Tech Tip Tuesdays
2026-02-03 08:00 - 08:30, 2026-02-03 10:00 - 10:30, 2026-02-10 08:00 - 08:30, 2026-02-10 10:00 - 10:30, 2026-02-17 08:00 - 08:30, 2026-02-17 10:00 - 10:30, 2026-02-24 08:00 - 08:30, 2026-02-24 10:00 - 10:30 (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 9 AM or 11 AM CDT.

February 3: Automate & Save on Lead Purchases
February 10: New OEP Email & Text Templates in Marketing
February 17: T-65 & Medicare Seminar Invite Mailers
February 24: Medicare Supplement Leads

CSG APP Feature Focus Training
2026-02-09 09:30 - 10:00, 2026-02-16 09:30 - 10:00, 2026-02-23 09:30 - 10:00
Register HERE >
Every Monday at 10:30 AM CDT, we have a quick webinar focusing on one part of the CSG App tool.
Please register for each session you’re interested in.

January 5: Add a Med Supp Quoting Tool to Your Website
January 12: Universal Compare Feature
January 19: CSG App for New IntegrityCONNECT Users
January 26: Fill MA Coverage Gaps with HIP
February 2: Household Discount & Rating Classes
February 9: One E-application for Multiple Carriers
February 16: CSG App for New IntegrityCONNECT Users
February 23: Market Analytics

Talk-O Tuesday
2026-02-10 11:00 - 12:00, 2026-03-10 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.

Supercharge Your Medicare Advantage Workflow: Fast Quoting, Easy Comparing, Instant Submission
2026-02-11 09:00 - 10:00
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 easy it is to:
✔ Store & Use Client Health Information
✔ Compare Plans With Confidence
✔ Submit Applications for Multiple Carriers
✔ Offer Multiple Signature Options
✔ Keep All Production & Client Details in One Place
Discover how to complete applications in the way that works best for your client. IntegrityCONNECT supports:
In‑person signatures
Voice signatures
Email signatures
Text message signatures

Cross‑Sell with Confidence: Leveraging Ask Integrity Insights to Recommend Hospital Indemnity for MA Clients
2026-02-12 09:00 - 10:00
Register HERE >
What you’ll learn
– Spot the need fast with Ask Integrity Plan Recommendations and Cross‑selling Tags to identify MA clients who could benefit from Hospital Indemnity.
– Build a perfect‑fit HI plan in the CSG APP “Fill the Gaps” tool that mirrors a client’s MA copays and potential out‑of‑pocket exposure.
– Present with clarity using Fill the Gaps’ client‑friendly visuals and explanations to boost understanding and close rates.
– Position HI compliantly and confidently as part of a holistic protection strategy that supports retention and referrals.

The Agency Leadership Chat with Paul Rose
2026-02-16 13:00 - 14:00
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!

Skillbuilder Series: Commissions - Sharpen Skills. Stay Informed.
2026-02-18 11:00 - 12:00
Register HERE >

January Skillbuilder will be presented by Nic LeClair and Damon Rose on Commission Best Practices
Western Asset Protection’s Skillbuilder Series is designed to help agents strengthen their foundation, stay informed, and grow with confidence.
These sessions are more informational than interactive, focused on practical insights, timely reminders, and real-world guidance from our experienced experts.
Join us for Skillbuilder. Register today!

Accelerate Your Sales Pipeline: Life & Health Leads
2026-02-18 13:00 - 14:00
Register HERE >

Unlock the full potential of Life and Health lead generation with a deep dive into Marketplace Leads and Realtime Call and Data Campaigns. In this session, you’ll learn how to leverage Integrity’s powerful lead ecosystem to consistently grow your book of business and connect with ready‑to‑engage consumers.
We’ll break down the different types of Life and Health leads available in the Marketplace — including internet, direct mail, and social categories — and show you how to target by geography, product type, and consumer behavior. You’ll also get an inside look at Realtime Campaigns, where leads are delivered the moment a consumer requests information, helping you maximize your “speed to lead” and increase closing potential.
Whether you’re new to lead generation or ready to scale your production, this webinar will give you the tools, techniques, and confidence to grow your business using high‑quality, compliant Life and Health leads.

Prep Smarter: Using Client Sync to Effortlessly Collect Health Details in Advance
2026-02-19 09:00 - 10:00
Register HERE >
We’ll cover:
– How to send a Client Sync invitation through Client Connect or directly from a contact record.
– Which information clients can submit, including providers, prescriptions, pharmacies, and personal details.
– How automatic syncing works and how updates instantly populate their CRM record.
– How Client Sync prepares both you and your client, making the appointment smoother and more effective.
Whether you’re working with new prospects or long-time clients, Client Sync gives you the clean, complete, and current health information you need—without the back-and-forth.

Let Your Website Work for You: Self‑Quoting & Self‑Enrollment Through PlanEnroll
2026-02-25 09:00 - 10:00
Register HERE >

You’ll learn how to:
* Share your personalized PlanEnroll URL across email, social media, business cards, and marketing campaigns
* Help consumers self‑quote and self‑enroll directly from your page for MA and PDP plans
* Understand how you receive agent attribution and credit for all consumer‑initiated enrollments completed through your site
* Use PlanEnroll’s Learning Center content to educate prospects and drive organic traffic
* Integrate your website with Client Sync so clients can update health info and sign SOAs before appointments
By the end of this session, you’ll know exactly how to turn your PlanEnroll page into a 24/7 enrollment engine—helping you expand your reach, improve consumer experience, and grow your Medicare business year‑round.

Legacy Safeguard: A Free Value‑Add That Builds Trust, Retention & Referrals
2026-02-26 10:00 - 11:00
Register HERE >

Legacy Safeguard is helping agents set more appointments, make more presentations, close more sales, and serve more people—and in this training, you’ll learn exactly how to make it part of your growth strategy.
This session will walk you through how to offer your clients a free Legacy Safeguard membership, which includes legacy planning, estate planning support, end‑of‑life planning guidance, and assistance for survivors and their loved ones. You’ll learn how to present these benefits in a way that deepens client relationships and demonstrates your long‑term commitment to their families.
We’ll also explore the tools and resources available through Legacy Safeguard University, including:
* Marketing materials
* Client presentation materials
* Enrollment materials
* Training videos & guides
* Sponsorship forms & gift certificates

Tech Tip Tuesdays
2026-03-03 07:00 - 07:15, 2026-03-10 07:00 - 07:15, 2026-03-17 07:00 - 07:15, 2026-03-24 07:00 - 07:15
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.
Agenda

March 3: New Carrier Resources
March 10: Consumer Self-Enrollments
March 17: Call Recording and AI Summaries
March 24: Realtime Call and Data Leads
March 31: Client Management with Custom Tags

Agency Leadership Summit
2026-03-05 - 2026-03-06
We’re delighted to welcome agency leaders from across the U.S.
The Summit is prepared to offer a focused, valuable experience, filled with dedicated professionals passionate about protecting and expanding their businesses in today’s increasingly complex environment.
Why Summit 2026 Matters

Effective high-value thought leadership strategies
Industry-leading speakers and real-world insights
Meaningful, curated networking with peers and decision‑makers
An immersive experience designed for serious professionals

If you’re not yet part of the WAP agency network but are interested in attending, reach out to learn more.
800-955-5390 | sales@westernassetprotection.com

Coming Soon: New Calendar & Appointment Scheduler inside IntegrityCONNECT
2026-03-19 08:00 - 09:00
Register HERE >
Get a first look at the upcoming Calendar & Appointment Scheduler inside IntegrityCONNECT—designed to help agents stay organized, save time, and connect with clients more efficiently.
In this preview session, we’ll showcase how the new Calendar experience brings appointments, reminders, and scheduling into one centralized view.
You’ll see how agents will be able to create and organize appointments by client and meeting type, and how consumers will be able to schedule appointments through their agent’s personalized website.
You will learn about integrations with other calendars.

Life Agents New to IntegrityCONNECT - Don't miss this training
2026-03-23 09:00 - 10:00
Register HERE >

IntegrityCONNECT is Integrity’s powerful technology platform that is built to help you be more successful — so you can save time, and sell more.
This webinar will be a compilation of things to know if you’re a Life Agent and new to IntegrityCONNECT. Get ready!

Skillbuilder Series - The Ancillary Advantage: Build Skills, Boost Sales
2026-03-26 11:00 - 12:00
Register_HERE >

Ancillary products aren’t just add‑ons—they’re essential tools for protecting your clients and strengthening your business. In this month’s Skill Builder, we’ll break down why offering products like Cancer, Heart Attack & Stroke, DVH, Hospital Indemnity, Short‑Term Care, and Affordable Choice can dramatically boost revenue while filling critical gaps in your clients’ coverage. Whether you’re just stepping into the ancillary space or ready to fully expand your portfolio, you’ll leave with the knowledge and confidence to get started today.

Understand why ancillary products are vital—both for client protection and long‑term income stability for agents.
Discover how adding products like:

Cancer, Heart Attack & Stroke (CHAS)
Dental, Vision & Hearing (DVH)
Hospital Indemnity (HI)
Short‑Term Care (STC) – As an LTC Alternative
Affordable Choice Plan (AFC) – ACA Alternative for Under 65
enhances your portfolio and fills major coverage gaps.

See real examples of how ancillary sales can add significant recurring revenue.
Learn simple, actionable strategies to start offering ancillary products—whether you’re dipping a toe in or diving all the way in.
Get practical tips on positioning each product, identifying client needs, and closing more comprehensive protection packages.

Register today!

New Calendar & Appointment Scheduler inside IntegrityCONNECT
2026-03-26 12:00 - 13:00
Register_HERE >

Get a first look at the upcoming Calendar & Appointment Scheduler inside IntegrityCONNECT—designed to help agents stay organized, save time, and connect with clients more efficiently.
In this preview session, we’ll showcase how the new Calendar experience brings appointments, reminders, and scheduling into one centralized view.
You’ll see how agents will be able to create and organize appointments by client and meeting type, and how consumers will be able to schedule appointments through their agent’s personalized website.
You will learn about integrations with other calendars.
