Monday, Nov. 18, 2024, 9:00am - 1:00pm | US/Mountain Colorado and Iowa have officially adopted the NAIC revised Suitability in Annuity Transactions Model Regulation and Best Interest training standard required one time for all agents selling any annuity product. The requirement includes a 4-Hour Annuity Suitability and Best Interest Standards. Fixed, Index, Variable, and Annuities...
Monday, Nov 18, 2024, 2:00 - 4:00 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....
Tuesday, Nov 19, 2024, 9:00 - 12:00 A.M. | 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;...
Tuesday, Nov. 19, 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...
Wednesday, Nov. 20, 2024, 9:00 - 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 Security...
Wednesday, Nov. 20, 2024, 1:00 - 4:00 pm | 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...
Thursday, Nov. 21, 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....
Thursday, Nov. 21, 2024, 2:00 - 4:00 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...
Friday, Nov. 22, 2024, 9:00 - 12:00 p.m. | 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...
Friday, Nov. 22, 2024, 1:00 - 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...
Monday, Nov. 25, 2024, 9:00 - 12:00 p.m. | 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...
Monday, Nov. 25, 2024, 1:00 - 4:00 p.m. 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....
