Wills and Trusts

Tue, Sep 12, 2023 1:00pm - 4:00pm | 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 trusts and when needed is also included and more. Colorado Course #17630 Mountain: 1:00 - 4:00;...

Clients Want Security

Wed, Sep 13, 2023 9:00am - 1:00pm | US/Mountain Clients Want Security is CE approved for Four CE credits. Colorado L, A&H, Iowa General credits. The course covers current inflation and other challenges facing all of us and our clients. The Secure Act and Secure 2.0 is also covered. Senior challenges, some Annuities, Wills and more...

Umbrellas Cover When It Rains

Wed, Sep 13, 2023 2:00pm - 4:00pm | US/Mountain Umbrellas Cover When It Rains is CE approved for Two P&C Credits in Colorado and General Credits in Iowa. The course focuses on personal umbrellas, when to recommend which limits, and the policy itself. Business umbrellas are also included. Colorado Course #48486 Mountain: 2:00 - 4:00...

Commercial Property Insurance

Thu, Sep 14, 2023 9:00am - 12:00pm | US/Mountain Commercial Property Insurance is CE approved for Three CE Credits, Colorado P&C and Iowa General classroom CE.  The course covers the commercial property form from home based businesses, Business Owners Policy, BOP, and large businesses, Commercial Package Policies (CPP). Colorado Course #51076 Mountain:  9:00 - 12:00; CO...

Workers Compensation Basics

Thu, Sep 14, 2023 1:00pm - 3:00pm | 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. OSHA info is also included. Colorado Course #58487:  add to cart Mountain:  1:00 -...

Insure Your Income With Disability Insurance

Fri, Sep 15, 2023 8:00am - 1:00pm | US/Mountain Insure Your Income With Disability Insurance is CE approved for FIVE CO Life, A&H credits and IA General CE credits. The course covers Social Security Disability, applying and qualifications, including SSDI challenges. Individual and Group Disability Income plans, Key Person, and Buy-Sell agreements are included. Colorado Course...

A Historical Overview of Insurance

Fri, Sep 15, 2023 2:00pm - 3:00pm | US/Mountain A Historical Overview of Insurance is CE approved for ONE credit, CO L, A&H, P&C / IA General CE credits. This course presents a brief overview of insurance history, including some very interesting statistics... Colorado Course #43081 Mountain: 2:00 - 3:00; CO Tuition: $13.00 Iowa Course #80587 Central: 3:00 - 4:00;...

Gen X and Y, It’s Time to Plan

Mon, Sep 18, 2023 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...

Here Come the Boomers

Mon, Sep 18, 2023 1:00pm - 4:00pm | 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. All lines of insurance are covered. Colorado Course...

Dwellings, Property, and Toys

Tue, Sep 19, 2023 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 and more. Colorado Course # 48485: add to cart Mountain: 9:00 - 1:00; CO Tuition: $52.00...

Wills and Trusts

Tuesday, Sept 19 2023, 2:00pm - 5:00pm | 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 of...

Terrorism and Tragedy

Wed, Sep 20, 2023 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 discussed...