Monday, Nov 27, 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, fixed, index, variable, and Annuity with LTC. Colorado Course # 64746 Mountain: 9:00 - 1:00; CO Tuition:...
Tuesday, Nov 28, 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. Senior challenges, the Secure Act 2.0, some Annuities, Wills and more is included. Colorado Course...
Tuesday, Nov 29, 2023, 9:00pm - 12:00pm | 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, Nov 29 , 2023 1:00pm - 3:00pm | 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: 1:00 -...
Thursday, Nov 30, 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... Future plans to change Social Security are...
Friday, December 1, 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. Directors and Officers Liability is included and the Claims Made Form...
Monday, December 4, 2023, 9:00 am - 12:00 pm | 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...
Monday, December 4, 2023, 1:00 - 4:00 pm | 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...
Wednesday, Dec 6, 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 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....
Wednesday, Dec 6, 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. Changes and legislation updates are included. Iowa Course #79047 Central: 9:00 - 5:00; IA Tuition: $121.00, includes filing fees Add to...
Wednesday, Dec 6, 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. Product changes and updates are covered. National proposed changes are included. We have two course numbers approved for this training and will be sure...
Thursday, December 7, 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 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. Colorado...
Friday, December 8, 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). The positive side of ethics in our industry is discussed. Colorado Course #43080 and 19431 Mountain: 9:00 - 12:00; CO Tuition: $39.00 We will be sure you...
Monday, December 11, 2023, 9:00 - 12:00 pm | 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: 9:00 - 12:00; Tuition:...
Tuesday, Dec 12, 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, Directors and Officers plans, and NAIC requirements for companies with challenges. compliance....
Tuesday, Dec 12, 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: 1:00 - 2:00; CO Tuition: $13.00 Iowa Course #80587 Central: 2:00 -...
Wednesday, Dec 13, 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, Secure Act and more... Learn more about working in this specialized market....
Wednesday, December 13, 2023, 1:00 - 3:00 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...Interesting facts are included. Colorado Course #49617 Mountain: 1:00 - 3:00 p.m. Tuition: $26.00 Iowa Course #80132...
Thursday, December 14, 2023, 9:00 - 12:00 | 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, Dec 14, 2023, 1:00 - 4:00 pm | 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...
Monday, December 18, 2023, 9:00 - 12:00 pm | 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;...
Monday, December 18, 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. How the claims process work and OSHA info is also included. Colorado Course...
Tuesday, December 19, 2023, 9:00pm - 12:00pm | 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, December 19 , 2023 1:00pm - 3:00pm | 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: 1:00 -...
Wednesday, December 20, 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 with key features of the complex product are covered with many...
Thursday, December 21, 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... Future plans to change Social Security are...
Thursday, December 21, 2023, 9:00am - 12:00pm | 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....
Friday, December 22, 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, 4 wheelers, and more. Lots of references to keep. Colorado Course # 48485 Mountain:...
Wednesday, December 27, 2023, 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...
Thursday, December 28, 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 life policies, both individual and group. We cover the history of products, people who lost family members without life insurance, the Life Happens...
Thursday, December 28, 2023, 2:00pm - 3:00pm | US/Mountain Modified Endowments is CE approved for ONE credit in Colorado, Life, A&H and IA General Classroom credits. Learn about Modified Endowment history and rules plus 1035 Exchanges. Colorado Course #58479 Mountain: 2:00 - 3:00 Tuition: $13.00 Iowa Course #101912 Central: 3:00 - 4:00 Tuition: $14.00,...
Friday, December 29, 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. Senior challenges, the Secure Act 2.0, some Annuities, Wills and more is included. Colorado Course...
