
Exclusive Training workbooks and materials
Sponsor Networking

Reach more client and drive engagement through Agent-Personalized Website
2026-04-29 12:00 - 13:00 (America/Phoenix)
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.

Tech Tip Tuesdays
2026-04-28 09:00 - 09:30, 2026-04-28 07:00 - 07:30, 2026-04-21 09:00 - 09:30, 2026-04-21 07:00 - 07:30, 2026-04-14 09:00 - 09:30, 2026-04-14 07:00 - 07:30, 2026-04-07 09:00 - 09:30, 2026-04-07 07:00 - 07:30 (America/Phoenix)
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 7 AM or 9 AM AZ Time (MST) – 9 AM or 11 AM CDT.
Please register for each session you’re interested in.

April 7: Calendar & Meeting Scheduler
April 14: Automated & Save on Leads
April 21: Spanish Options
April 28: Key Features of Ask Integrity AI

Presenter: Anna Patrick

CSG APP Feature Focus Training
2026-04-27 08:30 - 09:00, 2026-04-20 08:30 - 09:00, 2026-04-13 08:30 - 09:00, 2026-04-06 08:30 - 09:00 (America/Phoenix)
Register HERE >

CSG APP Feature Focus Training
April 6: One EApplication for Multiple Carriers
April 13: Side by Side Plan Comparisons
April 20: New to CSG App Training
April 27: Add a Quoting Tool to Your Website

Medicare Academy - Fundamentals & MBA
2026-04-16 08:00 - 2026-04-17 16:30 (America/Phoenix)
Register HERE >

Ready to grow your Medicare portfolio with clarity and confidence? Medicare Academy Phoenix delivers two days of hands‑on training covering Medicare fundamentals, Medicare Advantage, ancillaries, and scalable business systems. In person | April 16–17, 2026.
Lunch provided

Send Compliant Marketing Emails and Texts
2026-04-16 08:00 - 09:00 (America/Phoenix)
Register_HERE >

Send Compliant Marketing Emails and Texts
Presented by Anna Patrick, Vice President of Sales Enablement and Tech Adoption

Client Sync: Gather and Update Client Health Details Prior to Meeting
2026-04-14 11:00 - 12:00 (America/Phoenix)
Register_HERE >

Client Sync: Gather and Update Client Health Details Prior to Meeting
Presented by Anna Patrick, Vice President of Sales Enablement and Tech Adoption

New to IntegrityCONNECT Leads
2026-04-13 11:00 - 12:00 (America/Phoenix)
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

New Calendar & Scheduler: Meetings Made Easy
2026-04-09 11:00 - 12:00 (America/Phoenix)
Register_HERE >

Get a first look at the upcoming Calendar & Appointment Scheduler inside IntegrityCONNECT—designed to help agents stay organized, save time, and connect with clients more efficiently.
In this preview session, we’ll showcase how the new Calendar experience brings appointments, reminders, and scheduling into one centralized view. You’ll see how agents will be able to create and organize appointments by client and meeting type, and how consumers will be able to schedule appointments through their agent’s personalized website. You will learn about integrations with other calendars.

New to IntegrityCONNECT for Health Agents
2026-04-08 08:00 - 09:00 (America/Phoenix)
Register_HERE >

Join us for IntegrityCONNECT New User Training for Health Agents—a slow‑paced, practical walkthrough to help you save time, sell more, and deliver a better client experience from day one. IntegrityCONNECT is Integrity’s all‑in‑one platform for streamlining workflows, managing clients, and driving efficient sales activity.

In this session, you’ll learn how to:

Manage and serve clients more efficiently with centralized data and intuitive tools
Grow your business with smoother workflows, better engagement, and stronger retention
Use Ask Integrity for real‑time guidance—and submit up to 79% more applications on average

Perfect for new or early users, this training gives you the essentials, shortcuts, and best practices to work smarter and focus on growing your book of business.

Supercharge Your Medicare Advantage Workflow: Fast Quoting, Easy Comparing, Instant Submission
2026-04-06 08:00 - 09:00 (America/Phoenix)
Register_HERE >

Unlock the full power of IntegrityCONNECT in this hands‑on training designed to help agents confidently quote, compare, and submit Medicare Advantage applications—all within one streamlined platform.
In this session, you’ll learn how easy it is to:
✔ Store & Use Client Health Information
See how IntegrityCONNECT automatically pulls prescriptions, providers, and pharmacies from the client record to generate accurate and personalized Medicare Advantage quotes
✔ Compare Plans With Confidence
Quickly filter, evaluate, and compare Medicare Advantage and PDP plans side‑by‑side using built‑in plan cards and comparison tools. Easily send digital plan comparisons to clients for review with just a few clicks.
✔ Submit Applications for Multiple Carriers
Walk through the seamless enrollment experience—applications prefill using stored client data, reducing errors and saving significant time. Learn how IntegrityCONNECT supports Medicare Advantage and PDP enrollments across many carriers in a unified workflow.
✔ Offer Multiple Signature Options
Discover how to complete applications in the way that works best for your client. IntegrityCONNECT supports:
In‑person signatures
Voice signatures
Email signatures
Text message signatures
You’ll also see how each completed enrollment automatically stores a PDF copy in the client’s record, ensuring easy reference and compliance.
✔ Keep All Production & Client Details in One Place
Track your carrier production, plan selections, client interactions, and enrollment activity—all from one central dashboard. IntegrityCONNECT is built to simplify your workflow and give you full visibility into your book of business.
What You’ll Leave With:
* Confidence navigating quotes and enrollments
* Best practices for comparing plans and sending client‑ready summaries
* A full understanding of signature options and application storage
* Clear insight into how IntegrityCONNECT centralizes your client and production management
