WAPTech IN PERSON Training - Elevate your Expertise - Western Asset Protection
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WAPTech IN PERSON Training – Elevate your Expertise

August 6 @ 9:30 am - 1:00 pm

Register HERE > marketing@westernassetprotection.com

Tell us which date you’re attending and you’re in!

 

  • Tuesday, August 6, 2024 | 9:30 AM – 1:00 PM
    *Aetna Office Training Room*
    9501 E. Shea Blvd., Scottsdale, AZ 85260

Get ready to supercharge your skills and stay ahead in the game!

You’re invited to our exclusive in-person technology training sessions designed to empower you with the latest tools and insights and keep you competitive.

Don’t forget to bring your laptops!

We’ll dive into these key tools:

  • Health Wealth Engine: Get a quick, comprehensive look at this powerful tool transforming broker business.
  • Integrity For Agents: Master the essentials! Learn everything from contact management and basic CRM functionalities to call recording, scope of appointments, and quoting and enrolling for final expense, MAPD, and PDP. This session is filled with practical tips to improve your workflow and client services.
  • PlanEnroll/Personal Agent Website (PAW): Explore how to maximize your Personal Agent Website, including how clients can set up their own portal login for easier engagement and information access.
  • CSG APP: Unleash the full potential of the CSG APP! Discover how to quote Medicare Supplement and hospital indemnity plans more efficiently, offering your clients better and more competitive options.

Register Today!

 

Details

Date:
August 6
Time:
9:30 am - 1:00 pm
Event Category:
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We do not offer every plan available in your area. Currently, we represent 37 organizations that offer 1,855 products nationally.  Please contact Medicare.gov, 1‐800‐ MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Final expense life insurance can be used by the beneficiary designated as needed rather than being limited to specific funeral services and providers. Final expense life policies will have a lower face value than most traditional term or whole life policies as they are intended for a specific purpose of covering those final costs rather than providing comprehensive support for surviving family members. This type of policy generally doesn’t require a medical exam, but premiums will be higher the older you are, and some benefit payouts may be limited during the first few years of coverage for those with significant health issues. Reducing or skipping premium payments will impact the amount of interest paid and may impact how long the policy lasts. Accessing the cash value of a policy will reduce the available cash surrender value and the death benefit. Policy guarantees are based upon the claims-paying ability of the issuing life insurance company.

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