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Monday, Nov. 2, 2026; 8:00 a.m. - 11:00 p.m. | US/Mountain Are We Really Safe, ID Theft is CE approved for Three L, A&H, P&C credits in Colorado and General CE in Iowa. The course covers various types of ID Theft, Scams, Federal Trade Commission, stories of ID theft challenges, and lots of website references.... |
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Tuesday, Nov. 3, 2026; 8:00 - 11:00 | 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... |
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Wednesday, Nov. 4 2026; 8:00 - 11:00 | US/Mountain Tie It All Together is CE approved for Three credits, Colorado Life, Health, P&C; and Iowa General credits. Cross-selling and Up-selling discussed for all lines of insurance products. Client development discussed by providing clients and prospects with a comprehensive insurance portfolio focused on their risks needs.... |
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Thursday, Nov. 5, 2026; 8:00 - 11:00 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... |
1 event,Friday, Nov 6, 2026; 8:00 a.m. - 12:00 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... |
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Monday, Nov. 9 2026; 10:00 - 1:00 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... |
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Tuesday, Nov 10, 2026; 8:00 - 11:00 | 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... |
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Wednesday, Nov 11, 2026; 8:00 - 11:00 | 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. Tuition: $14.00 per... |
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Thursday, Nov 12, 2026; 8:00 am - 4:00 pm | 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...
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Thursday, Nov 12, 2026; 9:00 am - 5:00 pm | 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...
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Thursday, Nov 12, 2026; 11:00 am - 4:00 pm | 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... |
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Friday, Nov 13, 2026; 8:00 a.m. - 11:00 | 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... |
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Monday, Nov. 16, 2026; 8:00 a.m. - 12:00 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,... |
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Tuesday, Nov 17, 2026; 10:00 - 1:00 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... |
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Wednesday, Nov 18, 2026; 8:00 - 11:00 | 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.... |
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Thursday, Nov 19; 8:00 - 11:00 | 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... |
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Friday, Nov 20, 2026; 8:00 - 11:00 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... |
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Monday, Nov. 23, 2026, 8:00 - 12:00 | 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. Tuition: $14.00 per CE credit Iowa... |
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Tuesday, Nov 24, 2026; 8:00 - 11:00 | 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... |
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