Employees and Insurance

Tuesday, December 19, 2023, 9:00pm - 12:00pm | 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...

Umbrellas Cover When It Rains

Tuesday, December 19 , 2023 1:00pm - 3:00pm | 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: 1:00 -...

Fixed (Equity) Index Annuities

Wednesday, December 20, 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 with key features of the complex product are covered with many...

Social Security, Then and Now

Thursday, December 21, 2023, 9:00am - 12:00pm | 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...

Anti-Money Laundering

Thursday, December 21, 2023, 9:00am - 12:00pm | US/Mountain Anti-Money Laundering CE approved for THREE credits, CO L, A&H / IA General CE Classroom credits. This course covers Money Laundering laws from the 1970 Bank Secrecy Act to current. We cover criminal elements that and cartels with the FBI and Depart of Justice busting cases....

Dwellings, Property, and Toys

Friday, December 22, 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, 4 wheelers, and more. Lots of references to keep. Colorado Course # 48485 Mountain:...

Christmas

Monday, December 25, 2023 CE by Design will be closed from December 22 - 26. Enjoy time with those who are special to you. I wish you a Merry Christmas and a prosperous New Year. Thank you for your continued support.

Insuring Small Business

Wednesday, December 27, 2023, 9:00am - 12:00pm | US/Mountain Insuring Small Business is CE approved for THREE credits, CO L, A&H, P&C / IA General CE Classroom credits. The course covers challenges facing small business including, working from home, hiring the right people, product shortage, business insurance policies, key people in small business, inflation, and...

Insurance for Life

Thursday, December 28, 2023, 8:00am - 1:00pm | US/Mountain Insurance for Life is CE approved for FIVE credits: CO L, A&H / IA General Classroom credits. This course covers all types of life policies, both individual and group. We cover the history of products, people who lost family members without life insurance, the Life Happens...

Modified Endowments

Thursday, December 28, 2023, 2:00pm - 3:00pm | US/Mountain Modified Endowments is CE approved for ONE credit in Colorado, Life, A&H and IA General Classroom credits.  Learn about Modified Endowment history and rules plus 1035 Exchanges. Colorado Course #58479 Mountain:  2:00 - 3:00   Tuition:  $13.00 Iowa Course #101912 Central:  3:00 - 4:00   Tuition:  $14.00,...

Clients Want Security

Friday, December 29, 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...

Autos and Wrecks

Wednesday, Jan 3, 2024, 9:00 - 12:00 | US/Mountain Autos and Wrecks is CE approved for Three P&C credits in Colorado and General CE in Iowa. The course covers the auto policy, trucks, trains, gas and electric cars, wrecks and legislation. IIHS vehicle safety ratings, car seats, vehicle performance testing and more. Colorado Course #48484...