Friday, June 19, 2026; 10:00 - 1:00 pm | 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...
Monday, June 22, 2026; 9:00 a.m. - 12:00 p.m. | US/Mountain Tie It All Together is CE approved for Three credits, Colorado Life, Health, P&C; and Iowa General credits. Cross-selling and Up-selling discussed for all lines of insurance products. Client development discussed by providing clients and prospects with a comprehensive insurance portfolio focused on their...
Monday, June 22, 2026; 1:00 - 3:00 pm | 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. Tuition: $14.00 per CE credit Iowa...
Tuesday, June 23, 2026; 9:00 a.m. - 2:00 p.m. | US/Mountain May is National Disability Awareness Month. The course covers Social Security Disability, applying and qualifications for all ages, including SSDI challenges. Several programs for those on SSDI that want to be working are available, and we cover the successes of those programs. Individual and...
Wednesday, June 24, 2026; 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, Fortified Roofing, and rate increases. The discussion of neighbor's rights, plus pets are included. You get to share your...
Thursday, June 25, 2026; 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, Medicare and more is included. Tuition:...
Friday, June 26, 2026; 9:00 - 11:00 a.m. | US/Mountain Business Vehicle Insurance is CE approved for Two P&C credits in Colorado and General CE in Iowa. The policy form is covered and when should the coverage be in the business name. Learn about IIHS roadway safety, Insurance Information Institute and NHTSA updates. Tuition: $14.00...
Friday, June 26, 2026; 12:00 - 2:00 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 works, and OSHA info is also included. Tuition:...
Monday, June 29 2026; 9:00 a.m. - 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...
Tuesday, June 30, 2026; 9:00 a.m. - 1:00 p.m. | 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,...
Wednesday, July 1, 2026; 9:00 - 12:00 p.m. | 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...
Thursday, July 2, 2026; 9:00 a.m. - 12:00 p.m. | US/Mountain Are We Really Safe, ID Theft is CE approved for Three L, A&H, P&C credits in Colorado and General CE in Iowa. The course covers various types of ID Theft, Scams, Federal Trade Commission, stories of ID theft challenges, and lots of website references....
