Friday, August 21, 2026; 9:00 a.m. - 12:00 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...
Monday, August 24, 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,...
Tuesday, August 25, 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, August 26, 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, August 27, 2026; 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, August 28, 2026; 9:00 a.m. - 12:00 p.m. | 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,...
Monday, August 31, 2026; 9:00 a.m. - 12:00 p.m.| US/Mountain What Was Omitted is CE approved for THREE CO Life, A&H, P&C credits and IA General CE credits. This course covers Errors and Omissions, what agents should be aware of, the history of E&O, Directors and Officers plans, and NAIC requirements for companies with challenges....
Tuesday, Sept 1, 2026; 9:00 a.m. - 12:00 p.m. | 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...
Wednesday, Sept 2, 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:...
Thursday, Sept 3, 2026; 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 resources provided. Tuition: $14.00 per CE credit Iowa...
Tuesday, Sept 8, 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....
Wednesday, Sept 9, 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...
