Western Asset Protection

Tech Tip Tuesdays
2026-04-28 09:00 - 09:30 (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

Skillbuilder Compliance and Regulations Updates for 2027
2026-04-29 11:00 - 12:00 (America/Phoenix)
More Details to Come
Join us for this special presentation where we will cover the regulations changes coming in 2027
Register Now

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

Life Agents | Scheduling Made Easy: Calendar Feature in IntegrityCONNECT
2026-05-04 09:00 - 10:00 (America/Phoenix)
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Meetings Made Easy!
We will cover the new calendar and scheduling inside IntegrityCONNECT — designed to help you share availability, book easily and meet with confidence!
Learn how easy it is to book meetings with your clients, and how they can easily book meetings with you — all through IntegrityCONNECT.

The Agency Leadership Chat with Paul Rose
2026-05-04 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!

Tech Tip Tuesdays
2026-05-05 07:00 - 07:15, 2026-05-12 07:00 - 07:15, 2026-05-19 07:00 - 07:15, 2026-05-26 07:00 - 07:15 (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 9 AM or 11 AM CDT.
Please register for each session you’re interested in.

May 5th: AI Client & Call Summaries
May 12th: AI Specialist Recommendations
May 19th: AI Shopper, Cross-selling & SEP Tags
May 26th: AI Plan Insights & Carrier Resources

Tech Tip Tuesdays
2026-05-05 09:00 - 09:15, 2026-05-12 09:00 - 09:15, 2026-05-19 09:00 - 09:15, 2026-05-26 09:00 - 09:15 (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 9 AM or 11 AM CDT.
Please register here for each session you’re interested in.

May 5th: AI Client & Call Summaries
May 12th: AI Specialist Recommendations
May 19th: AI Shopper, Cross-selling & SEP Tags
May 26th: AI Plan Insights & Carrier Resources

Health Agents | Cross-Selling Made Simple
2026-05-06 08:00 - 09:00 (America/Phoenix)
Register_HERE >

Join Anna Patrick and Colton Skirvin for a practical, agent-focused webinar designed to simplify cross-selling conversations. This session will walk through effective ways to educate prospective clients, identify coverage needs, and present appropriate options with confidence and efficiency. Attendees will gain actionable insights to support clearer client conversations, stronger needs-based recommendations, and a more streamlined approach to cross-selling.

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

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

WAP & Manhattan Life Spotlight
2026-05-14 11:00 - 12:00 (America/Phoenix)
Register_HERE >
Join us for a practical webinar on Manhattan Life Insurance Company and discover how to strengthen your ancillary sales with one of the largest and most flexible product portfolios in the market. During this session, we’ll cover how Manhattan Life helps agents grow revenue with competitive premiums, robust benefits, and simple underwriting, all backed by outstanding support. What you’ll learn:

Full ancillary portfolio including:
DVH (2 plan options)
Under‑65 ACA alternative
Cancer, Heart Attack & Stroke
Short‑Term Care
Home Health Care
Hospital Indemnity
Accident Plans
Individual, Family, and Group options
Easy e‑application with a secure question‑based signature method
U.S.-based customer support out of Houston, TX
International sales incentive trips for top‑producing agents and agencies

Announcing the Integrity Health Plan — built for agents like you!
2026-05-14 11:00 - 12:00 (America/Phoenix)
Register HERE >

We’re so excited to introduce the Integrity Health Plan — the first health plan in the industry designed specifically for independent, 1099 agents and advisors like you!
Why the Integrity Health Plan?
For independent agents, health insurance can be a challenge. The Integrity Health Plan changes that. It uses the power of Integrity to give you real coverage, made simple:

Exclusive to Integrity
Industry-leading health plan built for agents
Available for individual & family coverage
Preventive services are covered at 100%
Nationwide provider network
Health Savings Account eligible, with $2,500 and $5,000 deductible plans
No open enrollment periods — sign up anytime!

Join us for an exclusive agent training on everything you need to know about the Integrity Health Plan
Health Agents | Integrity Health Plan Training Webinar

Skillbuilder Series - Retirement & Succession Planning
2026-05-19 11:00 - 12:00 (America/Phoenix)
Register Now

As your business grows, it’s smart to think ahead. Especially when it comes to retirement and succession planning.
Join us for an educational webinar designed specifically for brokers who want to better understand their options and plan proactively for the future. Whether retirement is years away or closer than you think, this session will help you make informed decisions about the long‑term value and transition of your business.
During this webinar, we’ll cover:

When it makes sense to consider a transition
The different options available to transfer your book of business
Eligible product types
How valuation and the selling process work
Plus, much more

Reserve your spot today!

Supplement and Ancillary Spotlight Series
2026-05-28 11:00 - 12:00, 2026-06-04 11:00 - 12:00 (America/Phoenix)
Register_HERE >
Join Western Asset Protection and our very own Director of Supplemental Health – Julie Griffith – for a new summer webinar series designed to give you a deeper understanding of the carriers you work with — and what truly sets them apart in today’s insurance landscape.
Each week features a live co-host from one of our preferred Medicare Supplement and Ancillary carrier partners, bringing firsthand insight you won’t get from standard trainings.
This is not a basic overview.
We’re focused on what actually differentiates each carrier, including:

What makes them unique in the market
Technology and tools that support (or impact) your workflow
Service and support models — what you can really expect
Product and underwriting nuances that matter in real scenarios
Where they stand compared to others in the space
No fluff. Just clear, relevant insights.

Live Q&A — Ask What Matters Most to You!
Each session includes live Q&A, giving you the opportunity to ask direct questions and get real answers from both WAP and carrier leadership.
Reserve Your Spot
Register once and stay connected each week.
Register_HERE >
We’re excited to offer a more transparent, practical way to engage with our carrier partners and help you stay informed in a competitive market.

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

June 1 – 1:00 pm – 2:00 pm MST

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!

Host with Confidence: A Compliance Guide to Medicare Events
2026-06-03 08:00 - 09:00 (America/Phoenix)
Register_HERE >

Hosting events is one of the most powerful ways to grow your Medicare business – but doing it right requires understanding how to do so compliantly. In this session, you’ll learn how to plan and execute compliant events from start to finish, including the key distinctions between educational and sales events under CMS guidelines, what you can and cannot do at each event type, practical steps for venue selection, event setup, and managing attendance, and how to stay protected while still making a meaningful community impact.
Jayne Rothman, Chief Legal Officer, joins Anna Patrick, Vice President of Sales Enablement & Technology Adoption, to break down the compliance landscape in clear, actionable terms. Together, they’ll equip you with the knowledge and tools to host events in your area with confidence – so you can focus on connecting with beneficiaries and growing your business the right way.

Life | Setting Up Your IntegrityCONNECT Account
2026-06-08 09:00 - 10:00 (America/Phoenix)
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New to IntegrityCONNECT? We’ve got you covered!
Join us for a quick breakdown of everything you need to know to get started setting up your account.
Presenter: Casey Rhodes, Sales Technology Engagement Partner

Work Smarter: Fast Quotes, Easy Comparisons & Instant Enrollment
2026-06-08 12:00 - 13:00 (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 simple and efficient it is to:
– Capture & Leverage Client Health Information
– Compare Plans With Confidence
– Submit Applications Across Multiple Carriers
– Offer Flexible Signature Options
– Keep All Production & Client Details in One Place
Cassie Whitley
Sales Technology Engagement Partner

From Data to Deals: Unlock Growth with Leads & Market Edge
2026-06-10 08:00 - 09:00 (America/Phoenix)
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n this webinar, we’ll explore how IntegrityCONNECT Leads and Market Edge work together to help agents grow smarter, target the right opportunities, and stay compliant every step of the way.
You’ll learn how IntegrityCONNECT simplifies the lead purchasing experience by giving you access to a centralized marketplace of vetted vendors offering real-time, call, data, direct mail, and digital leads. With powerful targeting tools like geographic filters and heat maps, you can quickly find and purchase leads exactly where you want to sell, set up real-time or recurring campaigns, and seamlessly route leads into your CRM and workflows for efficient follow-up.
We’ll also show how Market Edge insights enhance your strategy by helping you pinpoint areas of opportunity through agent quoting activity and detailed Medicare demographics at the state and ZIP code level. Gain visibility into key populations—including individuals turning 65 (T65), those over age 65, and Medicare Supplement versus Medicare Advantage enrollment trends—so you can focus your efforts where they’ll have the greatest impact.
Anna Patrick
Vice President of Sales Enablement and Tech Adoption

Market with Confidence: Compliant Email & Text Strategies
2026-06-11 08:00 - 09:00 (America/Phoenix)
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Staying compliant while connecting with clients doesn’t have to slow your momentum.
Join this live IntegrityCONNECT webinar to learn how to confidently send CMS- and TCPA-aligned emails and text messages using built-in tools designed to protect your business while streamlining your outreach.
In this session, we’ll show you how IntegrityCONNECT empowers agents and agencies to:
– Send pre-approved, compliant emails and texts directly from the platform
– Automate campaigns or deliver one-time messages with ease
– Track engagement to drive smarter, compliant follow-up
– Communicate efficiently without compromising compliance or personalization
Anna Patrick
Vice President of Sales Enablement and Tech Adoption

WAP Tech Intensive - Phoenix
2026-06-11 09:30 - 16:00 (America/Phoenix) | Century Room at Cavasson – Inside Quantum Building, 18700 Hayden Rd Suite 310, Scottsdale, Arizona, 85255
Bring your device – This is an interactive, hands-on training
Lunch is provided
Registration is required to attend
Seats are limited to keep the experience focused
Save your spot. Register now.
Check-in begins at 9:30.

Where:
Century Room at Cavasson – Inside Quantum building
18700 Hayden Rd, Suite 310
Scottsdale, Arizona 85255

Registration is now Closed
