Employees and Insurance

Monday, Feb 26, 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...

Homeowners, Neighbors, and Pets

Tuesday, Feb 27, 2024, 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 and a discussion of neighbor's rights, plus our pets. You get to share your pet pics for hour four....

Medicare Basics

Wednesday, Feb 28,2024, 9:00 - 12:00 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...

Gen X and Y, It’s Time to Plan

Friday, Mar 1, 9:00am - 12:00pm | 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 inflation challenges...

Till Divorce Do We Part

Monday, Mar 4, 9;00 - 12;00 p.m. | US/Mountain Till Divorce Do We Part (I do, I don't) is CE approved for THREE Colorado Life, A&H, P&C credits and Iowa General Classroom Credits. It's more than just not liking the other person. What happens to families, kids, spending habits, budgets... The effect on men and...

Here Come the Boomers

Monday, Mar 4, 1:00 p.m. - 4:00 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 of...

Clients With Disabled Loved Ones

Wednesday, Mar 6, 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...

Workers Compensation Basics

Wednesday, Mar 6, 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 work and OSHA info is also included. Colorado Course #58487Mountain: ...

Commercial Property Insurance

Thursday, Mar 7, 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. Colorado Course #51076 Mountain:  9:00 - 12:00; CO...

Creating A Living Legacy

Thursday, Mar 7, 1:00 p.m. - 4:00 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 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...

Dwellings, Property, and Toys

Friday, Mar 8, 2024, 9:00am - 1:00pm | US/Mountain Dwellings, Property, and Toys is CE approved for Four CE credits. Colorado P&C, and Iowa General credits. The course covers the Dwelling form, Property including HO4, and Toys including motorhomes, motorcycles, boats, 4 wheelers, and more. Lots of references to keep. Colorado Course # 48485 Mountain:...

CO Long Term Care Partnership (LTC09P)

Monday, Mar 11, 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....