Copeland Group USA

First Friday Monthly Broker Meeting
2026-05-01 09:00 - 10:00 (America/Los_Angeles) | Webinar
Our FIRST FRIDAY Meetings are designed to keep agents and agency owners abreast of changes happening and/or anticipated as the result of legislative updates and carrier announcements.
In addition to informative industry updates, carrier announcements, marketing ideas, and technology enhancements, we will discuss “building trust” during our May meeting. Understanding how to maximize each encounter as an opportunity to serve and build trust is key to building relationships with community partners, medical groups, and beneficiaries.

Talk Tuesday: Monthly ACA/U65 Training & Info
2026-05-05 11:00 - 11:30 (America/Chicago)
As we move further into Q2 of 2026, May presents a strong opportunity to expand our Under 65 sales footprint. We are excited to host two sessions this month, each focused on strengthening your ACA and alternative product strategies.
We encourage all agents selling in the Under 65 market to attend and take advantage of these insights to drive stronger conversations and better close outcomes.

Integrity Tools Training_Houston Agents
2026-05-12 14:00 - 15:00 (America/Chicago)
Integrity Tool Training
Teams Meeting

What's Up Wednesday Monthly Webinar
2026-05-13 11:00 - 12:00 (America/Chicago)
We will discuss important strategies of cross-selling!

Join Us: See what the EXCITEMENT is all about!
2026-05-14 10:00 - 10:45 (America/Chicago)
We will be going over a Quick Look at Our Incredible All-In-One Platform, IntegrityCONNECT. This is exactly what you need to Grow and Retain your Book of Business!
Live Quick Demo!
Presented by Denise Reid

Talk Tuesday: Monthly ACA/U65 Training & Info
2026-05-19 11:00 - 11:30 (America/Chicago)
As we move further into Q2 of 2026, May presents a strong opportunity to expand our Under 65 sales footprint. We are excited to host two sessions this month, each focused on strengthening your ACA and alternative product strategies.
May 19 – ACA / Under‑65 Marketing Advantages for 2027

2026 is almost halfway complete — now is the time to prepare for what’s ahead
Overview of proposed ACA changes impacting the 2027 plan year
How these changes may affect underwriting, plan design, and client conversations
Key marketing advantages agents can leverage heading into 2027
Practical strategies to position yourself now for stronger growth next year

Creating Your Personalized Website_Houston Agents
2026-05-19 14:00 - 15:00 (America/Chicago)
Via Teams Meeting

New Agent Training_DC, GA, MD, NC, SC, VA
2026-05-20 11:00 - 12:00 (America/Detroit)
New Agent Training! Welcome!

Join me to learn how to navigate the platforms and learn strategies that will help grow your business and engage your members!
Wednesday, May 20th at 11am EST!

Join Us: See what the EXCITEMENT is all about
2026-05-21 10:00 - 10:45 (America/Chicago)
2nd session:
We will be going over a Quick Look at Our Incredible All-In-One Platform, IntegrityCONNECT. This is exactly what you need to Grow and Retain your Book of Business!
Live Quick Demo!
Presented by Denise Reid

New Innovative Health Plan_TX Agents
2026-05-21 10:00 - 11:00 (America/Chicago)
Agents selling under 65 health plans in Texas, join us for an informative training on this exciting new plan.

New Agent Training_NV, UT, CO, ID, MT, WY
2026-05-27 11:00 - 11:30 (America/Chicago)
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

Join Us: See what the EXCITEMENT is all about
2026-05-28 10:00 - 10:45 (America/Chicago)
3rd session:
We will be going over a Quick Look at Our Incredible All-In-One Platform, IntegrityCONNECT. This is exactly what you need to Grow and Retain your Book of Business!
Live Quick Demo!
Presented by Denise Reid

Copeland/Integrity Ancillary Overview
2026-06-03 10:00 - 11:00 (America/Chicago)
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)
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)
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)
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)
Via Microsoft Teams

What's Up Wednesday Monthly Webinar
2026-06-10 09:00 - 10:00 (America/Los_Angeles)
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)
TX agents, we will discuss fully commissioned plans and growing during the lock-in period.
Presented by Jonathan Lemus

NCD Training- Dental with a $10K Annual Max + Coverage for Implants
2026-06-12 13:00 - 14:00 (America/Detroit)
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)
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)
VIA Microsoft Teams. Contact Jasmine Pina for more information.

First Friday Monthly Broker Meeting
2026-07-10 09:00 - 10:00 (America/Los_Angeles)
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)
Learn the platform and NEW updates before AEP with Dr. Javier Bermudez.
Join Us!

Houston Agents: IntegrityCONNECT-New Features Training
2026-07-21 14:00 - 15:00 (America/Chicago)
Via TEAMS Link
Contact Deborah for information regarding the training links:
Dgonzalez@copelandgroupusa.com

Supplemental Virtual Training
2026-07-21 15:00 - 16:00 (America/Chicago)
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)
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!

Discover why you should add the NCD Accident Plan to your portfolio
2026-08-05 15:00 - 16:00 (America/Chicago)
The easiest way to increase your commission and protect and grow your current book is with an Accident Plan. With NCD Accident Plans, provide your clients the coverage they need while receiving level lifetime commissions!
Join us Wednesday, August 5th for training and to learn more!

First Friday Monthly Broker Meeting
2026-08-07 09:00 - 10:00 (America/Los_Angeles)
FIRST FRIDAY Meetings are concise and keep agents and agency owners abreast of important changes happening and/or anticipated as the result of legislative and carrier updates. Agents using AI and IntegrityCONNECT accomplish more in less time allowing them to meet more clients and grow their business. We always cover enhancements and various ways to benefit from the platform and discount programs available to you as a valued partner. Let us help you with strategies, processes and systems to build your book.

What's Up Wednesday Broker Education
2026-08-12 11:00 - 12:00 (America/Chicago)
Join us for our monthly broker training. This month is: Portfolio Review for 2027
