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...
Thu, Sep 7, 2023 2:00 - 3:00 pm | 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...
Fri, Sep 8, 2023 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 requirement to sell any LTC product in Colorado. Changes and legislation updates are included. Colorado Course #46368 Mountain: 8:00 - 4:00; CO Tuition: $113.00 Add to...
Fri, Sep 8, 2023 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. We want you to have a good CE webinar experience with us. You will receive an FAQ sent to the email...
Fri, Sep 8, 2023 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. State, Clear Cert approved. We have two course numbers approved for this training and will be sure it counts, Courses 48300 and/or 61069. Colorado Course...
Mon, Sep 11, 2023 9:00am - 12:00pm | US/Mountain Ethical Standards for Professionalism is CE approved for THREE state required ETHICS credits in Colorado and Iowa (classroom credits) Colorado Course #43080 and 19431 Mountain: 9:00 - 12:00; CO Tuition: $39.00 We will be sure you have the correct course number so it will count for your...
Mon, Sep 11, 2023 1:00pm - 4:00pm | 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. Colorado Course #53455 and 58972 Mountain: 1:00 - 4:00; CO...
Tue, Sep 12, 2023 9:00am - 12:00pm | 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, Supplements, and Medicaid. Learn about what clients on Medicare go through open enrollment or otherwise. Colorado Course #49616 Mountain: 9:00 - 12:00; CO Tuition:...
Tue, Sep 12, 2023 1:00pm - 4:00pm | 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 trusts and when needed is also included and more. Colorado Course #17630 Mountain: 1:00 - 4:00;...
Wed, Sep 13, 2023 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. The Secure Act and Secure 2.0 is also covered. Senior challenges, some Annuities, Wills and more...
Wed, Sep 13, 2023 2:00pm - 4:00pm | 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: 2:00 - 4:00...
Thu, Sep 14, 2023 9:00am - 12:00pm | US/Mountain Commercial Property Insurance is CE approved for Three CE Credits, Colorado P&C and Iowa General classroom CE. The course covers the commercial property form from home based businesses, Business Owners Policy, BOP, and large businesses, Commercial Package Policies (CPP). Colorado Course #51076 Mountain: 9:00 - 12:00; CO...
Thu, Sep 14, 2023 1:00pm - 3:00pm | US/Mountain Workers Compensation Basics is CE approved for TWO CE credits, CO P&C and Iowa General Classroom CE Credits. The history of Workers Compensation is presented. How the coverage works for employees and employers. OSHA info is also included. Colorado Course #58487: add to cart Mountain: 1:00 -...
Fri, Sep 15, 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 plans, Key Person, and Buy-Sell agreements are included. Colorado Course...
Fri, Sep 15, 2023 2:00pm - 3:00pm | US/Mountain A Historical Overview of Insurance is CE approved for ONE credit, CO L, A&H, P&C / IA General CE credits. This course presents a brief overview of insurance history, including some very interesting statistics... Colorado Course #43081 Mountain: 2:00 - 3:00; CO Tuition: $13.00 Iowa Course #80587 Central: 3:00 - 4:00;...
Mon, Sep 18, 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 credits in CO, and Three General CE credits in Iowa. The course covers working with clients in those generations, their interests, and inflation challenges...
Mon, Sep 18, 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 inflation and retirement challenges. All lines of insurance are covered. Colorado Course...
Tue, Sep 19, 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: $52.00...
Tuesday, Sept 19 2023, 2:00pm - 5:00pm | 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 of...
All dates | US/Mountain The Reschedule fee is $25.00 for any purchase changes. Upon checkout, please include your original Invoice number, and Course Info that you are rescheduling from and rescheduling to. Rescheduled webinars will receive a link and information to join from dana@cebydesign.com. Contact: Dana at CE by Design, LLC Phone: 719.265.8406 | 515.462.3013...
Wed, Sep 20, 2023 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 discussed...
Wed, Sep 20, 2023 1:00am - 3:00pm | US/Mountain Business Vehicle Insurance is CE approved for Two P&C credits in Colorado and General CE in Iowa. The policy is covered and when should the coverage be in the business name. Learn about an Air Bag sensor which is taken apart. NHTSA info is covered. Colorado...
Thu, Sep 21, 2023 9:00am - 1:00pm | US/Mountain Annuity Best Interest required one-time training is available for any agent selling annuity products. The Best Interest rules are covered and a review of the different types of annuities. Colorado Course # 64746: add to cart Mountain: 9:00 - 1:00; CO Tuition: 52.00 Pending approval in Iowa Add...
Thursday, Sept 21, 2023 2:00 MT 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... Colorado Course #49617 Mountain: 2:00 - 4:00 p.m. Tuition: $26.00 Iowa Course #80132 Central: 3:00 - 5:00 p.m....
Fri, Sep 22, 2023 9:00am - 12:00pm | 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...
Mon, Sep 25, 2023 9:00am - 1:00pm | US/Mountain Homeowners, Neighbors, and Pets is CE approved for Four CE credits. Colorado P&C, Iowa General credits. The course covers the basics in the Homeowners forms, a discussion of neighbors rights, and our pets. Dog bite liability, pets training and care are included. You get to share your pet...
Tue, Sep 26, 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, Sep 27, 2023,9:00 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, Colorado Course #51077 Mountain: 9:00 - 12:00; Tuition: $39.00 Iowa Course #81742 Central: 10:00 -...
Thu, Sep 28, 2023 9:00am - 12:00pm | 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, and more... Colorado Course #51074 Mountain: 9:00 - 12:00; Tuition: $39.00 Iowa Course...
Fri, Sep 29, 2023 9:00am - 12:00pm | 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... Colorado Course #54434 Mountain: 9:00 - 12:00; Tuition: $39.00 Iowa Course #84998...
