Mon, Sep 18, 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, A&H credits in CO, and Three General CE credits in Iowa. The course covers working with clients in those generations, their interests, and inflation challenges...
Mon, Sep 18, 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 discussion about the many issues all Boomers have faced and will be dealing with moving forward, including inflation and retirement challenges. All lines of insurance are covered. Colorado Course...
Tue, Sep 19, 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 Dwelling form, Property including HO4, and Toys including motorhomes, motorcycles, boats and more. Colorado Course # 48485: add to cart Mountain: 9:00 - 1:00; CO Tuition: $52.00...
Tuesday, Sept 19 2023, 2:00pm - 5:00pm | 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 rules for both states including probate. A discussion about Wills, Durable Power of Attorney, Health Care Directives, various types of...
All dates | US/Mountain The Reschedule fee is $25.00 for any purchase changes. Upon checkout, please include your original Invoice number, and Course Info that you are rescheduling from and rescheduling to. Rescheduled webinars will receive a link and information to join from dana@cebydesign.com. Contact: Dana at CE by Design, LLC Phone: 719.265.8406 | 515.462.3013...
Wed, Sep 20, 2023 9:00am - 12:00pm | 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 is discussed...
Wed, Sep 20, 2023 1:00am - 3:00pm | 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. Colorado...
Thu, Sep 21, 2023 9:00am - 1:00pm | US/Mountain Annuity Best Interest required one-time training is available for any agent selling annuity products. The Best Interest rules are covered and a review of the different types of annuities. Colorado Course # 64746: add to cart Mountain: 9:00 - 1:00; CO Tuition: 52.00 Pending approval in Iowa Add...
Thursday, Sept 21, 2023 2:00 MT 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... Colorado Course #49617 Mountain: 2:00 - 4:00 p.m. Tuition: $26.00 Iowa Course #80132 Central: 3:00 - 5:00 p.m....
Fri, Sep 22, 2023 9:00am - 12:00pm | 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. This is a market underserved and you'll...
Mon, Sep 25, 2023 9:00am - 1:00pm | US/Mountain Homeowners, Neighbors, and Pets is CE approved for Four CE credits. Colorado P&C, Iowa General credits. The course covers the basics in the Homeowners forms, a discussion of neighbors rights, and our pets. Dog bite liability, pets training and care are included. You get to share your pet...
Tue, Sep 26, 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 both the history of the Index Annuity form and Index Life Insurance. Details of the complex product are covered with many examples to share with...
