Social Security, Then and Now
Wed, Jul 12, 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...
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Wills and Trusts
Wed, Jul 12, 2023 1:00pm - 4:00pm | 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...
Ethical Standards for Professionalism
Thu, Jul 13, 2023 9:00am - 12:00pm | US/Mountain Ethical Standards for Professionalism is CE approved for THREE state required ETHICS credits in Colorado and Iowa Colorado Course #43080 and 19431...
Modified Endowments
Fri, Aug 18, 2023 8:00am - 1:00pm | US/Mountain Modified Endowments is CE approved for ONE credit in Colorado, Life, A&H and IA General Classroom credits. Learn about Modified Endowment rules and 1035...
Fixed (Equity) Index Annuities
Mon, Aug 21, 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...
Gen X and Y, It’s Time to Plan
Wed, Jul 26, 2023 9:00am - 12:00pm | 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,...
Here Come The Boomers
Tue, Aug 22, 2023 1:00pm - 4:00pm | 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...
Insuring Small Business
Wed, Aug 23, 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...
Dwellings, Property, and Toys
Thurs, Aug 24, 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...
Insure Your Income With Disability Insurance
Fri, Aug 25, 2023 8:00am - 1:00pm | US/Mountain Insure Your Income With Disability Insurance is CE approved for FIVE CO Life, A&H credits and IA General CE credits. The course...
What Was Omitted, E&O
Mon, Aug 28, 2023 9:00am - 12:00pm | 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...
Happy Labor Day
Monday, September 4, 2023 Happy Labor Day... Best wishes on Labor Day to our wonderful clients.