Western Asset Protection

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 | 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

Supplement and Ancillary Spotlight Series
2026-06-11 11:00 - 12:00, 2026-06-18 11:00 - 12:00, 2026-06-25 11:00 - 12:00, 2026-07-02 11:00 - 12:00, 2026-07-09 11:00 - 12:00, 2026-07-16 11:00 - 12:00, 2026-07-23 11:00 - 12:00, 2026-07-30 11:00 - 12:00 and 3 more dates
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.

Health Agents | Host with Confidence: A Compliance Guide to Medicare Events
2026-06-12 09:00 - 10:00
Register to Watch;
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.

New Office Open House "Integrity Scottsdale"
2026-06-12 13:00 - 16:00 | Integrity Scottsdale (WAP Office), 14000 N Pima Road, Suite 200, Scottsdale, AZ, 85260, United States
We Invite You to Experience Our New Office
We’ve got something we’re excited to share—and we’d love to have you there.
Save the date for Friday, June 12, as we open up our new Scottsdale office and welcome our agents, carrier partners, provider groups, and friends of WAP into the space.
This isn’t a formal event. No presentations, no long agenda.
Just an open, come-and-go afternoon to:

See the new office
Meet the teams supporting your business
Get a look behind the scenes at how everything comes together
Spend some time connecting in a relaxed setting

Details:
Date: Friday, June 12, 2026
Time: 1:00 – 4:00 PM (come when you can)
Location:
Integrity Scottsdale
14000 N. Pima Rd., Suite 200, Scottsdale, AZ 85260
We’ll have light refreshments and guided tours running throughout the afternoon, RSVP required.
We’re looking forward to having you in the office and finally showing you what we’ve been building.

The Integrity Advantage: Unlock Exclusive Benefits, Big Savings & Health Coverage Built for You
2026-06-15 12:00 - 13:00
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Discover the value of Integrity. In this session, we’ll walk through the exclusive benefits and savings available to you through IntegrityCONNECT—including E&O discounts, everyday savings on brands you love, trips and restaurants, and tools designed to support your business.
Plus, get an inside look at the Integrity Health Plan—affordable, flexible health coverage built specifically for agents and their families. Join us to see how you can save more, protect what matters most, and take full advantage of everything Integrity has to offer.
Presented by: Anna Patrick, Vice President of Sales Enablement and Tech Adoption

Register today!

The Medicare Supplement Landscape: Trends, Changes & What's Ahead for Agents
2026-06-17 08:00 - 09:00
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In this session, you’ll get a comprehensive look at where the Med Supp landscape stands today and where it’s headed, including current trends and market data shaping agent opportunity, regulatory and legislative shifts agents need to watch, how carriers and plan offerings are changing in an increasingly competitive market, and practical strategies to position yourself for long-term success.
Anna Patrick, Vice President of Sales Enablement & Technology Adoption, will be joined by Hunter White, Sales President, to deliver a clear-eyed look at the Medicare Supplement market and its implications for your business.

Talk-O Tuesday
2026-07-14 11:00 - 12:00, 2026-08-11 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.

The Future of Medicare: Market Dynamics Driving Disruption
2026-07-21 11:00 - 12:00
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Details coming soon
Presented by: Gabe Isaacson, Integrity Chief Strategy Officer

WAPCON 2026
2026-09-09 08:00 - 2026-09-10 17:00 | Talking Stick Resort, 9800 E Talking Stick Way, Scottsdale, AZ, 85256, United States
Where Brokers Saddle Up for AEP and Leaders Ride In Together
Learn more about WAPCON Register NOW
WAPCON is Arizona’s premier AEP preparation conference for Medicare brokers and agency leaders who take growth seriously. Two days of strategy, training, and real conversations. Right before the season that matters most.
No fluff. No sidelines. Just the tools, insight, and partnerships you need to head into AEP prepared.

Tech Intensive — Post-WAPCON — Half-Day
2026-09-11 08:30 - 12:00 | Talking Stick Resort, 9800 E Talking Stick Way, Scottsdale, AZ, 85256, United States
This Half-Day Session is Focused on Out-of-State Partners

If you’re serious about growing your business this year, this is for you.
We’re hosting exclusive, in-person Tech Intensives built for agents who want to work faster, cleaner, and more profitably using the Integrity platform.
This is not a sit-and-listen session.
It’s a hands-on workshop where you’ll break through tech roadblocks and leave confident using the tools that drive your business.
What you’ll master:

IntegrityCONNECT® (CRM) – Run your book smarter and stay organized with this All-in-One Quote and Enroll platform
CSG + Integrated Quote & eApp – Quote fast, enroll efficiently, and cross-sell with confidence
Review the Health Wealth Engine – Your all-in-one hub for contracts, certs, compliance, and support

If you want to increase efficiency and grow revenue, this is where you start.
Important Notes:

Bring your device – This is an interactive, hands-on training
Light Breakfast is provided
Registration is required to attend
Seats are limited to keep the experience focused
Save your spot. Register now.
Check-in begins at 8:30.

Where:
Talking Stick Resort
Lower Floor. Breakout Rooms.
9800 E Talking Stick Way Scottsdale, AZ 85256
