Ethical Standards for Professionalism

Tuesday, August 13, 2024, 9:00 - 12:00 p.m. | US/Mountain Ethical Standards for Professionalism is CE approved for THREE state required ETHICS credits in Colorado and Iowa (classroom credits). The positive side of ethics in our industry is discussed. Colorado Course #43080 and 19431 Mountain:  9:00- 12:00; CO Tuition: $39.00 We will be sure you...

A Historical Overview of Insurance

Tuesday, August 13, 2024, 1:00 - 2:00 p.m. | US/Mountain A Historical Overview of Insurance is CE approved for ONE credit, CO L, A&H, P&C / IA General CE credits. This course presents a brief overview of insurance history, including some very interesting statistics... Colorado Course #43081 Mountain: 1:00 - 2:00; CO Tuition: $13.00 Iowa Course #80587 Central: 2:00...

CO Homeowners Insurance Reform (HB13-1225)

Thursday, August 15, 2024, 9:00 - 12:00 p.m. | US/Mountain This course curriculum covers the new legislation requiring insurers to change for format of HO insurance by Jan 1, 2015, and meets the 3 CE credit requirement for any Colorado producer selling Homeowners insurance, based on HB13-1225. We cover clearing and mitigating property, grant funds...

Gen X and Y, It’s Time to Plan

Friday, August 16, 2024, 9:00am - 12:00pm | US/Mountain Gen X and Y, It's Time to Plan (Gen Z is also included), and the course is CE approved for Three Life, A&H credits in CO, and Three General CE credits in Iowa. The course covers working with clients in those generations, their interests, and inflation...

Workers Compensation Basics

Friday, August 16, 2024, 1:00 - 3:00 p.m. | US/Mountain Workers Compensation Basics is CE approved for TWO CE credits, CO P&C and Iowa General Classroom CE Credits. The history of Workers Compensation is presented. How the coverage works for employees and employers. How the claims process work and OSHA info is also included. Colorado...

Homeowners, Neighbors, and Pets

Monday, August 19, 2024, 9:00 - 1:00 p.m. | US/Mountain Homeowners, Neighbors, and Pets is CE approved for Four CE credits. Colorado P&C, Iowa General credits. The course covers the Homeowners policy forms with ISO updates and a discussion of neighbor's rights, plus our pets. You get to share your pet pics for hour four....

Fixed (Equity) Index Annuities

Tuesday, August 20, 2024, 9:00 - 1:00 p.m. | US/Mountain Fixed (Equity) Index Annuities is CE approved for FOUR credits, CO L, A&H and IA General Classroom CE credits. The course covers both the history of the Index Annuity form and Index Life Insurance. Details with key features of the complex product are covered with...

Here Come the Boomers

Wednesday, August 21, 2024, 9:00 - 12:00 p.m. | US/Mountain Here Come the Boomers is CE approved for THREE credits, CO L, A&H, P&C / IA General credits. This course includes a discussion about the many issues all Boomers have faced and will be dealing with moving forward, including inflation and retirement challenges. Interesting facts about the history of...

Clients With Disabled Loved Ones

Wednesday, August 21, 2024, 1:00 - 4:00 p.m. MT | US/Mountain Clients With Disabled Loved Ones is CE approved for THREE credits, CO L, A&H / Iowa General CE Classroom credits. The course covers requirements for disabled special needs loved ones and setting up planning, so they retain their federal benefits. Trust planning is covered....

Required Minimum Distributions

Thursday, August 22, 2024, 9:00 - 12:00 p.m. | US/Mountain This course is CE approved for Three Life, A&H credits in CO, and General CE credits in Iowa. The content includes RMD rules, tables for contributions, IRS guidelines with new extensions included and the Secure Act changes. Colorado Course #54436 Mountain: 9:00 - 12:00; Tuition:...

Insurance for Life

Friday, August 23, 2024, 8:00am - 1:00pm | US/Mountain Insurance for Life is CE approved for FIVE credits: CO L, A&H / IA General Classroom credits. This course covers all types of life policies, both individual and group. We cover the history of products, people who lost family members without life insurance, the Life Happens...

Modified Endowments

Friday, August 23, 2024, 2:00pm - 3:00pm | US/Mountain Modified Endowments is CE approved for ONE credit in Colorado, Life, A&H and IA General Classroom credits.  Learn about Modified Endowment history and rules plus 1035 Exchanges. Colorado Course #58479 Mountain:  2:00 - 3:00   Tuition:  $13.00 Iowa Course #101912 Central:  3:00 - 4:00   Tuition:  $14.00,...