New Agent Training_Houston Area Agents
2026-05-28 10:00 - 12:00 (America/Chicago) | Copeland Houston Office, 2180 N Loop West, Ste 115, Houston, TX, 77018, United States
Copeland Houston Office: In-Person Training

Copeland/Integrity Ancillary Overview
2026-06-03 10:00 - 11:00 (America/Chicago) | Webinar
Join Us! Come learn about Integrity Medicare supplement and Ancillary proprietary carriers and products to add for your clients!!

Broker Bootcamp: Life Insurance 101
2026-06-03 14:00 - 15:00 (America/Chicago) | Webinar
With IntegrityCONNECT, adding Life Insurance to your portfolio of products is easier than you think!
Learn the basics in our upcoming Broker BOOTCAMP and we will follow up with more carrier and product specific training.
Many of you have a client base to call on and with Legacy Safeguard, the conversation can start with ease and end with obtaining referrals.
Learn how you can tap into this growing market to serve your clients and make new ones! If you want to know which carrier contracts are useful, reach out to your dedicated Sales Director.

New Agent Training_CA, HI, OR, WA
2026-06-04 11:30 - 12:30 (America/Los_Angeles) | Webinar
Join us to learn how to navigate the platforms and learn strategies that will help grow your business and engage your members.

First Friday Monthly Broker Meeting
2026-06-05 09:00 - 10:00 (America/Los_Angeles) | Webinar
FIRST FRIDAY Meetings are designed to keep agents & agency owners abreast of changes happening as the result of legislative and carrier updates.
Agents using AI and systems through IntegrityCONNECT accomplish more in less time.
During these next months (what carriers refer to as ROY- rest of year), building your pipeline of prospects and clients is critical! Let us help you with strategies, processes and systems to build your book.

Houston Area: Integrity Tool Training
2026-06-09 14:00 - 15:00 (America/Chicago) | Webinar
Via Microsoft Teams

What's Up Wednesday Monthly Webinar
2026-06-10 09:00 - 10:00 (America/Los_Angeles) | Webinar
We will discuss the top 10 steps to planning a successful 2027 AEP.

Verda Health Webinar: Grow Your Business & Maximize Commissions
2026-06-12 10:00 - 11:00 (America/Chicago) | Webinar
TX agents, we will discuss fully commissioned plans and growing during the lock-in period.
Presented by Jonathan Lemus

Houston Area: UnitedHealthcare Training
2026-06-12 10:00 - 12:00 (America/Chicago) | Copeland Houston Office, 2180 N Loop West, Ste 115, Houston, TX, 77018, United States
In-person office training

NCD Training- Dental with a $10K Annual Max + Coverage for Implants
2026-06-12 13:00 - 14:00 (America/Detroit) | Webinar
Need a Dental, Vision & Accident product to add to your portfolio to assist clients of all ages? Discover why agents choose NCD!
Give your clients the coverage they want and earn lifetime commissions with NCD. NCD helps you turn every client conversation into an opportunity—with coverage that’s easy to explain, enroll, and trust.

Top-rated reputation: 4.9-star average from over 7,000 Google Reviews and verified customer feedback via Shopper Approved
Generous dental benefits: Annual maximums from $750 up to$10,000
No major-service waiting periods: Immediate coverage for crowns, implants, and more in most states
Robust vision coverage: $50 copay for progressive lenses
Unmatched Support
Lifetime Commissions
Instant Access

Talk Tuesday: Monthly Training on ACA/U65
2026-06-16 11:00 - 11:30 (America/Chicago) | Webinar
Join us…this is NOT one to miss!
We will only have 1 Talk Tuesday for the month of June.
📅 Training Schedule and/or Guest Speakers:
June 16th – Joining us will be Sonia Porras and Carolyn Hudson from UHC ACA/IFP.
We will be discussing marketing strategy and current opportunities still available
for 2026.

Houston Area Agents: Medicare 101 Training
2026-06-16 14:00 - 15:00 (America/Chicago) | Webinar
VIA Microsoft Teams. Contact Jasmine Pina for more information.

Houston Area Agents: Training in Spanish-Medicare Academy
2026-06-17 10:00 - 12:00 (America/Chicago) | Copeland Houston Office, 2180 N Loop West, Ste 115, Houston, TX, 77018, United States
In-person training. Contact Deborah at Dgonzalez@copelandgroupusa.com for further info.

Houston Area Agents: NCD Training
2026-06-19 10:00 - 12:00 (America/Chicago) | Copeland Houston Office, 2180 N Loop West, Ste 115, Houston, TX, 77018, United States
In-person training with host Carrianne Bernatis

Houston Area Agents: SCAN Training
2026-06-26 10:00 - 12:00 (America/Chicago) | Copeland Houston Office, 2180 N Loop West, Ste 115, Houston, TX, 77018, United States
In-person training with host Mindi Beltran.

Houston Area Agents: 2027 AHIP Certification Updates
2026-06-30 10:00 - 12:00 (America/Chicago) | Copeland Houston Office, 2180 N Loop West, Ste 115, Houston, TX, 77018, United States
In-person training event.

First Friday Monthly Broker Meeting
2026-07-10 09:00 - 10:00 (America/Los_Angeles) | Webinar
Due to the holiday, our FIRST FRIDAY Meeting will be held on JULY 10th. These meetings keep agents and agency owners abreast of changes happening and/or anticipated as the result of legislative and carrier updates.
Agents using AI and systems through IntegrityCONNECT accomplish more in less time. Both agents and agency owners have everything in one platform with one SSO (single sign on) saving time (and time is money). Serving more individuals with their health and wealth needs is what we equip agents to do and all is available through IntegrityCONNECT.
During these next months (what carriers refer to as ROY- rest of year), building your pipeline of prospects and clients is critical! Let us help you with strategies, processes, and systems to build your book.

IntegrityCONNECT Training
2026-07-16 09:00 - 11:00 (America/Chicago) | Webinar
Learn the platform and NEW updates before AEP with Dr. Javier Bermudez.
Join Us!

Supplemental Virtual Training
2026-07-21 15:00 - 16:00 (America/Chicago) | Webinar
More leads is not the problem.
What if you simply could make more from the appointments you’re already running?
Every week, agents walk away from commissions they never even realize they missed.
Not because they can’t sell. Because they never bring up hospital indemnity.
That can change.
In this training, we will show you exactly how to position hospital indemnity so it feels like advice—not a sales pitch.
✅ Increase your average commission per client.
✅ Deliver more complete protection.
✅ Stand out from agents who only sell the obvious.
The biggest opportunities in this business usually aren’t hidden…
They’re simply overlooked.
Join us and learn how to stop leaving money on the table!

Learn How to Present Indemnity Products
2026-07-28 15:00 - 16:00 (America/Chicago) | Webinar
Carriers will be changing their MAPD benefits soon. This potentially leaves beneficiaries more exposed to the risk of additional costs. Learn how to compliantly present Indemnity products to your prospects and clients during the MAPD or Med Supp presentation.
We will show you:

Where and when to introduce Hospital Indemnity Products (HIP)
How to introduce HIP
The value of Hospital Indemnity
Brief Introduction of AHL and HNL

Join us on July 28th so you can walk away better serving your clients that afternoon!

New Agent Training_GA/SC/NC/VA/MD/DC
2026-08-13 11:00 - 12:00 (America/Detroit) | Webinar
Join me to learn how to navigate the platforms and learn strategies that will help grow your business and engage your members!
Thursday, August 13th at 11am EST
