Tuesday, Oct 17, 2023 1:00pm - 4:00pm | 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 Security are...
Wed, Oct 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...
Wednesday, Oct 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. Interesting facts about the history of baby...
Thursday, Oct 19, 2023 9:00am - 12:00pm | 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 is...
Thursday, Oct 19, 2023 1:00pm - 4:00pm | 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, the Secure Act and Secure 2.0. IRS guidelines with new extensions are included. Colorado Course #54436 Mountain: 1:00 - 4:00; Tuition: $39.00 Iowa...
Friday, Oct 20, 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 for all ages, including SSDI challenges. Individual and Group Disability Income plans, Key Person, and Buy-Sell agreements...
Monday, Oct 23, 2023 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 of the complex product are covered with many examples to share...
Tuesday, Oct 24, 2023, 9:00am - 12:00pm | 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... Colorado Course #51074 Mountain: 9:00 - 12:00; Tuition:...
Tuesday, Oct 24, 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. How the claims process work and OSHA info is also included. Colorado Course...
Wednesday, Oct 25, 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. Senior challenges, the Secure Act 2.0, some Annuities, Wills and more is included. Colorado Course...
Thursday, Oct 26, 2023, 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. Colorado Course # 64746 Mountain: 9:00 - 1:00; CO Tuition:...
Friday, Oct 27, 2023, 9:00am - 1:00pm | 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. Colorado...
