Wednesday, May 22, 2024, 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...
Thursday, May 23, 2024, 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...
Wednesday, May 29, 2024, 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 references to keep. Colorado Course # 48485 Mountain:...
Thursday, May 30, 2024, 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 with key features of the complex product are covered with many...
Friday, May 31, 2024, 9:00 - 12:00 p.m. | 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. Interesting facts about the history of...
Monday, June 3, 2024, 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, Directors and Officers plans, and NAIC requirements for companies with challenges....
Monday, June 3, 2024, 1:00 - 4:00 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...
Tuesday, June 4, 2024, 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, working from home, hiring the right people, product shortage, business insurance policies, key people in small business, inflation, and...
Tuesday, June 4, 2024, 1:00 - 4:00 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...
Wednesday, June 5, 2024, 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...
Wednesday, June 5, 2024, 1:00 - 4:00 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 includes RMD rules, tables for contributions, IRS guidelines with new extensions included and the Secure Act changes. Colorado Course #54436 Mountain: 1:00 - 4:00; Tuition:...
Friday, June 7, 2024, 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....
