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 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 […]
For CA agents: We’re excited to invite you to an exclusive Open House with Welbe, featuring their PACE (Program of All-Inclusive Care for the Elderly) model—a unique and growing solution for clients who may need a different approach to healthcare. This is a great opportunity to expand your knowledge, ask questions, and explore options for […]
Copeland Houston Office Facilitator: Jasmine Pina
Integrity Tool Training Teams Meeting
We will discuss important strategies of cross-selling!
Learn how to earn more money selling Dental, Vision, and Accident plans that your clients need and want. Join Copeland with NCD for an Exclusive Sneak Peek you won’t want to miss! Come see how adding these products can strengthen your relationships, increase retention, and boost your commissions.
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 — […]
Via Teams Meeting