• Modified Endowments

    Friday, February 13, 2026; 3:00pm - 4:00pm | 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. Tuition: $14.00 per CE credit Iowa - $1.50 per CE credit for filing fees added at check out Colorado Course...

  • CO Homeowners Insurance Reform (HB13-1225)

    Tuesday, February 17, 2026; 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 Google maps of current files, clearing...

  • Insuring Small Business

    Wednesday, February 18, 2026; 9:00 a.m. - 12:00 p.m. | 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,...

  • CGL, Occurrence vs Claims Made Policies

    Thursday, February 19, 2026; 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 additional endorsements and forms. Tuition: $14.00...

  • Social Security, Then and Now

    Friday, February 20, 2026; 9:00 a.m. - 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...

  • Insure Your Income With Disability Insurance

    Monday, February 23, 2026; 9:00 a.m. - 2:00 p.m. | 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. Tuition: $14.00 per CE credit Iowa - $1.50 per CE credit...

  • Creating A Living Legacy

    Tuesday, February 24, 2026; 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...

  • Umbrellas Cover When It Rains

    Wednesday, February 25, 2026; 9:00 a.m. - 11:00 a.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. Tuition: $14.00 per CE credit...

  • Workers Compensation Basics

    Wednesday, February 25, 2026; 12:00 p.m. - 2:00 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 works, and OSHA info is also included....

  • Here Come the Boomers

    Thursday, February 26, 2025; 9:00 a.m. - 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...

  • Tie It All Together

    Friday, February 27, 2026; 9:00 a.m. - 12:00 p.m. | US/Mountain Tie It All Together is CE approved for Three credits, Colorado Life, Health, P&C; and Iowa General credits. Cross-selling and Up-selling discussed for all lines of insurance products. Client development discussed by providing clients and prospects with a comprehensive insurance portfolio focused on their...

  • Annuity Best Interest

    Monday, March 2, 2026; 9:00 a.m. - 1:00 p.m. | 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,...