Past Events from December 12, 2024 – January 7 – Page 3 – Western Asset Protection

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Tips for Successful Lead Management

Register Here >   Leads purchased in LeadCENTER seamlessly flow into Integrity's MedicareCENTER and LifeCENTER platforms so you can easily connect and manage your leads. Learn how you can utilize Contact Tags and Reminders for lead management and follow-up. Free call recording, text messaging and email marketing campaigns are all built into the platform to

Legacy Safeguard Introduction

Register Here >   Legacy Safeguard® was created to help you serve client needs, helping you build momentum all year long — including after AEP. With Legacy Safeguard University you will learn how to successfully offer the Legacy Safeguard end-of-life planning service and our industry-leading solutions to everyone you serve. In this training, you will

Post AEP Game Plan to Stay Connected with Clients

Register Here >   MedicareCENTER has several built-in features to help you stay connected with your clients and increase your retention. From Ask Integrity Cross-sell Recommendations, Enrollment Thank You Email and Text Marketing Campaigns to Legacy Safeguard Memberships and PlanEnroll Profiles, there are several opportunities to stay engaged.

Event Series Agency Leadership Chat

Agency Leadership Chat

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

Integrity Tech Training: Tech Tip Tuesday

Tech Tip Tuesday: Join us every Tuesday at 9 a.m. or 11 a.m. CST (8 a.m. or 10 a.m. MST) for quick 15-minute tutorials on important tools to take advantage of inside the Integrity Technology Platform. January 7: Ways to Keep Clients Engaged Year-Round January 14: Marketing PlanEnroll Personal Agent Website to Drive Interest &