Monday, Oct 12, 2026; 8:00 a.m. - 1:00 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, Oct 13, 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...
Wednesday, Oct 14, 2026; 8:00 - 11:00 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, Oct 14, 2026; 12:00 - 3:00 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...
Thursday, Oct 15, 2026; 10:00 - 1:00 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...
Friday, Oct 16, 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,...
Monday, Oct 19, 2026; 8:00 a.m. - 12:00 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:...
Tuesday, Oct 20, 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, Oct 21, 2026; 8:00 a.m. - 11:00 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...
Wednesday, Oct 21, 2026; 12:00 - 2:00 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...
Thursday, Oct. 22, 2026; 8:00 a.m. - 11:00 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, Oct. 23, 2026; 8:00 - 11:00 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...
