Commercial Property Insurance

Monday, May 5, 2025, 9:00 - 12:00 p.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;...

Creating A Living Legacy

Tuesday, May 6, 2025, 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...

Insure Your Income With Disability Insurance

Wednesday, May 7, 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 Iowa Course #80609 Central: ...

Social Security, Then and Now

Thursday, May 8, 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...

CO Homeowners Insurance Reform (HB13-1225)

Friday, May 9, 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...

CO Long Term Care Partnership (LTC09P)

Monday, May 12, 2025; 8:00am - 4:00pm | US/Mountain CO LTC Partnership is CE and Clear Cert approved for EIGHT credits and is half of the one-time 16-hour CE requirement to sell any LTC product in Colorado.  Changes with the products, market challenges, and legislation updates are included with links to retain for future reference....

IA Long Term Care Partnership – 8 credits

Monday, May 12, 2025, 9:00am - 5:00pm | US/Central Iowa LTC Partnership Insurance training is CE and Clear Cert approved for EIGHT credits and required one time to sell any LTC product in Iowa. Changes and legislation updates are included. Iowa Course #79047 Central: 9:00 - 5:00; IA Tuition: $121.00, includes filing fees Add to...

CO Long Term Care Ongoing Training (LTC5HR)

Monday, May 12, 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...

IA Long Term Care – 4 Recertify

Monday, May 12, 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...

Wills and Trusts

Wednesday, May 14, 2025; 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...

Ethical Standards for Professionalism

Thursday, May 15, 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...

Tie It All Together

Friday, May 16, 2025, 9:00 - 12:00 a.m. | US/Mountain Tie It All Together is CE approved for Three Life, A&H, P&C credits in Colorado and General CE in Iowa. The course covers cross selling all lines of insurance and building client relationships by helping them plan, manage, and cover their risk needs. Colorado Course...