Friday, Jan. 10, 2025, 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...

Friday, Jan. 10, 2025, 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...

Monday, Jan 13, 2025, 9:00am - 1:00pm | US/Mountain Colorado and Iowa have officially adopted the NAIC revised Suitability in Annuity Transactions Model Regulation and Best Interest training standard required one time for all agents selling any annuity product. The requirement includes a 4-Hour Annuity Suitability and Best Interest Standards. Fixed, Index, Variable, and Annuities...

Tuesday, Jan 14, 2025, 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...

Tuesday, Jan 14, 2025, 1:00 - 4:00 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: 1:00 - 4:00; Tuition:...

Wednesday, Jan 15, 2025, 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...

Thursday, Jan. 16, 2025, 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...

Friday, January 17, 2025, 9:00am - 2:00pm | US/Mountain The course covers Social Security Disability, applying and qualifications for all ages, including SSDI challenges. Individual and Group Disability Income plans, Key Person, and Buy-Sell agreements are included. Lots of links you retain. Colorado Course #49618 Mountain:  9:00 - 2:00; Tuition:  $65.00, Sale Price $58.00 Iowa...

Monday, January 20, 2025, 9:00 - 12:00 p.m. | US/Mountain Social Security, Then and Now is CE approved for THREE credits, CO L, A&H / Iowa General CE Classroom credits. The history of Social Security is covered, SSA.gov website features are discussed for Retirement, Survivors, Disability and SSI benefits... Future plans to change Social Security...

Tuesday, January 21, 2025, 9:00 - 12:00 p.m. | 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...

Wednesday, January 22, 2025, 9:00 - 12:00 p.m. | US/Mountain Employees and Insurance is CE approved for Three L, A&H, P&C credits in Colorado and General CE in Iowa. The course covers employment law, State Workforce Development options, wrongful termination, EPLI, Employee handbooks and safety, plus employer gun policies, concealed carry and handling angry clients....

Thursday, January 23, 2025, 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...