Webinars & Events
Stay ahead of industry changes with live, practical training built for insurance brokers. Join Warner Pacific for in‑person events, Warner Pacific–hosted webinars, and carrier‑led sessions that dive into real-world market updates, compliance changes, and hands-on demos of our proprietary technology tools. Each event is designed to help you better serve your clients, deepen your knowledge base, and grow your business with confidence.
Stay up to date on the latest training with Medicare Supplement and ancillary products.
Our outstanding partner, Aflac, will be presenting on February 10. Hear from Sherry Patterson, Partner & Onboarding Manager at Aflac.
This webinar features Rory Gregg, Regional Sales Manager - Senior Product Sales, from Allstate Health Solutions.
Don't miss out on these virtual training sessions, hosted by our very own Scott Morgan for Texas and Oklahoma, and Shauna Broadus for Colorado.
Stay up to date on the latest training with Medicare Supplement and ancillary products.
Our outstanding partner, Ameritas, presented on February 25. Hear from Chad Knies, Regional Managing Director at Ameritas
Welcome to March Madness! Things are heating up, as 2025 is well underway. We are continuing our series of Medicare and ancillary product trainings for our amazing broker partners in Colorado, Oklahoma and Texas.
Don't miss out on these virtual training sessions, hosted by our very own Shauna Broadus (Colorado) and Scott Morgan (Texas and Oklahoma).
Missed our exclusive Medicare webinar with Humana? Don't worry—you can still catch all the valuable insights and product details from our latest session. Whether you're a broker in Colorado or Texas, this webinar will keep you up-to-date with the latest offerings from Humana.
Register now to join our next CarelonRx Connects webinar on March 19 at 2:00pm, ET.
Mona Mahmoud, Executive Director of Public Policy and Issues Management, will present the 2026 legislative and regulatory forecast and discuss the healthcare and PBM issues we expect lawmakers and regulators to focus on in 2026.
You'll hear expert insights on:
- Developments in Washington, including the Congressional package, tariffs, and updates on TrumpRx.
- Market implications that matter for employers and their members.
- Policy pressures that will define PBM performance and accountability in 2026.
A key product in every broker's portfolio is hospital indemnity insurance. These plans help manage out-of-pocket costs for clients on hospitalizations and other medical services.
These products can also help you build your book of Medicare business through higher retention rates and provide additional commission.
And now, Warner Pacific has partnered with a carrier that has one of the hottest hospital indemnity plans on the market: Guarantee Trust Life (GTL).
As you know, we've recently expanded our relationship with Aetna into Colorado's large group market.
Starting July 1, any of your groups with 101 - 300 employees can access fully insured and Aetna Funding Advantage (AFA) level funded plans!
We'll discuss fully insured and level funded solutions, as well as how Warner Pacific can assist with our expertise and services.
April is all about ancillary for Warner Pacific! You're invited every Tuesday of the month, same time, for a new event in this series showcasing our ancillary carrier partners.
Featuring:
Week 1 - April 2:
Principal, Delta, Companion Life, Sun Life, Beam
April is all about ancillary for Warner Pacific! You're invited every Tuesday of the month, same time, for a new event in this series showcasing our ancillary carrier partners.
Featuring:
Week 2 - April 9:
MetLife, Ameritas, The Hartford, Aetna, Anthem, EyeMed
April is all about ancillary for Warner Pacific! You're invited every Tuesday of the month, same time, for a new event in this series showcasing our ancillary carrier partners.
Week 3 - April 16:
Lincoln, Mutual of Omaha, Standard, Equitable, United Concordia, Cigna
April is all about ancillary for Warner Pacific! You're invited every Tuesday of the month, same time, for a new event in this series showcasing our ancillary carrier partners.
Week 4 - April 23:
Unum, Humana, UnitedHealthcare, Aflac, Colonial Life, Morgan White
Janet Trautwein shares insights on recent legislative changes impacting telemedicine and health savings accounts. She highlights the reinstatement of telemedicine benefits and direct primary care options, while addressing challenges in the individual market, including income verification and premium tax credits. The discussion covers Medicaid enrollment issues, premium increases, and the importance of accurate tax credit qualifications, along with upcoming webinars for brokers.
Recorded on: 1/12/2022
In this webinar, special guest Janet Trautwein provides answers to important questions on the new broker compensation disclosure rule.
Trautwein is CEO of the National Association of Health Underwriters (NAHU).
As you may know, Paid Family Medical Leave (PFML) has been an important topic in Colorado. That's why are introducing you to ShelterPoint. They offer competitive PFML coverage and great resources for Colorado employers and their employees and also provide coverage down to two lives and deliver smooth service on claims.
Let Warner Pacific help transition your Cigna + Oscar clients before the carrier exits the market. To avoid disruption, you can act now rather than wait until your clients' renewal date.
With a busy Q5 approaching, we're here to help you prepare for it and thrive!
Attached is the PowerPoint presentation where our partners provide updates for the Small Group and Level Funded segments.
We also show how Warner Pacific can assist you during Q5.
Hear directly from:
- 39North
- Aetna
- Angle
- Anthem
- Cigna
- Gravie
- Kaiser
You now have more ancillary options for your clients! That's because our carrier partner, Humana, has new Short-Term Disability (STD) and Long-Term Disability (LTD) products on the market.
Consider adding Devoted Health to your Medicare sales portfolio for so many reasons, including:
- The fastest-growing Medicare Advantage plan in the U.S.
- Plans rated 4.5 stars in Texas (and 94% of plan members nationally are in plans rated 4 stars and higher!)
- Member satisfaction 6x the industry average
- Variety of plan options (including HMO, PPO, MA only, giveback, C-SNP and D-SNP)
Surest is the fastest-growing employer-sponsored health plan at UnitedHealthcare — and worth getting to know.
There's no deductible, no cost-shifting. Instead, Surest is a copay-only plan where members shop and compare care before making an appointment. That transparency makes all the difference.
The Surest level funded health plan is now available for small group with five or more employees beginning on 5/1.
Warner Pacific recently discussed a deadline for health insurers and employers that maintain group health plans.
By December 27, health insurers and employer-based health plans required to report prescription drug and medical spending to the federal government.
Attorney Marilyn Monahan, owner of Monahan Law Office, provides guidance on this important topic. Marilyn also be covers other significant legislative updates.
By including a DPC option in a benefit program, employers may give employees and dependents increased access to primary and urgent care services, from the same provider at no cost, and may provide access to no-cost or low-cost basic labs and prescription drugs. Join us as we discuss the benefits and key challenges of DPC.
Warner Pacific has your direct connection for adding Physicians Mutual to your Medicare sales portfolio!
Join our Medicare/IFP Sales Executive, Scott Morgan, as we welcome Physicians Mutual sales director Trevor Braun for a review of their portfolio lineup for Oklahoma. We will also discuss how simple it is to get contracted and rolling with them.
Warner Pacific has your direct connection for adding Physicians Mutual to your Medicare sales portfolio!
Join our Medicare/IFP Sales Executive, Scott Morgan, as we welcome Physicians Mutual sales director Trevor Braun for a review of their portfolio lineup for Texas. We will also discuss how simple it is to get contracted and rolling with them.
Now's the perfect time to offer your clients creative ancillary solutions. Here's why: Companion Life recently entered the California market and is offering unique products that can meet your clients' needs.
Though new to California, Companion Life has deep expertise and experience — with more than 50 years in the industry.
If you're selling Medicare, InnovAge presents new opportunities for your clients:
- InnovAge can help you win back the time you've been spending to service your D-SNP clients
- InnovAge presents a new opportunity for you if you sell D-SNPs or represent value-based care providers
- Why PACE is a more comprehensive alternative to D-SNPs and value-based care providers
- How InnovAge competitively compensates you for referring your clients (they do all the heavy lifting)
- And more!
Discover how Wellabe's Medicare Supplement solutions can help bring growth to your business this season.
You'll learn how Wellabe offers flexibility, predictability, and added value to support your clients.
Warner Pacific hosted a virtual rollout for UnitedHealthcare Individual/Family ACA plans!
Our very own Scott Morgan and UHC IFP Agency Manager, Sonia Porras, discussed UnitedHealthcare's 2025 Texas plans.
In this session, we will include:
- UHC's IFP national footprint expansion
- Texas county footprint
- Plan design
- Network changes
- Enhancements to the member and broker experiences
- And more!
We know brokers like you are always looking for ways to save time and deliver high-quality materials to clients — and we've got something that will make your life way easier!
Janet Trautwein shares insights on compliance and government affairs, focusing on recent election results and their implications for healthcare policy. Key topics include President-elect Trump's plans for in vitro fertilization, Medicaid funding changes, and the Republican preference for Medicare Advantage.
A key product for your Medicare clients—Boost Your Sales with Guarantee Trust Life (GTL)
Explore "A Vision Plan for Everyone," a partnership between Warner Pacific and Community Eye Care.
With us, your clients benefit from:
- True flexibility with no restrictions
- Quality materials, with no brand restrictions
- Tailored plans, voluntary and non-voluntary
Simplify and satisfy your clients with transparent plans.
ERISA Demystified: A Comprehensive Overview
You don't want to miss this insightful 2-day series, tailored to provide crucial updates and in-depth information on major large group carriers, helping you stay informed in this ever-evolving landscape.
Why attend? These two sessions will dive into the latest developments with top carriers, covering:
- Plans, rates and networks
- Value adds
- Underwriting
- A 2025 sneak peek
Day 1 - Aetna, Kaiser Permanente & UnitedHealthcare
You don't want to miss this insightful 2-day series, tailored to provide crucial updates and in-depth information on major large group carriers, helping you stay informed in this ever-evolving landscape.
Why attend? These two sessions will dive into the latest developments with top carriers, covering:
- Plans, rates and networks
- Value adds
- Underwriting
- A 2025 sneak peek
Day 2 - Anthem, Blue Shield, Cigna & Health Net
Colorado's Paid Family and Medical Leave (PFML) law has taken effect, and your Warner Pacific Colorado team and our partners at Sun Life are excited to share all about it and answer your questions!
Whether your clients have placed PFML benefits with a private ancillary carrier or have chosen to work with the state directly, as of January 1, virtually all Colorado employees now have access to PFML benefits and job protections.
Guidelines of Group Health Plans for the Medicare Entitled working aged. The decision process for staying on the group plan vs. waiving the GHP and enrolling in a Supplement Plan. This course will help insurance agents learn the basics of Medicare and the types of products available to Medicare eligibles.
This course will help insurance agents understand the changes to CMS rules and guidelines and plan availability in the Medicare marketplace, and better equip them to use technology to satisfy CMS rules and extend their Medicare opportunities.
What is the Employee Retirement Income Security Act (ERISA) and why should it matter to you? Find out in our course, "Happy Birthday, ERISA!"
Watch this webinar to understand:
- How ERISA applies to health and welfare benefit plans
- What compliance obligations it places on employers
- The role of the producer in compliance
Using real-world examples, we will start you on the path to ERISA compliance.
A key product for your Medicare clients—Boost Your Sales with Guarantee Trust Life (GTL)
Launched recently by our partner HealthEZ, this product offers the simplicity of an all-in-one health benefit plan with the transparency and cost efficiency of a self-funded plan.
Their solution provides a range of features, including:
- Competitive network pricing
- Stop-loss protection from Nationwide
- Transparent Rx and medical costs
- And more
Learn how to develop a brand that stands out in a crowded market and your top prospects recognize. Developing a clear brand identity will build trust and credibility before you walk in the door and will help you stand out from your competition.
Join Warner Pacific and GBL for a guided walkthrough of the Broker Dashboard and the technology tools now available to brokers in Iowa — Carrier 411, Document Toolkit, and PRO Quote. Discover how these powerful solutions simplify quoting, streamline document management, and provide quick access to the resources you need to better serve your clients.
Join Warner Pacific and PGM for an overview of the Broker Dashboard and two of the technology tools now available to brokers in New York — Carrier 411 and Document Toolkit. Discover how these intuitive solutions simplify carrier research, centralize document access, and help you deliver faster, more accurate service to your clients.
Amid high rate increases, your clients could be looking for new healthcare solutions. Join Warner Pacific and our partners on October 21 as we discuss different options for your groups — options that can save on costs. Joining us will be our very own Janet Trautwein, as well as our partners Healthcare2U, Apex-MEC, and Employee Benefits Administration Management. Discover products that can offer effective solutions to your clients.
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