Copeland Group USA

Must-Have Tech Bundles Every Agent Must Have to Win!
2026-02-05 13:00 - 14:00 (America/Denver) | Webinar
In this session, I’ll walk through:
– The real tech stack agents need today (CRM, marketing, enrollment, follow-up)
– Why most agents overpay for tools that don’t talk to each other
– What top agencies provide vs. what agents are forced to buy on their own
– How the right systems eliminate overwhelm and increase production
1pm EST

Talk Tuesday
2026-02-10 11:00 - 11:30, 2026-02-24 11:00 - 11:30 (America/Chicago) | Webinar
Monthly Conversation on ACA and Under 65
Kick off the New year with a fresh perspective on ACA and Under 65! With carrier updates, marketing ideas and simplified technology we will discuss ways to help you build for a great 2026!

IntegrityCONNECT Power Hour
2026-02-10 13:00 - 14:00 (America/Denver) | Webinar
Copeland is excited to launch IntegrityCONNECT Power Hour, a new monthly training in partnership with Integrity for Copeland Agents! Each session includes brief training followed by a robust Q&A session where you can get your IntegrityCONNECT questions answered by experts.
With so many features now in the system, many agents use some or all to better leverage their time and resources for efficiency and scale.
And don’t forget…IntegrityCONNECT is now available in Spanish!
Don’t miss this opportunity to sharpen your skills and get expert insights on IntegrityCONNECT!
Anna Patrick, VP of Technology Adoption will be our host!
Via Teams Link
Meeting Id: 225 293 645 770 50
Passcode: [REDACTED]

Virtual Training: TransAmerica Final Expense
2026-02-11 09:00 - 10:00 (America/Denver) | Webinar
Join us for a Virtual Final Expense training with Jeremiah Tracker, TransAmerica Regional Vice President. Learn about product, quoting and enrolling a client!
Date – February 11, 2026
Time – 9am (CST)

New Agent Training_DFW Texas, IL, IN, IA, KS, MO
2026-02-12 10:00 - 11:00 (America/Denver), 2026-03-10 10:00 - 11:00 (America/Chicago) | Webinar
New Agent Welcome Meeting!
We will discuss:
-Introduction: Getting to know your Copeland Team
-Company Overview
-Contracting Process
-Copeland Agent Portal
-Integrity Connect Portal
-Personal Webpage
-Learning Center
-Your Monthly Set Meetings
10am CST

New Agent Training_NV, UT, CO, ID, MT, WY
2026-02-12 11:00 - 11:30 (America/Denver), 2026-02-26 11:00 - 11:30 (America/Chicago), 2026-03-05 11:00 - 11:30 (America/Chicago) | Webinar
Hit the Ground Running! Join us for a quick introduction into your amazing opportunity with CIG, your FMO that TRULY values you as an Agent!
We will discuss:
-Getting to know your Copeland Team
-Contracting Process
-Free access to the marketing tools
-Your All-in-one customer management & quoting system
-Your free personal consumer facing website
-Schedule your free business training session
9am PST
11am CST

IntegrityCONNECT Platform Event: Corpus Christi TX
2026-02-12 13:00 - 15:00 (America/Denver) | Corpus Christi, TX, TX, United States
Join us to learn more about our IntegrityCONNECT platform & how it may help you write 79% more apps!

-A no cost CRM, quote enroll platform with several features to increase your insurance sales.
-No cost personal website, call recording phone number, marketing features, custom client tagging, client sync….
-And much more!
1pm CST

GTL Agent Training
2026-02-12 15:00 - 16:00 (America/Denver) | Webinar
Copeland and GTL invite you to attend an informative product training and overview. GTL offers one of the most comprehensive and easy‑to‑promote Medicare Advantage Gap plans available today.
During this session, Greg Esposito, Assistant VP of Sales, will walk through how GTL solutions can be seamlessly positioned for both existing and prospective clients.
Date: February 12
Time: 3:00–4:00 PM CST

American Amicable Agent Training
2026-02-18 15:00 - 16:00 (America/Chicago) | Webinar
Join Copeland Group and Michelle Hilliker, Vice President of Sales at American Amicable, for a focused training designed to help brokers efficiently incorporate life insurance into their practice.
American Amicable is recognized for its streamlined underwriting, responsive service, and competitive pricing, making it one of the most efficient life carriers to work with in today’s market. During this session, you will gain insight into how to simplify the life insurance sales process while delivering valuable solutions to your clients.
Training highlights include:

How American Amicable’s underwriting approach reduces friction and accelerates approvals
Practical ways to position life insurance confidently and compliantly
Opportunities to increase client value and supplemental income with minimal disruption to your workflow

Gerber Final Expense Agent Training
2026-02-23 10:00 - 11:00 (America/Chicago) | Webinar
Join us to learn Gerber final expense products and the agent portal for enrollment.
Monday – February 23, 2026
10am – 11am (CST)

Aetna Agent Virtual Meeting
2026-02-24 10:00 - 11:00 (America/Chicago) | Webinar
Learn about Aetna Market updates in your market, Opportunities, and more!!
Don’t miss this opportunity to learn what Aetna has to offer in your market!!!

New Agent Boot Camp Training: Houston Area Agents
2026-02-24 10:00 - 12:00 (America/Chicago) | Copeland Houston Office, 2180 N Loop West, Ste 115, Houston, TX, 77018, United States
New Agent Boot Camp Training
Facilitator: Jasmine Pina
10 AM – 12 PM in person
2 PM – 4 PM via Teams Link

HIDE | FIDE Deep Dive Agent Training with Molina
2026-02-24 12:00 - 13:00 (America/Chicago) | Webinar
Learn how to confidently serve one of Medicare’s most vulnerable populations.
Navigating HIDE and FIDE health plans requires specialized knowledge—and brokers who understand these plans play a critical role in helping members access the care and services they need.
Join Eric Smith, Sr. Account Manager – National Medicare Distribution with Molina Healthcare, for an in-depth training designed to equip brokers with the insight and tools needed to market, enroll, and service this complex population with confidence.
What You’ll Learn:

The fundamentals of HIDE & FIDE health plans
Best practices for reviewing options and guiding enrollment
Key service considerations when working with a vulnerable population
How knowledgeable brokers can make a meaningful impact

This training is ideal for brokers who want to:

Differentiate themselves through deeper Medicare expertise
Better serve members with complex healthcare needs
Strengthen their confidence in consultative conversations

UnitedHealthOne Training and Overview Meeting
2026-02-25 09:00 - 10:00 (America/Chicago) | Webinar
Unlock New Opportunities with UHOne!
You’re invited to an exclusive broker training session designed to elevate your product knowledge, sharpen your competitive edge, and help you better support your clients in 2026 and beyond.
Join Copeland Insurance Group for an engaging and informative overview featuring Bobbi Joe Massey, National FMO Account Executive. Discover UH One’s suite of ancillary products—both underwritten and guaranteed issue—known for strong pricing, flexible solutions, and exceptional customer service.
💡 What You’ll Gain

A clear understanding of UH One’s standout product lineup
Insights to help you cross-sell effectively
Tools to boost your broker success in 2026
Direct access to expert guidance and support

✨ Don’t Miss Out!
Empower your clients. Strengthen your portfolio. Grow your business.
We look forward to seeing you on the 25th!

New Agent Training: DC, MD, NC, SC, VA
2026-02-25 11:00 - 12:00 (America/Detroit) | Webinar
Join us to learn how to navigate the platforms and learn strategies that will help grow your business and engage your members!
Wednesday, February 25th at 11am EST

New Agent Training _ West Coast
2026-02-26 11:00 - 12:00 (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.

How to Build a Package of Protection for Clients
2026-02-26 13:00 - 14:00 (America/Chicago) | Webinar
Presenting a Plan of Protection (POP) for U65 and Medicare eligible prospects and clients is the right thing to do! This sets agents up for greater retention and residual revenue offering time to grow their Book of Business year over year!
REGISTER today for a virtual training on Thursday February 26th at 1p CST presented by the Queen of the Bundle, Gaylan Hendricks. Gaylan makes it simple and shows the benefits to both your clients and your revenue. This training is beneficial to all agents! You won’t want to miss!

New Agent Training_DFW Texas, IL, IN, IA, KS, MO
2026-02-26 18:00 - 19:00 (America/Chicago) | Webinar
New Agent Welcome Meeting!
We will discuss:
-Introduction: Getting to know your Copeland Team
-Company Overview
-Contracting Process
-Copeland Agent Portal
-Integrity Connect Portal
-Personal Webpage
-Learning Center
-Your Monthly Set Meetings
6pm CST

Entrenamiento - Supplemental 101: Houston Area Agents
2026-02-27 10:00 - 12:00 (America/Chicago) | Webinar
Entrenamiento- Supplement 101
Facilitator: Jasmine Pina
10 AM – 12 PM
Via Teams Link
Meeting Id: 226 445 836 529 10
Passcode: [REDACTED]

Aetna Ancillary (CHAS) Virtual Training
2026-02-27 11:00 - 12:00 (America/Chicago) | Webinar
Looking for door openers?
Looking to create a new pipeline for leads?
Looking to make the most of your B.O.B.?
Looking to make those clients stick?
Looking to Not refer out? Round out your portfolio!
Looking for a Guaranteed Acceptance Hospital Indemnity plan?
Looking to have commissions for life and NO additional certifications?
Looking to make more money?!?
Look no further!
JOIN US with host:
Justine Sawyers
Regional Sales Manager – South
Aetna Senior Supplemental Insurance

Learn More and Grow with Solis Health Plans
2026-03-03 10:00 - 11:00 (America/Detroit) | Webinar
Florida agents, come learn how you can grow your business with their partnership with Copeland!!
Product Knowledge
Client engagement
Opportunities
Meet the Broker Managers
And More!!!!

Annuity Boot Camp 101
2026-03-04 10:00 - 13:00 (America/Chicago) | San Antonio, TX, TX, United States
Join us to learn how to market and sell annuities with Copeland Insurance Group, an Integrity Company!
Learn the simple steps to adding annuities to your portfolio with annuity carriers and our annuity back office-support.
Limited seats available, reserve yours today!
Annuities 101 Boot Camp
Lunch provided
Date – Wednesday, March 4th
Time – 10am – 1pm CST

Hide | Fide Deep Dive Training with Molina
2026-03-05 13:00 - 14:00 (America/Detroit) | Webinar
Learn how to confidently serve one of Medicare’s most vulnerable populations.
Navigating HIDE and FIDE health plans requires specialized knowledge—and brokers who understand these plans play a critical role in helping members access the care and services they need.
Join Eric Smith, Sr. Account Manager – National Medicare Distribution with Molina Healthcare, for an in-depth training designed to equip brokers with the insight and tools needed to market, enroll, and service this complex population with confidence.
What You’ll Learn:

The fundamentals of HIDE & FIDE health plans
Best practices for reviewing options and guiding enrollment
Key service considerations when working with a vulnerable population
How knowledgeable brokers can make a meaningful impact

This training is ideal for brokers who want to:

Differentiate themselves through deeper Medicare expertise
Better serve members with complex healthcare needs
Strengthen their confidence in consultative conversations

Thursday, March 5th
1:00 PM EST
12:00 PM CST

First Friday Broker Meeting
2026-03-06 09:00 - 10:00 (America/Los_Angeles) | Webinar
The healthcare landscape is changing and 2026 will bring even more headwinds as we move forward both for U65 and Medicare. Your ability to plan for success will be more important than ever! In addition to informative industry updates, carrier announcements, marketing ideas, and technology enhancements, we will discuss the following in our March meeting:

Ways to bring “value” without costing you or your beneficiaries
How to avoid top compliance mistakes triggering audits
How to increase per-client revenue responsibly
How to use Integrity tools and resources more efficiently

Friday March 6th at 9a PST/noon EST

Talk Tuesday: Monthly ACA/Under 65 Training
2026-03-10 11:00 - 11:30 (America/Chicago) | Webinar
Monthly Conversation on ACA and Under 65
Get a fresh perspective on ACA and Under 65! With carrier updates, marketing ideas and simplified technology we will discuss ways to help you build for a great 2026!

Grow Your Business with NCD
2026-03-10 14:00 - 15:00 (America/Chicago) | Webinar
Discover Why Agents Choose NCD: Dental, Vision & Accident
Houston area agents, give your clients the coverage they want and earn lifetime commissions with NCD!
Join us March 10th, 2026 at 2PM CST for a live webinar training to see how easy it is to start selling.
