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...
Wed, Sep 27, 2023,9:00 am - 12:00 pm | US/Mountain Employees and Insurance is CE approved for Three L, A&H, P&C credits in Colorado and General CE in Iowa. The course covers employment law, State Workforce Development options, wrongful termination, Colorado Course #51077 Mountain: 9:00 - 12:00; Tuition: $39.00 Iowa Course #81742 Central: 10:00 -...
Thu, Sep 28, 2023 9:00am - 12:00pm | 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, and more... Colorado Course #51074 Mountain: 9:00 - 12:00; Tuition: $39.00 Iowa Course...
Fri, Sep 29, 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 covered, SSA.gov website features are discussed for Retirement, Survivors, Disability and SSI benefits... Colorado Course #54434 Mountain: 9:00 - 12:00; Tuition: $39.00 Iowa Course #84998...
Monday, Oct 2, 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 and Omissions, what agents should be aware of, the history of E&O, compliance. Directors and Officers Liability is included and the Claims Made Form...
Tues, Oct 3, 2023 9:00am - 12:00pm | 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 cases....
Tuesday, Oct 3, 2023 1:00 - 3:00 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...Interesting facts are included. Colorado Course #49617 Mountain: 2:00 - 4:00 p.m. Tuition: $26.00 Iowa Course #80132...
Wed, Oct 4, 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 and Omissions, what agents should be aware of, the history of E&O, Directors and Officers plans, and NAIC requirements for companies with challenges. compliance....
Thursday, Oct 5, 2023, 9:00am - 12:00pm | US/Mountain Autos and Wrecks is CE approved for Three P&C credits in Colorado and General CE in Iowa. The course covers the auto policy, trucks, trains, gas and electric cars, wrecks and legislation. IIHS vehicle safety ratings, car seats, vehicle performance testing and more. Colorado Course #48484...
Thursday, Oct 5, 2023, 1:00pm - 3:00pm | US/Mountain Commercial Property Insurance is CE approved for Three CE Credits, Colorado P&C and Iowa General classroom CE. The course covers commercial property forms for BOP and CPP policies. Return to work vs. tele-commuting plus home-based businesses are discussed. Colorado Course #51076 Mountain: 1:00 - 4:00; CO...
