Terrorism and Tragedy

Thursday, September 26, 2024, 1:00 - 4:00 pm | US/Mountain Terrorism and Tragedy is CE approved for THREE credits, CO L, A&H, P&C / Iowa General CE Classroom credits. Some terrorism events are covered with parallels to dates and copy-cat events. The insurance industry has policies and guidelines in place to handle terrorism challenges. TRIA...

Anti-Money Laundering

Friday, September 27, 9:00 - 12:00 p.m. | US/Mountain Anti-Money Laundering CE approved for THREE credits, CO L, A&H / IA General CE Classroom credits. This course covers Money Laundering laws from the 1970 Bank Secrecy Act to current. We cover criminal elements that and cartels with the FBI and Depart of Justice busting cases....

Here Come the Boomers

Friday, September 27, 2024, 1:00 - 4:00 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...

Insuring Small Business

Monday, September 30, 2024, 9:00 - 12:00 pm | US/Mountain Insuring Small Business is CE approved for THREE credits, CO L, A&H, P&C / IA General CE Classroom credits. The course covers challenges facing small business including, working from home, hiring the right people, product shortage, business insurance policies, key people in small business, inflation,...

Gen X and Y, It’s Time to Plan

Monday, September 30, 2024, 1:00 - 4:00 pm | 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...

Clients Want Security

Tuesday, October 1, 2024, 9:00am - 1:00pm | US/Mountain Clients Want Security is CE approved for Four CE credits. Colorado L, A&H, Iowa General credits. The course covers current inflation and other challenges facing all of us and our clients. Senior challenges, the Secure Act 2.0, some Annuities, Wills, Medicare and more is included. Colorado...

Flood Insurance and Reform (NFIP)

Wednesday, October 2, 2024, 9:00 - 12:00 p.m. | US/Mountain Flood Insurance & Reform is CE approved for THREE credits, CO P&C / IA General CE credits. This course meets the guidelines provided by NFIP and is required one time to sell flood insurance. Updates to the NFIP program, premium changes, expiration date of the...

Are We Really Safe (ID Theft)

Wednesday, October 2, 1:00 - 4:00 p.m. | US/Mountain What Was Omitted is CE approved for THREE CO Life, A&H, P&C credits and IA General CE credits. This course covers Errors and Omissions, what agents should be aware of, the history of E&O, compliance. Directors and Officers Liability is included and the Claims Made Form...

Flood Insurance and Reform (NFIP)

Wednesday, Nov 6, 2024, 1:00 - 4:00 p.m. | US/Mountain Flood Insurance & Reform is CE approved for THREE credits, CO P&C / IA General CE credits. This course meets the guidelines provided by NFIP and is required one time to sell flood insurance. Updates to the NFIP program, premium changes, expiration date of the...

CGL, Occurrence vs Claims Made Policies

Thursday, Oct 3, 9:00 - 1:00 p.m. US | Mountain CGL OCCURRENCE VS CLAIMS MADE POLICIES is CE approved for Four credits. The course qualifies for 2hr. Colorado one-time Claims Made Requirement, P&C; Iowa General CE credits. The two-policy forms are covered including Coverages A-C, D&O plus Liquor and Pollution liability and more. Colorado Course...

Commercial Property Insurance

Friday, October 4, 9:00 - 12:00 A.M. | US/Mountain Commercial Property Insurance is CE approved for Three CE Credits, Colorado P&C and Iowa General classroom CE.  The course covers commercial property forms for BOP and CPP policies. Return to work vs. tele-commuting plus home-based businesses are discussed. Colorado Course #51076 Mountain:  9:00 - 12:00; CO...

Clients With Disabled Loved Ones

Friday, Oct 4, 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....