CSG APP – Feature Focus Training
2025-05-05 08:00 - 08:15, 2025-05-12 08:00 - 08:15, 2025-05-19 08:00 - 08:15, 2025-05-26 08:00 - 08:15, 2025-06-02 08:00 - 08:15, 2025-06-09 08:00 - 08:15, 2025-06-16 08:00 - 08:15 (America/Phoenix)
Click here to view weekly topics and register for specific feature training.

Join us every Monday at 8 a.m. MST in July for a quick 15-minute feature focus training designed to provide helpful tips when using CSG. Each week, we will build on a quoting feature.
Focus on the quoting feature that week and by the end of the month, you will be an expert in CSG.

Agency Leadership Chat
2025-05-05 13:00 - 14:00, 2025-06-02 13:00 - 14:00
The Agency Leadership Chat is exclusively created to tackle urgent issues and assist in boosting the growth of your agency.
Interested in attending? Let us know. Email Sherri Johnson at support@westernassetprotection.com.
Join us for this exclusive thought-leadership monthly discussion with Paul Rose, Steven Smith, and David Wessling. Gain valuable insights and proven strategies to grow your agency.
Don’t miss this great conversation!
Register today!

Devoted New Broker Orientation - Phoenix, Arizona
2025-05-08 09:00 - 11:00 | CenterWell Senior Primary Care, 833 North Dobson Road #Suite 103, Mesa, 85201, United States
Register HERE >

Join Devoted for an in-depth session on all things Devoted Health, tailored to empower you with the knowledge and tools to thrive in Arizona. Topics include:
– Who we are
– Introduction to local team
– Overview of member and broker tools and resources
– 2025 Plan Benefits in Arizona
– Agent Development Opportunities

Location – CenterWell Senior Primary Care (Alhambra), 702 West Camelback Road, Phoenix, AZ 85013

Devoted New Broker Orientation- Tucson, Arizona
2025-05-08 10:00 - 12:00 | Suvida Healthcare, 3728 South 16th Avenue, Tucson, AZ, 85713, United States
Register HERE >

Discover all things Devoted Health during this in-depth session designed to equip you with the knowledge and tools to succeed with Devoted in Arizona. Topics include:

Meet your local team
Who we are and what sets us apart.
Tools and resources to support agents and members including agent portal, marketing portal and member portal.
A deep dive into our 2025 plan benefits in Arizona including how members use benefits
Exciting opportunities for additional in-person agent development with your broker manager team.

Special thanks to our provider partner, Suvida, for generously offering their location as a meeting space! In addition to hosting, Suvida will provide a short presentation and a tour of their facility following the orientation. We’re grateful for their partnership and excited to showcase their incredible work!
Don’t miss this opportunity to connect, learn, and grow with Devoted Health!
Location: Suvida Healthcare, 3728 South 16th Avenue, Tucson, AZ 85713

Medicare Business Accelerator (MBA) Workshop - Las Vegas
2025-05-09 10:00 - 15:30
Registration is open for the Medicare Business Accelerator (MBA), formerly Medicare Academy!
Reserve your seat HERE for MBA >
PROMO CODE:
Please check with your Agency first for a Promo Code. Or, use Promo Code “IGNITE”.
Learn more about the Medicare Academy MBA

Don’t miss this 1-Day Value-Packed Workshop!
Reasons to attend:
If you’re new to Western Asset Protection, this 1-Day Immersive Workshop is for you!
If you’ve attended a Medicare Academy Workshop in the past, we encourage you to come again. Our Sales Leadership Team will refresh you on business-building strategies.

Take a deep dive into Medicare, ancillary insurance, systems, and structure for success, as well as sales tips and proven business development strategies.
Enhance your skills and increase your earning potential.
Learn how to increase referrals and develop techniques that keep YOU front and center with prospects and clients!
Uncover new business from your existing clients
Increase customer retention
2025 updates on the State of Medicare
Learn sales techniques to diversify your portfolio

We hope to see you there!

Mastering the Mystery of Med Supps - Session 1 of 3
2025-05-13 10:00 - 11:00
Register Here >

Are you new to Medicare Supplements?

Discover why 1 in 3 clients are embracing these plans.
Unlock the potential of this series and boost your understanding of Medicare Supplements.
Learn why these plans are essential for optimal coverage and peace of mind.

Join us as we explore the extraordinary benefits of Medicare Supplements for your clients.

Medicare Business Accelerator (MBA) Workshop - McAllen/Rio Grande, TX
2025-05-13 10:00 - 15:30

Talk-O Tuesday - Join us for valuable insights and industry trends
2025-05-13 11:00 - 12:00
Subject: Join Us for Talk-O Tuesday!

Greetings, Agents and Agency Partners,
We invite you to our upcoming Talk-O Tuesday, the fastest hour in Medicare!
This monthly discussion is essential for agents like you. It offers valuable insights and updates on important industry trends. Don’t miss this opportunity to stay informed and enhance your knowledge.
Register today!

Supplemental Sales Strategies
2025-05-14 11:00 - 12:00
Register HERE >
Join us to discover the importance of having Supplemental Health Products in your portfolio.
We will discuss how to enhance client care, protect your business, and potentially earn an additional $150,000 in first-year revenue with a few simple products.

Unlock New Revenue: Explore Supplemental Sales Strategies
2025-05-14 11:00 - 12:00, 2025-06-11 11:00 - 12:00
Register HERE >
Supplemental Sales Strategies
What if you could earn an additional $100K this year while better protecting your clients? Join our informative session to explore the benefits of adding Medicare Supplements and ancillary health products to your portfolio.

We’ll highlight key products and provide tools for successfully bundling them for your clients. Understand why Supplemental Health Products are essential for better care, protecting your business, and boosting your first-year revenue with simple offerings.

Medicare Business Accelerator (MBA) Workshop - Houston, TX
2025-05-16 10:00 - 15:30

Medicare Business Accelerator (MBA) Workshop - Dallas/Fort Worth, TX
2025-05-20 10:00 - 15:30

WAP In-Person Tech Intensive Training
2025-05-23 10:00 - 16:00
Register Here >
We’re hosting three in-person Tech Intensives designed to help brokers like you master the tools that streamline operations, boost productivity, and support real growth.
This full-day, hands-on session will teach you how to work smarter, stay compliant, and optimize your workflow, from onboarding and certifications to quoting and enrollments.
Don’t live in Greater Phoenix?
Many brokers are taking proactive steps by traveling to participate in our immersive and focused training sessions, and we don’t want you to miss this invaluable opportunity. Take a moment to register for a date that aligns with your schedule. If you’re attending WAPCON, we highly recommend securing your spot for the September 10th training to maximize the value of your experience.
We look forward to seeing you there and helping you elevate your tech skills!

Medicare Business Accelerator (MBA) Workshop - Chicago, IL
2025-05-28 10:00 - 15:30

Medicare Business Accelerator (MBA) Workshop - Downers Grove, IL
2025-05-29 10:00 - 15:30

Medicare Business Accelerator (MBA) Workshop - Waipahu (Oahu), HI
2025-06-04 10:00 - 15:30

Talk-O Tuesday
2025-06-10 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 updated on market trends!

We look forward to seeing you there.

Skillbuilder: Explore Supplemental Sales Strategies
2025-06-11 11:00 - 12:00
Register HERE >
Unlock New Revenue: Explore Supplemental Sales Strategies
With Julie Ruttinger Griffith

What if you could earn an additional $150K this year while better protecting your clients? Join our informative session to explore the benefits of adding Medicare Supplements and ancillary health products to your portfolio.
We’ll highlight key products and provide tools to help you successfully bundle them for your clients.

Centerwell Indoor Broker Pickleball Event - Glendale
2025-06-11 13:00 - 15:00 | Center Court Pickelball Club, 5960 W Bell Rd
Join us at Center Court in Glendale to play some PICKLEBALL! Lunch Provided!

This broker-facing event will allow you to learn more about CenterWell and get to know our team.
Please wear COMFORTABLE clothes and shoes so you can play with us.
Paddles and balls will be provided, but feel free to bring your own.
Lunch, snacks, and drinks will be provided for everybody.
Our carrier partners will have tables, so come ready with questions.

RSVP by calling Denise at 480-255-7843 or Bethany at 602-754-8035 to reserve your spot!
Spots are limited, so RSVP by 6/6/25
We can’t wait to see you there!

Devoted New Broker Orientation- Phoenix, Arizona
2025-06-12 09:00 - 11:00 | Village Medical Corporate Office, 3003 North Central Avenue 12th Floor, Phoenix, AZ, 85012, United States
Register HERE >

Discover all things Devoted Health during this in-depth session designed to equip you with the knowledge and tools to succeed with Devoted in Arizona. Topics include:

Meet your local team
Who we are and what sets us apart.
Tools and resources to support agents and members including agent portal, marketing portal and member portal.
A deep dive into our 2025 plan benefits in Arizona including how members use benefits
Exciting opportunities for additional in-person agent development with your broker manager team.

Special thanks to our provider partner, Village medical, for generously offering their location as a meeting space! In addition to hosting, Village Medical will provide a short presentation and a tour of their office following the orientation. We’re grateful for their partnership and excited to showcase their incredible work!
Don’t miss this opportunity to connect, learn, and grow with Devoted Health!

Location – Village Medical Corporate Office, 3003 North Central Avenue 12th Floor, Phoenix, AZ 85012

Devoted New Broker Orientation- Tucson, Arizona
2025-06-12 10:00 - 12:00 | Archwell Ft. Lowell, 1740 E Fort Lowell Rd , Ste 100, Tucson, AZ, 85719, United States
Register HERE >

Discover all things Devoted Health during this in-depth session designed to equip you with the knowledge and tools to succeed with Devoted in Arizona. Topics include:

Meet your local team
Who we are and what sets us apart.
Tools and resources to support agents and members including agent portal, marketing portal and member portal.
A deep dive into our 2025 plan benefits in Arizona including how members use benefits
Exciting opportunities for additional in-person agent development with your broker manager team.

Special thanks to our provider partner, Archwell Health, for generously offering their location as a meeting space! In addition to hosting, Archwell will provide a short presentation and a tour of their facility following the orientation. We’re grateful for their partnership and excited to showcase their incredible work!
Don’t miss this opportunity to connect, learn, and grow with Devoted Health!
Location: ArchWell Health, 1740 East Fort Lowell Road #STE 100, Tucson, AZ 85719

Get to Know Western Asset Protection
2025-06-17 11:00 - 12:00
Register Here >

MBA Attendees! You’re invited to attend WAP’s Introduction & Next Steps.
All are welcome to join.
On this 45-minute Zoom webinar, we will cover:

Who is Western Asset Protection
The Medicare opportunity
How we support our agents in becoming champions in this industry, and more!
30-minute presentation with 15 minutes for questions at the end.

We look forward to meeting you virtually!
