Events

Tuesday, Oct 20, 2026; 9:00 a.m. - 1:00 p.m. | 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...

Wednesday, Oct 21, 2026; 8:00 a.m. - 11:00 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...

Wednesday, Oct 21, 2026; 12:00 - 2:00 pm MT | US/Mountain Avoiding Financial Landmines is CE approved for TWO credits, CO L, A&H / IA General credits. This class covers financial landmines that we all face from inflation to retirement and solutions...Interesting facts are included. Tuition: $14.00 per CE credit Iowa - $1.50 per CE...

Thursday, Oct. 22, 2026; 8:00 a.m. - 11:00 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...

Friday, Oct. 23, 2026; 8:00 - 11:00 pm | US/Mountain This course is CE approved for Three Life, A&H credits in CO, and General CE credits in Iowa. The content includes RMD rules, tables for contributions, IRS guidelines with new extensions included, Secure Act changes and Qualified Longevity Annuities - QLAC. Tuition: $14.00 per CE...

Monday, Oct. 26, 2026; 8:00 - 12:00 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...

Tuesday, Oct 27, 2026; 8:00 - 11:00 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...

Monday, Oct. 27 2026; 12:00 - 2:00 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...

Wednesday, Oct 28, 2026; 8:00 a.m. - 11:00 p.m. | US/Mountain Till Divorce Do We Part (I do, I don't) is CE approved for THREE Colorado Life, A&H, P&C credits and Iowa General Classroom Credits. It's more than just not liking the other person. What happens to families, kids, spending habits, budgets... The effect on...

Thursday, Oct 29, 2026; 8:00am - 12:00pm | 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, Oct 30, 2026; 8:00 a.m. - 11:00 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....

Monday, Nov. 2, 2026; 8:00 a.m. - 11:00 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....