Tuesday, April 28, 2026; 9:00 - 11:00 am 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. Tuition: $14.00 per CE credit Iowa - $1.50 per CE...
Wednesday, April 29, 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...
Thursday, April 30, 2026; 9:00 - 12:00 p.m. | 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...
Friday, May 1, 2026; 9:00am - 2:00pm | 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, Key Person coverage,...
Monday, May 4, 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...
Tuesday, May 5, 2026; 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...
Tuesday, May 5, 2026; 1:00 - 3:00 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. Tuition:...
Wednesday, May 6, 2026; 9:00 a.m. - 12:00 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...
Thursday, May 7, 2026; 8:00 am - 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...
Thursday, May 7, 2026; 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. Tuition: $14.00 per CE credit Iowa - $1.50 per CE credit for filing fees added...
Thursday, May 7, 2026; 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. Tuition: $14.00 per CE credit Courses 48300 and/or 61069 We have two course...
Thursday, May 7, 2026; 12:00pm - 4:00pm | US/Central IA LTC Re-certification is CE and Clear Cert 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....
