Wednesday, Apr 24, 2024, 9:00am - 1:00pm | 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 with many...
Thursday, Apr 25, 2024, 9:00am - 12:00pm | US/Mountain Terrorism and Tragedy is CE approved for THREE credits, CO L, A&H, P&C / Iowa General CE Classroom credits. Some terrorism events are covered with parallels to dates and copy-cat events. The insurance industry has policies and guidelines in place to handle terrorism challenges. TRIA is...
Thursday Apr 25, 2024, 1:00 - 4:00 p.m.| US/Mountain Employees and Insurance is CE approved for Three L, A&H, P&C credits in Colorado and General CE in Iowa. The course covers employment law, State Workforce Development options, wrongful termination, EPLI, Employee handbooks and safety, plus employer gun policies, concealed carry and handling angry clients. Colorado...
Friday, Apr 26, 9:00am - 1:00pm | US/Mountain Annuity Best Interest required one-time training is available for any agent selling annuity products. The Best Interest rules are covered and a review of the different types of annuities, fixed, index, variable, and Annuity with LTC. CANCELLED Colorado Course # 64746 Mountain: 9:00 - 1:00; CO Tuition:...
Monday, Apr 29, 2024, 9:00 - 12:00 p.m. | US/Mountain Wills and Trusts is CE approved for THREE credits, CO L, A&H / IA General CE Classroom credits. This course covers the basics of Wills, updated rules for both states including probate. A discussion about Wills, Durable Power of Attorney, Health Care Directives, various types...
Monday, Apr 29, 2024, 1:00 - 3:00 MT 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. Colorado Course #49617 Mountain: 1:00 - 3:00 p.m. Tuition: $26.00 Iowa Course #80132...
Tuesday, April 30, 2024, 9:00 - 12:00 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 covered. This...
Wednesday, May 1, 2024, 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...
Wednesday, May 1,2024, 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 open...
Thursday, May 2, 2024, 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 includes RMD rules, tables for contributions, IRS guidelines with new extensions included and the Secure Act changes. Colorado Course #54436 Mountain: 9:00 - 12:00; Tuition:...
Thursday, May 2, 2024,1:00 - 4:00 pm | US/Mountain Flood Insurance & Reform is CE approved for THREE credits, CO P&C / IA General CE credits. This course meets the guidelines provided by NFIP and is required one time to sell flood insurance. Updates to the NFIP program, premium changes, expiration date of the program,...
Friday, May 3, 2024, 9:00 - 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, compliance. Directors and Officers Liability is included and the Claims Made...
