CE By Design

Ethical Standards for Professionalism
2026-06-11 11:00 - 14:00 (America/New_York)
Thursday, June 11, 2026; 11:00 – 2:00 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 check out
Colorado Course #43080 and 19431- Mountain: 11:00 – 2:00
We have two course numbers for this course so your credits will count.
Iowa Course #76299 – Central: 12:00 – 3:00
You will receive the link to join the webinar sent to the email on the order before the event.
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Insurance for Life
2026-06-12 09:00 - 14:00 (America/New_York)
Friday, June 12, 2026; 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, Key Person coverage, Buy Sell Agreements, the Life Happens Foundation, videos and more.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #49619 – Mountain: 9:00 – 2:00
Iowa Course #80586 – Central: 10:00 – 3:00
You will receive the link to join the webinar sent to the email on the order before the event.
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Fixed (Equity) Index Annuities
2026-06-15 09:00 - 13:00 (America/New_York)
Monday, June 15, 2026; 9:00 a.m. – 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 many examples to share with prospects and clients.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #41413 – Mountain: 9:00 – 1:00
Iowa Course #80787 – Central: 10:00 – 2:00
You will receive the link to join the webinar sent to the email on the order before the event.
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Clients With Disabled Loved Ones
2026-06-16 09:00 - 12:00 (America/New_York)
Tuesday, June 16, 2026; 9:00 a.m. – 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #58548 – Mountain: 9:00 – 12:00
Iowa Course #101993 – Central: 10:00- 1:00
You will receive the link to join the webinar sent to the email on the order before the event.
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CO Homeowners Insurance Reform (HB13-1225)
2026-06-17 11:00 - 14:00 (America/New_York)
Wednesday, June 17, 2026; 11:00 – 2:00 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 and mitigating property, grant funds available, CSU and the Forest Service partnership for citizens. Fair Plan Colorado info and Fortified Roofing is also included.
Tuition: $14.00 per CE credit
Colorado Course #53455 and 58972 – Mountain: 11:00 – 2:00
We will be sure you have the correct course number so the course will count.
You will receive the link to join the webinar sent to the email on the order before the event.
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Required Minimum Distributions
2026-06-18 10:00 - 13:00 (America/New_York)
Thursday, June 18, 2026; 10:00 – 1:00 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, Secure Act changes and Qualified Longevity Annuities – QLAC.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #54436, Mountain: 10:00 – 1:00
Iowa Course #84997, Central: 11:00 – 2:00
You will receive the link to join the webinar sent to the email on the order before the event.
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Creating A Living Legacy
2026-06-19 10:00 - 13:00 (America/New_York)
Friday, June 19, 2026; 10:00 – 1:00 pm | US/Mountain
This course is CE approved for Three Life, A&H credits in CO, and General CE credits in Iowa. The content 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #51074 – Mountain: 10:00 – 1:00
Iowa Course #102490 – Central: 11:00 – 2:00
You will receive the link to join the webinar sent to the email on the order before the event.
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Tie It All Together
2026-06-22 09:00 - 12:00 (America/New_York)
Monday, June 22, 2026; 9:00 a.m. – 12:00 p.m. | 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. These processes increase client loyalty and retention as your book of business is developed. Learn how implement a plan of action with goals that help with cost savings for clients.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #58941 – Mountain: 9:00 – 12:00
Iowa Course #102486 – Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order before the event.
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Umbrellas Cover When It Rains
2026-06-22 13:00 - 15:00 (America/New_York)
Monday, June 22, 2026; 1:00 – 3:00 pm | 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #48486 – Mountain: 1:00 – 3:00 pm
Iowa Course #79480 – Central: 2:00 – 4:00 pm
You will receive the link to join the webinar sent to the email on the order before the event.
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Insure Your Income With Disability Insurance
2026-06-23 09:00 - 14:00 (America/Denver)
Tuesday, June 23, 2026; 9:00 a.m. – 2:00 p.m. | US/Mountain
May is National Disability Awareness Month. The course covers Social Security Disability, applying and qualifications for all ages, including SSDI challenges. Several programs for those on SSDI that want to be working are available, and we cover the successes of those programs. Individual and Group Disability Income plans, Key Person, and Buy-Sell agreements are included. Lots of links you retain.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #49618 – Mountain: 9:00 – 2:00
Iowa Course #80609 – Central: 10:00 – 3:00
You will receive the link to join the webinar sent to the email on the order before the event.
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Homeowners, Neighbors, and Pets
2026-06-24 09:00 - 13:00 (America/New_York)
Wednesday, June 24, 2026; 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #48482, Mountain: 9:00 – 1:00
(This course is not the CO HO Reform required webinar)
Iowa Course #79481, Central: 10:00 – 2:00
You will receive the link to join the webinar sent to the email on the order before the event.
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Clients Want Security
2026-06-25 09:00 - 13:00 (America/New_York)
Thursday, June 25, 2026; 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course # 51075, Mountain: 9:00 – 1:00
Iowa Course #81739, Central: 10:00 – 2:00
You will receive the link to join the webinar sent to the email on the order before the event.
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Business Vehicle Insurance
2026-06-26 09:00 - 11:00 (America/New_York)
Friday, June 26, 2026; 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #58488, Mountain: 9:00 – 11:00
Iowa Course #101957, Central: 10:00 – 12:00
You will receive the link to join the webinar sent to the email on the order before the event.
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Workers Compensation Basics
2026-06-26 12:00 - 14:00 (America/New_York)
Friday, June 26, 2026; 12:00 – 2:00 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #58487 – Mountain: 1:00 – 3:00
Iowa Course #101913 – Central: 2:00 – 4:00
You will receive the link to join the webinar sent to the email on the order before the event.
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Social Security, Then and Now
2026-06-29 09:00 - 12:00 (America/New_York)
Monday, June 29 2026; 9:00 a.m. – 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course #54434 – Mountain: 9:00 – 12:00
Iowa Course #84998 – Central: 10:00 – 1:00
You will receive the link to join the webinar sent to the email on the order before the event.
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Annuity Best Interest
2026-06-30 09:00 - 13:00 (America/Denver)
Tuesday, June 30, 2026; 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.
Tuition: $14.00 per CE credit
Iowa – $1.50 per CE credit for filing fees added at check out
Colorado Course # 64746, Mountain: 9:00 – 1:00
Iowa Course # 110124, Central: 10:00 – 2:00
You will receive the link to join the webinar sent to the email on the order before the event.
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