Virtual Training: TransAmerica Final Expense
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)
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 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
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 […]
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
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 […]
Aetna 2026- OEP Rules of the Road Training Facilitator: Nereyda Espinoza 10 AM - 12 PM Houston Office
Grassroats/Events Training Facilitator: Jasmine Pina 10 AM - 12 PM Houston Office
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 […]
HealthSpring Training Facilitator: Mary Clasen 10am - 12am Houston Office
Join us to learn Gerber final expense products and the agent portal for enrollment. Monday - February 23, 2026 10am - 11am (CST)