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 Exchanges. Colorado Course #58479 Mountain: 2:00 - 3:00 Tuition: $13.00 Iowa Course #101912 Central: 3:00 - 4:00 Tuition: $14.00, includes filing fees Add...
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 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, 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, A&H, P&C credits in CO, and Three General CE credits in Iowa. The course covers working with clients in those generations and inflation challenges moving...
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 discussion about the many issues all Boomers have faced and will be dealing with moving forward, including retirement challenges and inflation. All lines of insurance...
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 business including Key Person Insurance, Buy-Sell Agreements, BOP policies and more. Colorado Course #51078 Mountain: 9:00 -12:00; CO Tuition: $39.00 Iowa Course #81743 Central: 10:00...
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 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:...
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 covers Social Security Disability, applying and qualifications, including SSDI challenges. Individual and Group Disability Income coverage is also covered. Colorado Course #49618 Mountain: 8:00 -...
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 and Omissions, what agents should be aware of, the history of E&O, compliance. Colorado Course #58944 Mountain: 9:00 - 12:00; Tuition: $39.00 Iowa Course #102485...
Monday, September 4, 2023 Happy Labor Day... Best wishes on Labor Day to our wonderful clients.
Wed, Sep 6, 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 Mountain: ...
Wed, Sep 6, 2023 1:00pm - 4:00pm | 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, the Secure Act and Secure 2.0. IRS guidelines are covered. Colorado Course #54436 Mountain: 1:00 - 4:00; Tuition: $39.00 Iowa Course #84997 Central: 2:00...
Thu, Sep 7, 2023 8:00am - 1:00pm | US/Mountain Insurance for Life is CE approved for FIVE credits; CO L, A&H / IA General Classroom credits. This course covers all types of group and individual life policies, the history of products, Key Person and Buy-Sell agreements. Colorado Course #49619 Mountain: 8:00 - 1:00; CO Tuition: $65.00 Iowa Course #80586...
