Western Asset Protection

Medicare Academy - Phoenix, AZ
2024-05-09 09:00 - 16:00 (America/Phoenix)
Click here to register >

If you’re new to Western Asset Protection, this 1-Day Immersive Workshop is for you!
Already attended in the past? New, updated content added. You don’t want to miss it. Get a refresher on business-building strategies from our Sales Team.

Take a deep dive into all things Medicare, ancillary insurance, systems and structure for success, 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
Full 2024 updates on the State of Medicare
Learn sales techniques to diversify your portfolio

We hope to see you there!
Registration begins a 8 AM.

Medicare Academy - Phoenix, AZ
2024-05-09 09:00 - 16:00
Save the Date
Registration Opening Soon!
Reasons to attend:
-If you’re new to Western Asset Protection, this 1-Day Immersive Workshop is for you!
–If you’ve been to a Medicare Academy Workshop in the past, we encourage you to come back. Get a refresher on business-building strategies from our Sales Leadership Team.

Take a deep dive into all things Medicare, ancillary insurance, systems and structure for success, 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
Full 2024 updates on the State of Medicare
Learn sales techniques to diversify your portfolio

We hope to see you there!

Agency Leadership Chat
2024-05-06 13:00 - 14:00, 2024-03-25 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!

Medicare Academy – Chicago, IL
2024-05-02 09:00 - 16:00

Devoted New Broker Orientation- AZ Market (Phoenix)
2024-05-02 09:00 - 11:00
Reserve your spot – Register HERE >

Get ready to kick-start your career in the Arizona market as a broker at our in-person “New Broker Orientation- AZ Market (Phoenix)
Join us for an exciting in-person event, the New Broker Orientation- AZ Market (Phoenix). This event is designed specifically for brokers who want to stay ahead in the ever-evolving Medicare insurance industry. Whether you’re a seasoned broker or just starting out, this event will provide you with valuable knowledge and strategies to enhance your success in the AZ market.
Devoted Health Office, 16435 North Scottsdale Road Ste 285 Scottsdale, AZ 85254
Agenda:

New Broker Orientation
Welcome and Introductions
Why Devoted?
Devoted Footprint/Landscape
2024 Plan Benefit Review
Chronic Special Needs Plans (CSNP)
Tools and Resource Overview
What’s Next/Next Steps
Q&A

Register today!

Better Protect Clients by Recognizing Cross-sell Opportunities
2024-04-30 10:00 - 11:00
Register HERE >

Better Protect Clients by Recognizing Cross-sell Opportunities –
Integrity offers agents valuable insights into their clients’ Medicare coverage gaps, along with suggestions for ancillary products that can be cross-sold to them. By using our additional quoting and cross-selling tools, you can enhance your selling potential and make the most of every opportunity. To help you develop effective sales strategies, we are joined by Gaylan Hendricks, the Queen of the Bundle.

Connect with More Consumers through Warm Call Transfers
2024-04-29 13:00 - 14:00
Register HERE >

Connect with More Consumers through Warm Call Transfers –
Are you looking for a way to expand your customer base and increase your sales? Try LeadCENTER’s real-time call campaigns! Personalize your engagement with potential customers to build trust and establish long-term relationships. Our platform helps you stay compliant and track leads by recording, storing, and summarizing calls.

Lead Management Success for Workflow Efficiency
2024-04-26 10:00 - 11:00
Register HERE >

Lead Management Success for Workflow Efficiency –
Integrity’s tools for managing contacts and leads can enhance your workflow, boost productivity, and optimize profitability for your business.

Medicare Academy - Tucson, AZ
2024-04-25 09:00 - 17:00

WAP Tech Series
2024-04-19 10:00 - 11:00
Register for the Series HERE >

WAPTech Training Series:

Elevate Your Business with Technology
Enhance success & efficiency:
WAP tech resources for Medicare agents

Would you like to simplify your work process?

Look no further! Our free tech resources are designed for our WAP agents who are eager to stay ahead of the competition. With the latest tools and technologies at your fingertips, you’ll be able to serve your clients better and faster than ever before.
Learn and navigate our Suite of Tools with our informative training series to streamline your business.

Register NOW

Skillbuilder - Expanding Your Portfolio - David Wessling
2024-04-18 11:00 - 11:30
Register HERE >

Join David Wessling in this short 30-minute presentation on expanding your portfolio.
See you there!

Help Your Clients Leave a Lasting Legacy
2024-04-18 10:00 - 11:00
Register HERE >

Help Your Clients Leave a Lasting Legacy –
Provide your clients with a free Legacy Safeguard membership, which includes legacy planning, estate planning support, end-of-life planning, guidance, assistance, and support for survivors and their loved ones.

Medicare Academy - Albuquerque, NM
2024-04-18 09:00 - 16:00
Click here to register >

If you’re new to Western Asset Protection, this 1-Day Immersive Workshop is for you!
Already attended in the past? New, updated content added. You don’t want to miss it. Get a refresher on business-building strategies from our Sales Team.

Take a deep dive into all things Medicare, ancillary insurance, systems and structure for success, 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
Full 2024 updates on the State of Medicare
Learn sales techniques to diversify your portfolio

We hope to see you there!

Improve Your Online Presence with Consumer Quoting
2024-04-17 11:00 - 12:00
Register HERE >

Improve Your Online Presence with Consumer Quoting –
Integrity’s PlanEnroll Personal Agent Website is designed for Health and Life insurance agents to educate clients about their insurance options and generate quotes. The website can be shared on social media and email marketing campaigns to reach potential clients.

Integrity Plan Enroll Training
2024-04-17 11:00 - 12:00

Medicare Academy - Las Cruces, NM
2024-04-16 09:00 - 16:00

Save on Leads with Higher Conversation Rates
2024-04-15 10:00 - 11:00
Register HERE >
Save on Leads with Higher Conversation Rates –
Lead Scoring assesses the quality and potential conversion likelihood of leads, allowing agents to prioritize their efforts. Receive these high-quality leads on a schedule with a built-in discount!

Medicare Academy - Las Vegas, NV
2024-04-12 09:00 - 16:00

Talk-O Tuesday - WAPs Informative Monthly Webinar
2024-04-09 11:00 - 12:00
Register HERE >

Talk-O Tuesday with WAP
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.
The WAP Team provides relevant, industry-related information you need to know now.
Bring your questions and your ideas and be part of the conversation. We can’t wait to see you there.

WAPTech Training Series - Leverage WAP's Free Tech Resources
2024-04-05 10:00 - 10:45, 2024-03-22 10:00 - 10:45
Register HERE >

Are you looking to streamline your workflow?
Look no further! Our free tech resources are designed exclusively for agents like you who are eager to stay ahead of the competition. With the latest tools and technologies at your fingertips, you’ll be able to serve your clients better and faster than ever before.
Why Attend?

Get Up to Speed: Quickly familiarize yourself with our cutting-edge tools and platforms, including Medicare Engine, Integrity for Agents (Formerly MedicareCENTER), CSG, LeadCenter, and MedicareAPP
Advance Techniques: Learn advanced strategies to maximize your business operations and client satisfaction.
Exclusive Insights: Gain access to the latest features and updates in our technology suite.

Join us every Friday at 10 AM! Register today.

Devoted New Broker Orientation- AZ Market (Phoenix)
2024-04-04 09:00 - 11:00 | Devoted Office, 16435 N Scottsdale RD STE 285, Scottsdale, AZ, 85254, United States

Integrity PlanEnroll's 2024 Age-In campaign
2024-04-03 12:00 - 13:00
Register HERE >
Gain Access to Exclusive T65 Medicare Leads –
PlanEnroll’s 2024 Age-In campaign is now live and makes connecting to new clients easy! Gain access to more people turning 65, who need help with Medicare enrollment, by joining the PlanEnroll Agent Network.

Rate Adjustments, Loss Ratios and Household Discount
2024-04-03 09:00 - 10:00
Register HERE >
Rate Adjustments, Loss Ratios and Household Discounts –
Get detailed Medicare Supplement quotes with the CSG App. Compare premiums, rating classes, age increases, policy fees, and underwriting across carriers and plans.

Integrity CSG APP | New User Training
2024-04-03 09:00 - 10:00
Register HERE >
CSG APP | New User Training –
Learn how the CSG APP can be used alongside the Integrity Technology Suite to quote Medicare Supplement and ancillary products. Learn about CSG’s resources and tools to help you better understand the Medicare market.

Agency Leadership Summit
2024-04-03 08:00 - 2024-04-04 17:00 | Marriott Phoenix Airport, 1101 North 44th Street, Phoenix, AZ, 85008
Save the Date
By Invitation Only
If you are an Agency Leader interested in attending this event, please reach out to our Sales Team at sales@westernassetprotection.com.

Location: Phoenix Airport Marriott, 1101 N 44th St, Phoenix, AZ 85008

This year the Agency Leadership Summit will focus on workshops for you to walk away with agency-building strategies, valuable market data, and recommended ways to manage industry challenges to improve consumer experiences. Additional highlights include:

Carrier & Peer Networking Opportunities
Portfolio Diversification Options
Compliance Updates
Innovations in Technology

Integrity Technology Overview
2024-04-02 09:00 - 10:00
Register HERE >
Getting Started with Integrity Technology –
Discover how Integrity’s full suite of technology solutions work together to help agents more efficiently manage and grow their client base.

AZ Wellcare Trainings: Dual and Chronic Training
2024-03-27 10:00 - 10:30
Click to join at the scheduled time >

Gain a better understanding of The American Legion partnership

Dual and Chronic Training

Aetna Think Agent Training/Part 2
2024-03-27 09:00 - 10:00
Click here to join the meeting

Topic: Think Agent Training/ Part 2

Time: 9:00 a.m. – 10:00 a.m. Arizona Time
Presenter: Anthony Scragg/Amy Post
Mode: Virtual/Teams
