CE By Design

IA Long Term Care Partnership - 8 credits
2025-08-12 09:00 - 17:00 (America/New_York)
Tuesday, Aug. 12, 2025, 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
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CO Long Term Care Ongoing Training (LTC5HR)
2025-08-12 11:00 - 16:00 (America/New_York)
Tuesday, August 12, 2025; 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 it counts, Courses 48300 and/or 61069.
Colorado Course #48300 and/or 61069
Mountain: 11:00 – 4:00; CO Tuition: $85.00
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IA Long Term Care - 4 Recertify
2025-08-12 12:00 - 16:00 (America/New_York)
Tuesday, August 12, 2025, 12:00pm – 4:00pm | US/Central
IA LTC Re-certification is CE 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: $72.00, includes filing fees
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Annuity Best Interest
2025-08-13 09:00 - 13:00 (America/Denver)
Wednesday, August 13, 2025; 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.
Colorado Course # 64746
Mountain: 9:00 – 1:00; CO Tuition: 52.00
Iowa Course # 110124
Central: 10:00 – 2:00; IA Tuition: 56.00
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Ethical Standards for Professionalism
2025-08-14 09:00 - 12:00 (America/New_York)
Thursday, August 14, 2025, 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
We will be sure you have the correct course number so it will count for your CE.
Iowa Course #76229
Central: 10:00 – 1:00; IA Tuition: $42.00, (includes filing fees)
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Creating A Living Legacy
2025-08-15 09:00 - 12:00 (America/New_York)
Friday, August 15, 2025, 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.
Colorado Course #51074
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #102490
Central: 10:00 – 1:00; Tuition: $42.00, (includes filing fees)
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CO Homeowners Insurance Reform (HB13-1225)
2025-08-18 09:00 - 12:00 (America/New_York)
Monday, August 18, 2025; 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 available, CSU and the Forest Service partnership for citizens. Fair Plan Colorado info is included.
Colorado Course #53455 and 58972
Mountain: 9:00 – 12:00
We will be sure you have the correct course number so it will count for your CE.
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Medicare Basics
2025-08-19 09:00 - 12:00 (America/New_York)
Tuesday, August 19, 2025; 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.
Colorado Course #49616
Mountain: 9:00 – 12:00; CO Tuition: $39.00
Iowa Course #80610
Central: 10:00 – 1:00; IA Tuition: $42.00, (includes filing fees)
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Social Security, Then and Now
2025-08-20 09:00 - 12:00 (America/New_York)
Wednesday, August 20, 2025; 9:00 – 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.
Colorado Course #54434
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #84998
Central: 10:00 – 1:00; Tuition: $42.00 (includes filing fees)
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Insure Your Income With Disability Insurance
2025-08-21 09:00 - 14:00 (America/New_York)
Thursday, August 21, 2025; 9:00 am – 2:00 pm | 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
Iowa Course #80609
Central: 10:00 – 3:00; Tuition: $70.00, (includes filing fees)
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Anti-Money Laundering
2025-08-22 09:00 - 12:00 (America/New_York)
Friday, August 22, 2025, 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.
Colorado Course #17629
Mountain: 9:00 – 12:00; CO Tuition: $39.00
Iowa Course #80611
Central: 10:00 – 1:00; IA Tuition: $42.00, (includes filing fees)
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Gen X and Y, It's Time to Plan
2025-08-25 09:00 - 12:00 (America/New_York)
Monday, August 25, 2025; 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.
Colorado Course #54435:
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #84999
Central: 10:00 – 1:00; Tuition: $42.00, (includes filing fees)
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Dwellings, Property, and Toys
2025-08-26 09:00 - 13:00 (America/New_York)
Tuesday, August 26, 2025; 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 resources provided.
Colorado Course # 48485
Mountain: 9:00 – 1:00; CO Tuition: $52.00
Iowa Course #81738
Central: 10:00 – 2:00; IA Tuition: $56.00, (includes filing fees)
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Till Divorce Do We Part
2025-08-27 09:00 - 12:00 (America/New_York)
Wednesday, August 27, 2025, 9:00 – 12:00 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 and how women often react. Change careers, different homes, or vehicles, disruption for kids and other family members. What about pets… What about the division of retirement plan/s, life insurance beneficiaries, annuities, and more. Don’t forget P&C changes. including division of vehicles and toys and insuring who is in each household. Ways we can help and support our clients.
Colorado Course #58478
Mountain: 9:00 – 12:00 a.m. Tuition: $39.00
Iowa Course #101882
Central: 10:00 – 1:00 a.m. Tuition $42.00 (includes filing fees)
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Wills and Trusts
2025-08-28 09:00 - 12:00 (America/New_York)
Thursday, August 28, 2025; 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 trusts and more.
Colorado Course #17630
Mountain: 1:00 – 4:00; CO Tuition: $39.00
Iowa Course #80589
Central: 2:00 – 5:00; IA Tuition: $42.00, (includes filing fees)
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Here Come the Boomers
2025-08-29 13:00 - 16:00 (America/New_York)
Monday, August 29, 2025; 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 baby boomers influence on TV, advertising and more. All lines of insurance are covered.
Colorado Course #48483
Mountain: 1:00 -4:00; CO Tuition: $39.00
Iowa Course # 79483
Central: 2:00 – 5:00; IA Tuition: $42.00 (includes filing fees)
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Clients Want Security
2025-09-02 09:00 - 13:00 (America/New_York)
Tuesday, September 2, 2025; 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 Course # 51075
Mountain: 9:00 – 1:00; CO Tuition: $52.00
Iowa Course #81739
Central: 10:00 – 2:00; IA Tuition: $56.00, (includes filing fees)
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Insurance for Life
2025-09-03 09:00 - 14:00 (America/New_York)
Wednesday, September 3, 2025; 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, the Life Happens Foundation, videos and more.
Colorado Course #49619
Mountain: 9:00 – 2:00; CO Tuition: $65.00
Iowa Course #80586
Central: 10:00 – 3:00; IA Tuition: $70.00, (includes filing fees)
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Clients With Disabled Loved Ones
2025-09-04 09:00 - 12:00 (America/New_York)
Thursday, September 4, 2025; 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. This is a market underserved and you’ll take away the requirements and ideas needed to work in this market.
Colorado Course #58548
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #101993
Central: 10:00 – 1:00; Tuition: $42.00 (includes filing fees)
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Commercial Property Insurance
2025-09-05 09:00 - 12:00 (America/New_York)
Friday, September 5, 2025, 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.
Colorado Course #51076
Mountain: 9:00 – 12:00; CO Tuition: $39.00
Iowa Course #81740
Central: 10:00 – 1:00; Tuition: $42.00, (includes filing fees)
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Avoiding Financial Landmines
2025-09-08 09:00 - 11:00 (America/New_York)
Monday, September 8, 2025, 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.
Colorado Course #49617
Mountain: 9:00 – 11:00, Tuition: $26.00
Iowa Course #80132
Central: 10:00 – 12:00, Tuition: $28.00 (includes filing fees)
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CO Long Term Care Partnership (LTC09P)
2025-09-09 08:00 - 16:00 (America/New_York)
Tuesday, September 9, 2025, 2025; 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.
Colorado Course #46368
Mountain: 8:00 – 4:00; CO Tuition: $113.00
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IA Long Term Care Partnership - 8 credits
2025-09-09 09:00 - 17:00 (America/New_York)
Tuesday, September 9,2025; 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
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CO Long Term Care Ongoing Training (LTC5HR)
2025-09-09 11:00 - 16:00 (America/New_York)
Tuesday, September 9; 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 it counts, Courses 48300 and/or 61069.
Colorado Course #48300 and/or 61069
Mountain: 11:00 – 4:00; CO Tuition: $85.00
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IA Long Term Care - 4 Recertify
2025-09-09 12:00 - 16:00 (America/New_York)
Tuesday, September 9, 2025; 12:00pm – 4:00pm | US/Central
IA LTC Re-certification is CE 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: $72.00, includes filing fees
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Umbrellas Cover When It Rains
2025-09-10 09:00 - 23:00 (America/New_York)
Wednesday, September 10, 2025; 9:00 – 11:00 a.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: 9:00 – 11:00 p.m. Tuition: $26.00
Iowa Course #79480
Central: 10:00 – 12:00 p.m. Tuition: $28.00 (includes filing fees)
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Homeowners, Neighbors, and Pets
2025-09-11 09:00 - 13:00 (America/New_York)
Thursday, September 11, 2025; 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, Fortified Roofing, and rate increases. The discussion of neighbor’s rights, plus pets are included. You get to share your pet pics in hour four.
Colorado Course # 48482
Mountain: 9:00 – 1:00; CO Tuition: 52.00
(This course is not the CO Homeowners Reform webinar)
Iowa Course #79481
Central: 10:00 – 2:00; IA Tuition: $56.00, (includes filing fees)
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Annuity Best Interest
2025-09-12 09:00 - 13:00 (America/Denver)
Friday, September 12, 2025; 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.
Colorado Course # 64746
Mountain: 9:00 – 1:00; CO Tuition: 52.00
Iowa Course # 110124
Central: 10:00 – 2:00; IA Tuition: 56.00
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Business Vehicle Insurance
2025-09-15 09:00 - 11:00 (America/New_York)
Monday, September 15, 2025, 9:00 – 11:00 a.m. | US/Mountain
Business Vehicle Insurance is CE approved for Two P&C credits in Colorado and General CE in Iowa. The policy form is covered and when should the coverage be in the business name. Learn about IIHS roadway safety, Insurance Information Institute and NHTSA updates.
Colorado Course #58488
Mountain: 9:00 – 11:00; Tuition: $26.00
Iowa Course #101957
Central: 10:00 – 12:00; Tuition: $28.00 (includes filing fees)
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Workers Compensation Basics
2025-09-15 13:00 - 15:00 (America/New_York)
Monday, September 15, 2025; 1:00 – 3:00 p.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 works, and OSHA info is also included.
Colorado Course #58487
Mountain 1:00 – 3:00; Tuition: $26.00
Iowa Course #101913
Central: 2:00 – 4:00; Tuition: $28.00 (includes filing fees)
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