Wednesday, July 23, 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...
Thursday, July 24, 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...
Friday, July 25, 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. This...
Monday, July 28, 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...
Tuesday, July 29, 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...
Wednesday, July 30, 2025; 9:00 - 12:00 p.m. | US/Mountain Medicare Basics is CE approved for THREE credits, CO L, A&H / IA General CE Classroom credits. This course covers the history of Medicare, the parts of Medicare (A & B), Supplements, Advantage Plans (Part C), Drug Plans (Part D), and Medicaid basics. Learn about...
Thursday, July 31, 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...
Friday, August 1, 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....
Monday, August 4, 2025; 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...
Tuesday, August 5, 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...
Wednesday, August 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...
Thursday, August 7, 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 and a discussion of neighbor's rights, plus our pets. You get to share your pet pics for hour four....
