Social Security, Then and Now
2025-09-19 09:00 - 12:00 (America/New_York)
Friday, September 19, 2025; 9:00 – 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 Security are covered.
Colorado Course #54434
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #84998
Central: 10:00 – 1:00; Tuition: $42.00 (includes filing fees)
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Gen X and Y, It's Time to Plan
2025-09-22 09:00 - 12:00 (America/New_York)
Monday September 22, 2025; 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 inflation challenges moving forward.
Colorado Course #54435:
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #84999
Central: 10:00 – 1:00; Tuition: $42.00, (includes filing fees)
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CO Homeowners Insurance Reform (HB13-1225)
2025-09-23 09:00 - 12:00 (America/New_York)
Tuesday, September 23, 2025; 9:00 – 12:00 p.m. | US/Mountain
This course curriculum covers the new legislation requiring insurers to change for format of HO insurance by Jan 1, 2015, and meets the 3 CE credit requirement for any Colorado producer selling Homeowners insurance, based on HB13-1225. We cover Google maps of current files, clearing and mitigating property, grant funds available, CSU and the Forest Service partnership for citizens. Fair Plan Colorado info and Fortified Roofing is also included.
Colorado Course #53455 and 58972
Mountain: 9:00 – 12:00
We will be sure you have the correct course number so it will count for your CE.
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Are We Really Safe (ID Theft)
2025-09-24 09:00 - 12:00 (America/New_York)
Wednesday, September 24, 2025; 9:00 – 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, compliance. Directors and Officers Liability is included and the Claims Made Form the policies are written on.
Colorado Course #58944
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #102485
Central: 10:00 – 1:00; IA Tuition: $42.00 (includes filing fees)
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Anti-Money Laundering
2025-09-25 09:00 - 12:00 (America/New_York)
Thursday, September 25, 2025, 9:00 – 12:00 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 cases. We also cover what is expected from us in the insurance industry.
Colorado Course #17629
Mountain: 9:00 – 12:00; CO Tuition: $39.00
Iowa Course #80611
Central: 10:00 – 1:00; IA Tuition: $42.00, (includes filing fees)
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Required Minimum Distributions
2025-09-26 09:00 - 12:00 (America/New_York)
Friday, September 26, 2025; 9:00 – 12:00 a.m. | 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 and the Secure Act changes.
Colorado Course #54436
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #84997
Central: 10:00 – 1:00; Tuition: $42.00, (includes filing fees)
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Dwellings, Property, and Toys
2025-09-29 09:00 - 13:00 (America/New_York)
Monday, September 29, 2025; 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.
Colorado Course # 48485
Mountain: 9:00 – 1:00; CO Tuition: $52.00
Iowa Course #81738
Central: 10:00 – 2:00; IA Tuition: $56.00, (includes filing fees)
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What Was Omitted, E&O
2025-09-30 09:00 - 12:00 (America/New_York)
Tuesday, September 30, 2025; 9:00 am – 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. compliance.
Colorado Course #58944
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #102485
Central: 10:00 – 1:00; IA Tuition: $42.00 (includes filing fees)
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Flood Insurance and Reform (NFIP)
2025-10-01 09:00 - 12:00 (Asia/Krasnoyarsk)
Wednesday, October 1, 2025; 9:00 – 12:00 p.m. | US/Mountain
Flood Insurance & Reform is CE approved for THREE credits, CO P&C / IA General CE credits. This course meets the guidelines provided by NFIP and is required one time to sell flood insurance. Updates to the NFIP program, premium changes, expiration date of the program, and legislative changes are included.
Colorado Course #45203
Mountain: 9:00 – 12:00; CO Tuition: $39.00
Iowa Course #80786
Central: 10:00 – 1:00; IA Tuition: $42.00 (includes filing fees)
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Employees and Insurance
2025-10-02 09:00 - 12:00 (America/New_York)
Thursday, October 2, 2025; 9:00 – 12:00 p.m. | 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, EPLI, Employee handbooks and safety, plus employer gun policies, concealed carry and handling angry clients.
Colorado Course #51077
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #81742
Central: 10:00 – 1:00; Tuition: $42.00 (includes filing fees
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Insure Your Income With Disability Insurance
2025-10-03 09:00 - 14:00 (America/New_York)
Friday, October 3, 2025; 9:00 am – 2:00 pm | US/Mountain
The course covers Social Security Disability, applying and qualifications for all ages, including SSDI challenges. Individual and Group Disability Income plans, Key Person, and Buy-Sell agreements are included. Lots of links you retain.
Colorado Course #49618
Mountain: 9:00 – 2:00; Tuition: $65.00
Iowa Course #80609
Central: 10:00 – 3:00; Tuition: $70.00, (includes filing fees)
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Fixed (Equity) Index Annuities
2025-10-06 09:00 - 13:00 (America/New_York)
Monday, October 6, 2025; 9:00 – 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 with many examples to share with prospects and clients.
Colorado Course #41413
Mountain: 9:00 – 1:00; Tuition: $52.00
Iowa Course #80787
Central: 10:00 – 2:00; Tuition $56.00 (includes filing fees)
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Commercial Property Insurance
2025-10-07 09:00 - 12:00 (America/New_York)
Tuesday, October 7, 2025; 9:00 – 12:00 p.m. | 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: 9:00 – 12:00; CO Tuition: $39.00
Iowa Course #81740
Central: 10:00 – 1:00; Tuition: $42.00, (includes filing fees)
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CO Homeowners Insurance Reform (HB13-1225)
2025-10-08 09:00 - 12:00 (America/New_York)
Wednesday, October8, 2025; 9:00 – 12:00 p.m. | US/Mountain
This course curriculum covers the new legislation requiring insurers to change for format of HO insurance by Jan 1, 2015, and meets the 3 CE credit requirement for any Colorado producer selling Homeowners insurance, based on HB13-1225. We cover Google maps of current files, clearing and mitigating property, grant funds available, CSU and the Forest Service partnership for citizens. Fair Plan Colorado info and Fortified Roofing is also included.
Colorado Course #53455 and 58972
Mountain: 9:00 – 12:00
We will be sure you have the correct course number so it will count for your CE.
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Till Divorce Do We Part
2025-10-09 09:00 - 12:00 (America/New_York)
Thursday, October 9, 2025; 9:00 – 12:00 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 men and how women often react. Change careers, different homes, or vehicles, disruption for kids and other family members. What about pets… What about the division of retirement plan/s, life insurance beneficiaries, annuities, and more. Don’t forget P&C changes. including division of vehicles and toys and insuring who is in each household. Ways we can help and support our clients.
Colorado Course #58478
Mountain: 9:00 – 12:00 a.m. Tuition: $39.00
Iowa Course #101882
Central: 10:00 – 1:00 a.m. Tuition $42.00 (includes filing fees)
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Creating A Living Legacy
2025-10-10 09:00 - 12:00 (America/New_York)
Friday, October 10, 2025; 9:00 – 12:00 p.m. | 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, Secure Act and more… Learn more about working in this specialized market.
Colorado Course #51074
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #102490
Central: 10:00 – 1:00; Tuition: $42.00, (includes filing fees)
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CO Long Term Care Partnership (LTC09P)
2025-10-13 08:00 - 16:00 (America/New_York)
Monday, October 13, 2025, 8:00am – 4:00pm | US/Mountain
CO LTC Partnership is CE and Clear Cert approved for EIGHT credits and is half of the one-time 16-hour CE requirement to sell any LTC product in Colorado. Changes with the products, market challenges, and legislation updates are included with links to retain for future reference.
Colorado Course #46368
Mountain: 8:00 – 4:00; CO Tuition: $113.00
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IA Long Term Care Partnership - 8 credits
2025-10-13 09:00 - 17:00 (America/New_York)
Monday, October 13, 2025; 9:00am – 5:00pm | US/Central
Iowa LTC Partnership Insurance training is CE and Clear Cert approved for EIGHT credits and required one time to sell any LTC product in Iowa. Changes and legislation updates are included.
Iowa Course #79047
Central: 9:00 – 5:00; IA Tuition: $121.00, includes filing fees
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CO Long Term Care Ongoing Training (LTC5HR)
2025-10-13 11:00 - 16:00 (America/New_York)
Monday, October 13, 2025; 11:00am – 4:00pm | US/Mountain
CO LTC Re-certification is CE approved for FIVE credits and is required every two years to continue selling LTC products in Colorado. Product changes and updates are covered. National proposed changes are included.
We have two course numbers approved for this training and will be sure it counts, Courses 48300 and/or 61069.
Colorado Course #48300 and/or 61069
Mountain: 11:00 – 4:00; CO Tuition: $85.00
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IA Long Term Care - 4 Recertify
2025-10-13 12:00 - 16:00 (America/New_York)
Monday, October 13, 2025; 12:00pm – 4:00pm | US/Central
IA LTC Re-certification is CE approved for FOUR credits and is required every three years to continue selling LTCi products in Iowa. Product updates and legislative changes are included.
This course will also count as an elective for those interested in the topic.
Iowa Course #78289
Central: 12:00 – 4:00; IA Tuition: $72.00, includes filing fees
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Homeowners, Neighbors, and Pets
2025-10-14 09:00 - 13:00 (America/New_York)
Tuesday, October 14, 2025; 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 pet pics in hour four.
Colorado Course # 48482
Mountain: 9:00 – 1:00; CO Tuition: 52.00
(This course is not the CO Homeowners Reform webinar)
Iowa Course #79481
Central: 10:00 – 2:00; IA Tuition: $56.00, (includes filing fees)
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Ethical Standards for Professionalism
2025-10-15 09:00 - 12:00 (America/New_York)
Wednesday, Oct 15, 2025; 9:00 – 12:00 p.m. | US/Mountain
Ethical Standards for Professionalism is CE approved for THREE state required ETHICS credits in Colorado and Iowa (classroom credits). The positive side of ethics in our industry is discussed.
Colorado Course #43080 and 19431
Mountain: 9:00 – 12:00; CO Tuition: $39.00
We will be sure you have the correct course number so it will count for your CE.
Iowa Course #76229
Central: 10:00 – 1:00; IA Tuition: $42.00, (includes filing fees)
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CGL, Occurrence vs Claims Made Policies
2025-10-16 09:00 - 13:00 (America/New_York)
Thursday, October 16, 2025; 9:00 – 1:00 p.m. | US / Mountain
CGL OCCURRENCE VS CLAIMS MADE POLICIES is CE approved for Four credits. The course qualifies for 2hr. Colorado one-time Claims Made Requirement, P&C; Iowa General CE credits. The two-policy forms are covered including Coverages A-C, D&O plus additional endorsements and forms.
Colorado Course #41411
Mountain: 9:00 – 1:00; CO Tuition: 52.00
Iowa Course # 81738
Central: 10:00 – 2:00; IA Tuition: 56.00
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Wills and Trusts
2025-10-17 09:00 - 12:00 (America/New_York)
Friday, October 17, 2025; 9:00 – 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 types of trusts and more.
Colorado Course #17630
Mountain: 9:00 – 12:00; CO Tuition: $39.00
Iowa Course #80589
Central: 10:00 – 1:00; IA Tuition: $42.00, (includes filing fees)
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Wills and Trusts
2025-10-17 09:00 - 12:00 (America/New_York)
Tuesday, December 30, 2025; 9:00 – 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 types of trusts and more.
Colorado Course #17630
Mountain: 9:00 – 12:00; CO Tuition: $39.00
Iowa Course #80589
Central: 10:00 – 1:00; IA Tuition: $42.00, (includes filing fees)
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Tie It All Together
2025-10-20 09:00 - 12:00 (America/New_York)
Monday, October 20, 2025, 9:00 – 12:00 a.m. | US/Mountain
Tie It All Together is CE approved for Three Life, A&H, P&C credits in Colorado and General CE in Iowa. The course covers cross selling all lines of insurance and building client relationships by helping them plan, manage, and cover their risk needs.
Colorado Course #58941
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #102486
Central: 10:00 – 1:00; Tuition: $42.00, (includes filing fees)
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A Historical Overview of Insurance
2025-10-20 13:00 - 14:00 (America/New_York)
Monday, October 20, 2025, 1:00 – 2:00 p.m. | US/Mountain
A Historical Overview of Insurance is CE approved for ONE credit, CO L, A&H, P&C / IA General CE credits.
This course presents a brief overview of insurance history, including some very interesting statistics…
Colorado Course #43081
Mountain: 2:00 – 3:00; CO Tuition: $13.00, Sale Price: $10.00
Iowa Course #80587
Central: 3:00 – 4:00; IA Tuition: $14.00, Sale Price: $11.00
(includes filing fees)
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Are We Really Safe (ID Theft)
2025-10-21 09:00 - 12:00 (America/New_York)
Tuesday, October 21, 2025; 9:00 – 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, compliance. Directors and Officers Liability is included and the Claims Made Form the policies are written on.
Colorado Course #58944
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #102485
Central: 10:00 – 1:00; IA Tuition: $42.00 (includes filing fees)
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Required Minimum Distributions
2025-10-22 09:00 - 12:00 (America/New_York)
Wednesday, October 22, 2025; 9:00 – 12:00 a.m. | 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.
Colorado Course #54436
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #84997
Central: 10:00 – 1:00; Tuition: $42.00, (includes filing fees)
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What Was Omitted, E&O
2025-10-23 09:00 - 12:00 (America/New_York)
Thursday, October 23, 2025; 9:00 am – 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. compliance.
Colorado Course #58944
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #102485
Central: 10:00 – 1:00; IA Tuition: $42.00 (includes filing fees)
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