CE By Design

IA Long Term Care - 4 Recertify
2026-03-12 12:00 - 16:00 (America/New_York)
Thursday, March 12, 2026; 12:00pm – 4:00pm | US/Central
IA LTC Re-certification is CE and Clear Cert 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: $58.00, includes filing fees
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Avoiding Financial Landmines
2026-03-13 09:00 - 11:00 (America/New_York)
Friday, March 13, 2026; 9:00 – 11:00 am MT | US/Mountain
Avoiding Financial Landmines is CE approved for TWO credits, CO L, A&H / IA General credits. This class covers financial landmines that we all face from inflation to retirement and solutions…Interesting facts are included.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #49617, Mountain: 9:00 – 11:00
Iowa Course #80132, Central: 10:00 – 12:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Insure Your Income With Disability Insurance
2026-03-16 09:00 - 14:00 (America/New_York)
Monday, March 16, 2026; 9:00 a.m. – 2:00 p.m. | 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #49618 – Mountain: 9:00 – 2:00
Iowa Course #80609 – Central: 10:00 – 3:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Fixed (Equity) Index Annuities
2026-03-17 09:00 - 13:00 (America/New_York)
Tuesday, March 17, 2026; 9:00 a.m. – 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #41413 – Mountain: 9:00 – 1:00
Iowa Course #80787 – Central: 10:00 – 2:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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CO Homeowners Insurance Reform (HB13-1225)
2026-03-18 09:00 - 12:00 (America/New_York)
Wednesday, March 18, 2026; 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.
Tuition: $14.00 per CE credit
Colorado Course #53455 and 58972 – Mountain: 9:00 – 12:00
We will be sure you have the correct course number so the course will count.
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Social Security, Then and Now
2026-03-19 09:00 - 12:00 (America/New_York)
Thursday, March 19, 2026; 9:00 a.m. – 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #54434 – Mountain: 9:00 – 12:00
Iowa Course #84998 – Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Autos and Wrecks
2026-03-20 09:00 - 12:00 (America/New_York)
Friday, March 20, 2026; 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #48484, Mountain: 9:00 – 12:00
Iowa Course #79482, Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Medicare Basics
2026-03-23 09:00 - 12:00 (America/New_York)
Monday, March 23, 2026; 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 open enrollment, underwriting, and opportunities for plan changes.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course# 49616 – Mountain: 9:00 – 12:00
Iowa Course# 80610 – Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Anti-Money Laundering
2026-03-24 09:00 - 12:00 (America/New_York)
Tuesday, March 24, 2026; 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #17629 – Mountain: 9:00 – 12:00
Iowa Course #80611 – Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Creating A Living Legacy
2026-03-25 09:00 - 12:00 (America/New_York)
Wednesday, March 25, 2026; 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #51074 – Mountain: 9:00 – 12:00
Iowa Course #102490 – Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Gen X and Y, It's Time to Plan
2026-03-26 09:00 - 12:00 (America/New_York)
Thursday, March 26, 2026; 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #54435 – Mountain: 9:00 – 12:00
Iowa Course #84999 – Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Insurance for Life
2026-03-27 09:00 - 14:00 (America/New_York)
Friday, March 27, 2026; 9:00am – 2:00pm | 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, Key Person coverage, Buy Sell Agreements, the Life Happens Foundation, videos and more.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #49619 – Mountain: 9:00 – 2:00
Iowa Course #80586 – Central: 10:00 – 3:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Clients With Disabled Loved Ones
2026-03-30 09:00 - 12:00 (America/New_York)
Monday, March 30, 2026; 9:00 a.m. – 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 is a market underserved, and you’ll take away the requirements and ideas needed to work in this market.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #58548 – Mountain: 9:00 – 12:00
Iowa Course #101993 – Central: 10:00- 1:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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What Was Omitted, E&O
2026-03-31 09:00 - 12:00 (America/New_York)
Tuesday, March 31, 2026; 9:00 a.m. – 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 and documentation for agents is reviewed.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #58944 – Mountain: 9:00 – 12:00
Iowa Course #102485 – Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Clients Want Security
2026-04-01 09:00 - 13:00 (America/New_York)
Wednesday, April 1, 2026; 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course # 51075, Mountain: 9:00 – 1:00
Iowa Course #81739, Central: 10:00 – 2:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Required Minimum Distributions
2026-04-02 09:00 - 12:00 (America/New_York)
Thursday, April 2, 2026; 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #54436, Mountain: 9:00 – 12:00
Iowa Course #84997, Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Medicare Basics
2026-04-02 13:00 - 16:00 (America/New_York)
Thursday, April 2, 2026; 1:00 – 4:00 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 open enrollment, underwriting, and opportunities for plan changes.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course# 49616 – Mountain: 9:00 – 12:00
Iowa Course# 80610 – Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Fixed (Equity) Index Annuities
2026-04-03 09:00 - 13:00 (America/New_York)
Friday, April 3, 2026; 9:00 a.m. – 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #41413 – Mountain: 9:00 – 1:00
Iowa Course #80787 – Central: 10:00 – 2:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Commercial Property Insurance
2026-04-06 09:00 - 12:00 (America/New_York)
Monday, April 6, 2026; 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #51076, Mountain: 9:00 – 12:00
Iowa Course #81740, Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Annuity Best Interest
2026-04-07 09:00 - 13:00 (America/Denver)
Tuesday, April 7, 2026; 9:00 a.m. – 1:00 p.m. | US/Mountain
Colorado and Iowa have officially adopted the NAIC revised Suitability in Annuity Transactions Model Regulation and Best Interest training standard required one time for all agents selling any annuity product. The requirement includes a 4-Hour Annuity Suitability and Best Interest Standards. Fixed, Index, Variable, and Annuities with LTC are also reviewed during this live webinar.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course # 64746, Mountain: 9:00 – 1:00
Iowa Course # 110124, Central: 10:00 – 2:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Employees and Insurance
2026-04-08 09:00 - 12:00 (America/New_York)
Wednesday, April 8, 2026; 9:00 am – 12:00 pm. | 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #51077, Mountain: 9:00 – 12:00
Iowa Course #81742, Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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CO Long Term Care Partnership (LTC09P)
2026-04-09 08:00 - 16:00 (America/New_York)
Thursday, April 9, 2026; 8:00 am – 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.
Tuition: $14.00 per CE credit
Colorado Course #46368
Mountain: 8:00 – 4:00; CO Tuition: $112.00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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IA Long Term Care Partnership - 8 credits
2026-04-09 09:00 - 17:00 (America/New_York)
Thursday, April 9, 2026; 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Iowa Course #79047 – Central: 9:00 – 5:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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CO Long Term Care Ongoing Training (LTC5HR)
2026-04-09 11:00 - 16:00 (America/New_York)
Thursday, April 9, 2026; 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.
Tuition: $14.00 per CE credit
Courses 48300 and/or 61069
We have two course numbers approved for this training and will be sure it counts
You will receive the link to join the webinar sent to the email on the order three days before the event.
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IA Long Term Care - 4 Recertify
2026-04-09 12:00 - 16:00 (America/New_York)
Thursday, April 9, 2026; 12:00pm – 4:00pm | US/Central
IA LTC Re-certification is CE and Clear Cert 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: $58.00, includes filing fees
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Social Security, Then and Now
2026-04-10 09:00 - 12:00 (America/New_York)
Friday, April 10, 2026; 9:00 a.m. – 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #54434 – Mountain: 9:00 – 12:00
Iowa Course #84998 – Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Anti-Money Laundering
2026-04-13 09:00 - 12:00 (America/New_York)
Monday, April 13, 2026; 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #17629 – Mountain: 9:00 – 12:00
Iowa Course #80611 – Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Ethical Standards for Professionalism
2026-04-14 09:00 - 12:00 (America/New_York)
Tuesday, April 14, 2026; 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #43080 and 19431- Mountain: 9:00 – 12:00
We have two course numbers for this course so your credits will count.
Iowa Course #76299 – Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Creating A Living Legacy
2026-04-15 09:00 - 12:00 (America/New_York)
Wednesday, April 15, 2026; 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #51074 – Mountain: 9:00 – 12:00
Iowa Course #102490 – Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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Insure Your Income With Disability Insurance
2026-04-16 09:00 - 14:00 (America/New_York)
Thursday, April 16, 2026; 9:00 a.m. – 2:00 p.m. | 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #49618 – Mountain: 9:00 – 2:00
Iowa Course #80609 – Central: 10:00 – 3:00
You will receive the link to join the webinar sent to the email on the order three days before the event.
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