Monday, September 30, 2024, 9:00 - 12:00 pm | 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,...
Monday, September 30, 2024, 1:00 - 4:00 pm | 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...
Tuesday, October 1, 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...
Wednesday, October 2, 2024, 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...
Wednesday, October 2, 1:00 - 4:00 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, compliance. Directors and Officers Liability is included and the Claims Made Form...
Thursday, Oct 3, 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 Liquor and Pollution liability and more. Colorado Course...
Friday, October 4, 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...
Tuesday, October 8, 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, October 8, 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, Sale Price: $107.00 (includes filing...
Tuesday, October 8, 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...
Wednesday, October 9, 2024, 12:00 - 3:00 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...
Thursday, October 10, 2024, 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. Colorado Course #43080 and 19431 Mountain: 9:00 - 12:00; CO Tuition: $39.00, Sale Price: $30.00 We...
Thursday, October 10, 2024, 1:00 - 3:00 pm 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. Colorado Course #49617 Mountain: 1:00 - 3:00, Tuition: $26.00, Sale...
Friday, Oct. 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....
Friday, October 11, 1:00 - 4:00 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....
Monday, October 14, 2024, 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...
Monday, October 14, 2024, 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, Sales Price: $10.00 Iowa Course #101912 Central: 3:00 - 4:00...
Tuesday, October 15, 9:00 - 12:00 p.m. | 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...
Tuesday, October 15, 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...
Wednesday, October 16, 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...
Wednesday, October 16, 2024, 1:00 - 4:00 pm | 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...
Thursday, October 17, 2024, 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 clearing and mitigating property, grant funds...
Thursday, Oct 17, 2024, 1:00 - 4:00 p.m. | US Mountain Tie It All Together is CE approved for Three Life, A&H, P&C credits in Colorado and General CE in Iowa. The course covers cross selling all lines of insurance and building client relationships by helping them plan, manage, and cover their risk needs. Colorado...
Friday, October 18, 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 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:...
Friday, October 18, 2024, 1:00 - 4:00 p.m. | US/Mountain Till Divorce Do We Part (I do, I don't) is CE approved for THREE Colorado Life, A&H, P&C credits and Iowa General Classroom Credits. It's more than just not liking the other person. What happens to families, kids, spending habits, budgets... The effect on men...
Monday, October 21, 2024, 9:00 - 12:00 pm | 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,...
Tuesday, Oct. 22, 9:00am - 1:00pm | 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...
Wednesday, October 23, 2024, 9:00 - 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....
Wednesday, October 23, 2024, 1:00 - 4:00 pm. - 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...
Thursday, October 24, 2024, 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, October 24, 2024, 2:00 - 3:00 p.m. | 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, Sale Price: $10.00 Iowa Course...
Friday, Oct 25, 2024, 9:00am - 2:00pm | 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. Colorado Course #49618 Mountain: 9:00 - 2:00; Tuition: $65.00, Sale Price: $50.00 Iowa...
Monday, October 28, 2024, 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...
Monday, October 28, 2024, 1:00 - 4:00 p.m. | 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. Interesting facts about the history of...
Tuesday, October 29, 2024, 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....
Wednesday, Oct 30, 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...
Wednesday, Oct 30, 2024, 1:00 - 3:00 p.m. | 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....
Thursday, Oct 31 2024, 9:00 - 11:00 a.m. | 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...
