Copeland Group USA

Mastering the Concepts of Business
2026-03-24 13:00 - 14:30 (America/Los_Angeles) | Webinar
Transforming your insurance practice into a thriving business
Presented by Eric Neria with Wellcare
4 Part Workshop

IntegrityCONNECT Power Hour
2026-03-25 13:00 - 14:00 (America/Chicago) | 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!

National UHC Medicare Supplement Training
2026-03-25 14:00 - 15:00 (America/Chicago) | Webinar
Join us for an in-depth discussion on why UHC Medicare Supplements should be part of your product portfolio.
Gregg Abel, Senior National Account Manager – External Partnerships with UHC will discuss the following topics and allow time for Q&A so you can feel confident and ready to present.

AARP Med Supp overview
Why an AARP Med Supp plan
2026 Wellness Extras overview and updates
Underwriting, Eligibility, and Rating
Medicare Supplement Cash Rewards
Underwriting incentive
Agent support and tools

New Agent Training_ West Coast
2026-03-26 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.

DFW Agents_Complete Your Portfolio: Full Product Training with Manhattan Life
2026-03-31 10:00 - 11:30 (America/Chicago) | Integrity Office Building, 1445 Ross Ave FL 40, Dallas, TX, 75202, United States

In-Person Training: Complete Your Portfolio with Manhattan Life_DFW Area Agents
2026-03-31 10:00 - 11:30 (America/Chicago) | Webinar
Full product training and find out why you should complete your portfolio with Manhattan Life!

New Agent Training_DFW Texas, IL, IN, IA, KS, MO
2026-03-31 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

AI for Insurance Agents
2026-04-01 10:00 - 11:00 (America/Detroit) | Webinar
Free Training: Get Ahead with AI
-Work more efficiently
-Create 30 days of content in minutes
-Let AI think with you
-Build Systems

Talk Tuesday_Monthly Training on ACA/U65
2026-04-07 11:00 - 11:30 (America/Chicago) | Webinar
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.

Annuities: Learn More
2026-04-07 12:00 - 13:00 (America/Chicago) | Webinar
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

What's Up Wednesday Monthly Agent Training
2026-04-08 11:00 - 12:00 (America/Chicago) | Webinar
Join us for 3 Ways to Become a Celebrity in Your Community. Hosted by Copeland Sales & Marketing Director, Rob Warnock.

LTC Insurance CE Virtual Class_CA Agents
2026-04-08 11:30 - 12:30 (America/Los_Angeles) | Webinar
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 for, by whom, how care is delivered, and how to pay for this care.
Presented by Stan Israel, Long Term Specialist and VP of Stan Israel Insurance Services. Hosted by Stephanie Hughes, Copeland Sales & Marketing Director.

Join Us: ICHRA, Discover a More Flexible Alternative to Group Health Plans
2026-04-09 10:00 - 11:00 (America/Chicago) | Webinar
Virtual training:
ICHRA vs Traditional Group Health
April 9th @ 10am CST

San Antonio Agents: Molina HealthCare Training, Market Updates, & More!
2026-04-09 10:00 - 12:00 (America/Chicago) | San Antonio, TX, TX, United States
Agents, join us for Molina training, learn market updates, opportunities and more!!
Question and Answer session about their DSNP plans for 2027!!
Thursday, April 9th @ 10am

First Friday Monthly Broker Meeting
2026-04-10 09:00 - 10:00 (America/Los_Angeles) | Webinar
Our healthcare industry will continue to bring about changes both anticipated and not as it continues to stabilize long term.
Being agile, positive, proficient, and efficient with your time and resources will be key to your success! Being in the community “branding” yourself as a SME (Subject Matter Expert) is important!
Our FIRST FRIDAY Meetings are designed to keep agents and agency owners abreast of changes happening and/or anticipated as a result of legislative updates and carrier announcements.
In addition to informative industry updates, carrier announcements, marketing ideas, and technology enhancements, we will discuss the following in our April meeting:

Ways to bring “value” without costing you or your beneficiaries
How to discuss “Plan of Protection” coverage to serve more beneficiaries and earn more clients
How to increase per-client revenue compliantly
How to use Integrity tools and resources more efficiently

New Agent Training_GA, SC, NC, VA, MD, DC
2026-04-15 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, April 15th at 11am EST

Hide | Fide Deep Dive Training with Molina
2026-04-16 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

Thursday, April 16th
12:00 PM CST

Talk Tuesday: Monthly Training on ACA/U65
2026-04-21 11:00 - 11:30 (America/Chicago) | Webinar
As we move into Q2 of 2026, April presents a strong opportunity to expand our Under 65 sales footprint.
Training Schedule & Guest Speakers:
April 21 – Ambetter
Ambetter will share insights on forward-looking strategies for the remainder of 2026, along with a preview of new initiatives planned for 2027.

New Agent Training_NV, UT, CO, ID, MT, WY
2026-04-23 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

Agregue productos Dentales, de Visión y Accidentes a su Portafolio
2026-04-29 10:30 - 11:00 (America/Chicago) | Webinar
Únase a nuestra capacitación virtual de Copeland y NCD sobre productos Dentales, de Visión y de Accidentes

NCD In-Person Product Training & Info_ETX Agents
2026-04-29 12:00 - 14:00 (America/Chicago) | Copeland Insurance Group-Tyler TX Office, 5380 Old Bullard Rd, Suite 200, Tyler, TX, 75703, United States
Local In-Person Training
Wednesday, April 29th @ 12 noon
Need a Dental, Vision & Accident product to add to your portfolio to assist clients of all ages? Discover why agents choose NCD!
LUNCH WILL BE SERVED & COME MEET YOUR NEW ETX COPELAND SALES DIRECTOR, DYLAN RICHARDSON!

New Agent Training_CA, HI, WA, OR
2026-04-30 11:00 - 12:00 (America/Los_Angeles) | Webinar

What's Up Wednesday Monthly Webinar
2026-05-15 11:00 - 12:00 (America/Chicago) | Webinar
We will discuss important strategies of cross-selling!
