CE By Design

Medicare Basics
2023-12-14 13:00 - 16:00 (America/New_York)
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 open enrollment, underwriting, and opportunities for plan changes.
Colorado Course #49616
Mountain: 1:00 – 4:00; CO Tuition: $39.00
Iowa Course #80610
Central: 2:00 – 5:00; IA Tuition: $42.00, (includes filing fees)
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Commercial Property Insurance
2023-12-18 09:00 - 12:00 (America/New_York)
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; CO Tuition: $39.00
Iowa Course #81740
Central: 10:00 – 1:00; Tuition: $42.00, (includes filing fees)
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Workers Compensation Basics
2023-12-18 13:00 - 15:00 (America/New_York)
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 #58487Mountain: 1:00 – 3:00 p.m. Tuition: $26.00
Iowa Course #101913
Central: 2:00 – 4:00 p.m. Tuition: $28.00 (includes filing fees)
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Employees and Insurance
2023-12-19 09:00 - 12:00 (America/New_York)
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 Course #51077
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #81742
Central: 10:00 – 1:00; Tuition: $42.00 (includes filing fees
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Umbrellas Cover When It Rains
2023-12-19 13:00 - 15:00 (America/New_York)
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 – 3:00 p.m. Tuition: $26.00
Iowa Course #79480
Central: 2:00 – 4:00 p.m. Tuition: $28.00 (includes filing fees)
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Fixed (Equity) Index Annuities
2023-12-20 09:00 - 13:00 (America/New_York)
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 examples to share with prospects and clients.
Colorado Course #41413
Mountain: 9:00 – 1:00 p.m. Tuition: $52.00
Iowa Course #80787
Central: 10:00 – 2:00 p.m. Tuition $56.00 (includes filing fees)
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Social Security, Then and Now
2023-12-21 09:00 - 12:00 (America/New_York)
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 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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Anti-Money Laundering
2023-12-21 13:00 - 16:00 (America/New_York)
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. We also cover what is expected from us in the insurance industry.
Colorado Course #17629
Mountain: 1:00 – 4:00; CO Tuition: $39.00
Iowa Course #80611
Central: 2:00 – 5:00; IA Tuition: $42.00, (includes filing fees)
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Dwellings, Property, and Toys
2023-12-22 09:00 - 13:00 (America/New_York)
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: 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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Christmas
2023-12-25
Monday, December 25, 2023
CE by Design will be closed from December 22 – 26.
Enjoy time with those who are special to you.
I wish you a Merry Christmas and a prosperous New Year.
Thank you for your continued support.

Insuring Small Business
2023-12-27 09:00 - 12:00 (America/New_York)
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 more.
Colorado Course #51078
Mountain: 9:00 -12:00; CO Tuition: $39.00
Iowa Course #81743
Central: 10:00 – 1:00; IA Tuition: $42.00, (includes filing fees)
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Insurance for Life
2023-12-28 08:00 - 13:00 (America/New_York)
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 Foundation, videos and more.
Colorado Course #49619
Mountain: 8:00 – 1:00; CO Tuition: $65.00
Iowa Course #80586
Central: 9:00 – 2:00; IA Tuition: $70.00, (includes filing fees)
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Modified Endowments
2023-12-28 14:00 - 15:00 (America/New_York)
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, includes filing fees
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Clients Want Security
2023-12-29 09:00 - 13:00 (America/New_York)
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 # 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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Autos and Wrecks
2024-01-03 09:00 - 12:00 (America/New_York)
Wednesday, Jan 3, 2024, 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
Mountain: 1:00 – 4:00; Tuition: $39.00
Iowa Course #79482
Central: 2:00 – 5:00; Tuition: $42.00, (includes filing fees)
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Commercial Property Insurance
2024-01-03 13:00 - 16:00 (America/New_York)
Wednesday, Jan 3, 2024, 1:00 – 4:00 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: 1:00 – 4:00; CO Tuition: $39.00
Iowa Course #81740
Central: 2:00 – 5:00; Tuition: $42.00, (includes filing fees)
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Clients With Disabled Loved Ones
2024-01-04 09:00 - 12:00 (America/New_York)
Thursday, Jan 4, 2024, 9:00 – 12:00 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 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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Terrorism and Tragedy
2024-01-05 09:00 - 12:00 (America/New_York)
Friday, Jan 5, 2024, 9:00am – 12:00pm | 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 is discussed and how it affects our industry.
Colorado Course #58945
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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Workers Compensation Basics
2024-01-09 09:00 - 11:00 (America/New_York)
Tuesday, Jan 9, 2024, 9:00 – 11:00 am| 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 #58487Mountain: 9:00 – 11:00 a.m. Tuition: $26.00
Iowa Course #101913
Central: 10:00 – 12:00 p.m. Tuition: $28.00 (includes filing fees)
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Ethical Standards for Professionalism
2024-01-09 12:00 - 15:00 (America/New_York)
Tuesday, Jan 9, 2024, 12:00 – 3:00 pm | 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: 12:00 – 3:00; 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: 1:00 – 4:00; IA Tuition: $42.00, (includes filing fees)
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CO Long Term Care Partnership (LTC09P)
2024-01-11 08:00 - 16:00 (America/New_York)
Thursday, Jan 11, 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.
Colorado Course #46368
Mountain: 8:00 – 4:00; CO Tuition: $113.00
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IA Long Term Care Partnership - 8 credits
2024-01-11 09:00 - 17:00 (America/New_York)
Thursday, Jan 11, 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, includes filing fees
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CO Long Term Care Ongoing Training (LTC5HR)
2024-01-11 11:00 - 16:00 (America/New_York)
Thursday, Jan 11, 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 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
2024-01-11 12:00 - 16:00 (America/New_York)
Thursday, Jan 11,2024, 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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Homeowners, Neighbors, and Pets
2024-01-12 11:00 - 15:00 (America/New_York)
Friday, Jan 12, 2024, 11:00 am – 3:00 pm | 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 Course # 48482
Mountain: 11:00 – 3:00; CO Tuition: 52.00
(This course is not the CO Homeowners Reform webinar)
Iowa Course #79481
Central: 12:00 – 4:00; IA Tuition: $56.00, (includes filing fees)
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Gen X and Y, It's Time to Plan
2024-01-15 09:00 - 12:00 (America/New_York)
Monday, Jan 15, 2024, 9:00am – 12:00pm | 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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Here Come the Boomers
2024-01-15 13:00 - 16:00 (America/New_York)
Monday, Jan 15, 2024, 1:00pm – 4:00pm | 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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CO Homeowners Insurance Reform (HB13-1225)
2024-01-16 09:00 - 12:00 (America/New_York)
Tuesday, Jan 16, 2024, 9:00 – 12:00 | 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. Current status of fires and supporting links you retain.
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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Umbrellas Cover When It Rains
2024-01-16 13:00 - 15:00 (America/New_York)
Tuesday, Jan 16, 2024, 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 – 3:00 p.m. Tuition: $26.00
Iowa Course #79480
Central: 2:00 – 4:00 p.m. Tuition: $28.00 (includes filing fees)
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Annuity Best Interest
2024-01-17 09:00 - 13:00 (America/Denver)
Wednesday, Jan 17, 2024, 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: 52.00
Pending approval in Iowa
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