Events

Tuesday, Sept. 15, 2026; 1:00 - 4:00 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, Sept 16, 2026; 10:00 - 1:00 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. Tuition: $14.00 per CE credit Iowa - $1.50 per CE credit for filing fees added at...

Thursday, Sept 17, 2026; 10:00 - 1:00 pm | 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, Secure Act changes and Qualified Longevity Annuities - QLAC. Tuition: $14.00 per CE...

Friday, Sept 18, 2026; 9:00 am - 2:00 pm | US/Mountain Insurance for Life is CE approved for FIVE credits: CO L, A&H / IA General Classroom credits. September is National Life Insurance Awareness Month. This course covers all types of life policies, both individual and group. We cover the history of products, people who...

Monday, Sept 21, 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. Several programs for those on SSDI that want to be working are available, and we cover the successes of those programs. Individual and Group Disability Income plans, Key Person,...

Tuesday, Sept 22, 2026; 9:00 a.m. - 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...

Wednesday, Sept 23, 2026; 10:00 - 1:00 pm | 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...

Wednesday, Sept 23, 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:...

Thursday, Sept 24, 2026; 9:00 - 12:00 p.m.| US/Mountain Autos and Wrecks is CE approved for Three P&C credits in Colorado and General CE in Iowa. The course covers the auto policy, trucks, trains, gas and electric cars, wrecks and legislation. IIHS vehicle safety ratings, car seats, vehicle performance testing and more. Tuition: $14.00 per...

Thursday, Sept 24, 2026; 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. Tuition: $14.00 per CE credit Iowa - $1.50 per CE...

Friday, Sept 25, 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...

Friday, Sept 25, 2026; 1:00 - 2:00 p.m. | US/Mountain A Historical Overview of Insurance is CE approved for ONE credit, CO L, A&H, P&C / IA General CE credits. This course presents a brief overview of insurance history, including some very interesting statistics... Tuition: $14.00 per CE credit Iowa - $1.50 per CE credit for filing fees added...