Events

Monday, Sept 28, 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,...

Tuesday, Sept 29, 2026; 9:00 - 1:00 p.m. | US/Mountain Homeowners, Neighbors, and Pets is CE approved for Four CE credits. Colorado P&C, Iowa General credits. The course covers the Homeowners policy forms with ISO updates, Fortified Roofing, and rate increases. The discussion of neighbor's rights, plus pets are included. You get to share your...

Wednesday, Sept 30, 2026; 9:00 a.m. - 12:00 p.m.| US/Mountain What Was Omitted is CE approved for THREE CO Life, A&H, P&C credits and IA General CE credits. This course covers Errors and Omissions, what agents should be aware of, the history of E&O, Directors and Officers plans, and NAIC requirements for companies with challenges....

Thursday, Oct 1, 2026; 9:00 - 12:00 PM. | 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. Tuition: $14.00 per CE credit Iowa -...

Friday, Oct 2, 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,...

Monday, Oct 5, 2026; 8:00 - 11:00 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...

Monday, Oct 5, 2026; 12:00 p.m. - 3:00 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...

Tuesday Oct 6, 2026; 8:00 am - 1:00 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...

Friday, Oct 9, 2026; 8:00 am - 4:00 pm | 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...

Friday, Oct 9, 2026; 9:00 am - 5:00  pm | 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...

Friday, Oct 9, 2026; 11:00 am - 4:00 pm | 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...

Friday, Oct 9, 2026; 12:00 pm - 4:00 pm | 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...