Tuesday, October 8, 2024, 11:00am - 4:00pm | US/Mountain CO LTC Re-certification is CE approved for FIVE credits and is required every two years to continue selling LTC products in Colorado. Product changes and updates are covered. National proposed changes are included. We have two course numbers approved for this training and will be sure...
Tuesday, October 8, 2024, 12:00pm - 4:00pm | US/Central IA LTC Re-certification is CE approved for FOUR credits and is required every three years to continue selling LTCi products in Iowa. Product updates and legislative changes are included. This course will also count as an elective for those interested in the topic. Iowa Course #78289...
Wednesday, October 9, 2024, 12:00 - 3:00 pm | US/Mountain Medicare Basics is CE approved for THREE credits, CO L, A&H / IA General CE Classroom credits. This course covers the history of Medicare, the parts of Medicare (A & B), Supplements, Advantage Plans (Part C), Drug Plans (Part D), and Medicaid basics. Learn about...
Thursday, October 10, 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...
Thursday, October 10, 2024, 1:00 - 3:00 pm MT | US/Mountain Avoiding Financial Landmines is CE approved for TWO credits, CO L, A&H / IA General credits. This class covers financial landmines that we all face from inflation to retirement and solutions...Interesting facts are included. Colorado Course #49617 Mountain: 1:00 - 3:00, Tuition: $26.00 Iowa...
Friday, October 11, 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 covers legacy planning with Charitable Reminder Trusts, Annuities, Life Insurance, Donor Advised Funds, Foundations, Secure Act and more... Learn more about working in this specialized...
Friday, October 11, 1:00 - 4:00 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....
Tuesday, Nov. 12, 11:00 - 2:00 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....
Monday, October 14, 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...
Monday, October 14, 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,...
Tuesday, October 15, 9:00 - 12:00 p.m. | US/Mountain Wills and Trusts is CE approved for THREE credits, CO L, A&H / IA General CE Classroom credits. This course covers the basics of Wills, updated rules for both states including probate. A discussion about Wills, Durable Power of Attorney, Health Care Directives, various types of...
Tuesday, October 15, 1:00 - 3:00 p.m. | US/Mountain Umbrellas Cover When It Rains is CE approved for Two P&C Credits in Colorado and General Credits in Iowa. The course focuses on personal umbrellas, when to recommend which limits, and the policy itself. Business umbrellas are also included. Colorado Course #48486 Mountain: 1:00 - 3:00...
