Events

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

Free Training: Get Ahead with AI -Work more efficiently -Create 30 days of content in minutes -Let AI think with you -Build Systems

As we move into Q2 of 2026, April presents a strong opportunity to expand our Under 65 sales footprint. Training Schedule & Guest Speakers: April 7 – Presidio Presidio will walk through one of the most comprehensive and easy-to-explain alternatives to ACA, ideal for clients seeking flexible options. Currently available in Texas, with expansion plans underway.

Come join us virtually to learn more about how to add Annuities to your portfolio! This is another chance to learn from the Annuity experts on prospecting, fact finding, and back-office support. Tuesday, April 7th @ 12pm CST

Join us for 3 Ways to Become a Celebrity in Your Community. Hosted by Copeland Sales & Marketing Director, Rob Warnock.

LTCI Class for Copeland Agents! This one hour CE course will cover LTC Insurance through the lens of the Healthcare Delivery system: -Which medical plans cover which services. -How this works for Medicare and Medi-Cal. -We touch on Veteran’s Benefits a bit. -We discuss what Long Term Care actually covers and where people are cared […]

Virtual training: ICHRA vs Traditional Group Health April 9th @ 10am CST