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...
Friday, May 3, 2024, 1:00 - 3:00 p.m. | US/Mountain Business Vehicle Insurance is CE approved for Two P&C credits in Colorado and General CE in Iowa. The policy is covered and when should the coverage be in the business name. Learn about an Air Bag sensor which is taken apart. NHTSA info is covered....
Monday, May 6, 2024, 8:00am - 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 reference....
Monday, May 6, 2024, 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. Iowa Course #79047 Central: 9:00 - 5:00; IA Tuition: $121.00, includes filing fees Add to...
Monday, May 6, 2024, 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. We have two course numbers approved for this training and will be sure...
Monday, May 6, 2024, 12:00pm - 4:00pm | US/Central IA LTC Re-certification is CE 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. Iowa Course #78289...
Tuesday, May 7, 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...
