Tuesday, August 27, 2024, 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...
Wednesday, August 28, 2024, 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...
Tuesday, Sept 3, 9:00 - 12:00 A.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...
Thursday, Sept 5, 2024, 9:00am - 1:00pm | US/Mountain Clients Want Security is CE approved for Four CE credits. Colorado L, A&H, Iowa General credits. The course covers current inflation and other challenges facing all of us and our clients. Senior challenges, the Secure Act 2.0, some Annuities, Wills, Medicare and more is included. Colorado...
Friday, Sept. 6, 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 life policies, both individual and group. We cover the history of products, people who lost family members without life insurance, the Life Happens Foundation,...
Tuesday, Sept 10, 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....
Tuesday, Sept 10, 2024, 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 Add to...
Tuesday, Sept 10, 2024, 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...
Tuesday, Sept 10, 2024, 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...
Wednesday, September 11, 2024, 9:00 - 12:00 p.m. MT | 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....
Thursday, September 12, 2024, 9:00 - 12:00 p.m.| 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, September 12, 1:00 - 3:00 p.m. | US/Mountain Umbrellas Cover When It Rains is CE approved for Two P&C Credits in Colorado and General Credits in Iowa. The course focuses on personal umbrellas, when to recommend which limits, and the policy itself. Business umbrellas are also included. Colorado Course #48486 Mountain: 1:00 - 3:00...
