CE By Design

Autos and Wrecks
2023-10-05 09:00 - 12:00 (America/New_York)
Thursday, Oct 5, 2023, 9:00am – 12:00pm | 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: 9:00 – 12:00; Tuition: $39.00
Iowa Course #79482
Central: 10:00 – 1:00; Tuition: $42.00, (includes filing fees)
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What Was Omitted, E&O
2023-10-04 09:00 - 12:00
Wed, Oct 4, 2023 9:00am – 12:00pm | 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. compliance.
Colorado Course #58944
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #102485
Central: 10:00 – 1:00; IA Tuition: $42.00 (includes filing fees)
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Avoiding Financial Landmines
2023-10-03 13:00 - 15:00
Tuesday, Oct 3, 2023 1:00 – 3:00 MT
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: 2:00 – 4:00 p.m. Tuition: $26.00
Iowa Course #80132
Central: 3:00 – 5:00 p.m. Tuition: $28.00 (includes filing fees)
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Anti-Money Laundering
2023-10-03 09:00 - 12:00
Tues, Oct 3, 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: 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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Are We Really Safe (ID Theft)
2023-10-02 09:00 - 12:00
Monday, Oct 2, 2023 9:00am – 12:00pm | 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 the policies are written on.
Colorado Course #58944
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #102485
Central: 10:00 – 1:00; IA Tuition: $42.00 (includes filing fees)
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Social Security, Then and Now
2023-09-29 09:00 - 12:00
Fri, Sep 29, 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…
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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Creating A Living Legacy
2023-09-28 09:00 - 12:00
Thu, Sep 28, 2023 9:00am – 12:00pm | 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, and more…
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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Employees and Insurance
2023-09-27 09:00 - 12:00
Wed, Sep 27, 2023,9:00 am – 12:00 pm | 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,
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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Fixed (Equity) Index Annuities
2023-09-26 09:00 - 13:00
Tue, Sep 26, 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 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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Homeowners, Neighbors, and Pets
2023-09-25 09:00 - 13:00
Mon, Sep 25, 2023 9:00am – 1:00pm | US/Mountain
Homeowners, Neighbors, and Pets is CE approved for Four CE credits. Colorado P&C, Iowa General credits. The course covers the basics in the Homeowners forms, a discussion of neighbors rights, and our pets. Dog bite liability, pets training and care are included. You get to share your pet pics also.
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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Clients With Disabled Loved Ones
2023-09-22 09:00 - 12:00
Fri, Sep 22, 2023 9:00am – 12:00pm | 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 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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Avoiding Financial Landmines
2023-09-21 14:00 - 16:00
Thursday, Sept 21, 2023 2:00 MT
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…
Colorado Course #49617
Mountain: 2:00 – 4:00 p.m. Tuition: $26.00
Iowa Course #80132
Central: 3:00 – 5:00 p.m. Tuition: $28.00 (includes filing fees)
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Annuity Best Interest
2023-09-21 09:00 - 13:00
Thu, Sep 21, 2023 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.
Colorado Course # 64746: add to cart
Mountain: 9:00 – 1:00; CO Tuition: 52.00
Pending approval in Iowa
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Business Vehicle Insurance
2023-09-20 13:00 - 15:00
Wed, Sep 20, 2023 1:00am – 3:00pm | 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.
Colorado Course #58488
Mountain: 1:00 – 3:00 p.m. Tuition: $26.00
Iowa Course #101957
Central: 2:00 – 4:00 p.m. Tuition: $28.00 (includes filing fees)
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Terrorism and Tragedy
2023-09-20 09:00 - 12:00
Wed, Sep 20, 2023 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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PAY CO or IA RESCHEDULE FEE
2023-09-20
All dates | US/Mountain
The Reschedule fee is $25.00 for any purchase changes.
Upon checkout, please include your original Invoice number, and Course Info that you are rescheduling from and rescheduling to.
Rescheduled webinars will receive a link and information to join from dana@cebydesign.com.
Contact: Dana at CE by Design, LLC
Phone: 719.265.8406 | 515.462.3013
Updated 9.20.2024
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Wills and Trusts
2023-09-19 14:00 - 17:00
Tuesday, Sept 19 2023, 2:00pm – 5:00pm | 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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Dwellings, Property, and Toys
2023-09-19 09:00 - 13:00
Tue, Sep 19, 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 and more.
Colorado Course # 48485: add to cart
Mountain: 9:00 – 1:00; CO Tuition: $52.00
Iowa Course #81738: add to cart
Central: 10:00 – 2:00; IA Tuition: $56.00, (includes filing fees)
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Here Come the Boomers
2023-09-18 13:00 - 16:00
Mon, Sep 18, 2023 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. 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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Gen X and Y, It's Time to Plan
2023-09-18 09:00 - 12:00
Mon, Sep 18, 2023 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: add to cart
Mountain: 9:00 – 12:00; Tuition: $39.00
Iowa Course #84999: add to cart
Central: 10:00 – 1:00; Tuition: $42.00, (includes filing fees)
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A Historical Overview of Insurance
2023-09-15 14:00 - 15:00
Fri, Sep 15, 2023 2:00pm – 3:00pm | 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
Iowa Course #80587
Central: 3:00 – 4:00; IA Tuition: $14.00, includes filing fees
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Insure Your Income With Disability Insurance
2023-09-15 08:00 - 13:00
Fri, Sep 15, 2023 8:00am – 1:00pm | US/Mountain
Insure Your Income With Disability Insurance is CE approved for FIVE CO Life, A&H credits and IA General CE credits.
The course covers Social Security Disability, applying and qualifications, including SSDI challenges. Individual and Group Disability Income plans, Key Person, and Buy-Sell agreements are included.
Colorado Course #49618
Mountain: 8:00 – 1:00; Tuition: $65.00
Iowa Course #80609
Central: 9:00 – 2:00; Tuition: $70.00, (includes filing fees)
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Workers Compensation Basics
2023-09-14 13:00 - 15:00
Thu, Sep 14, 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. OSHA info is also included.
Colorado Course #58487: add to cart
Mountain: 1:00 – 3:00 p.m. Tuition: $26.008.00
Iowa Course #101913: add to cart
Central: 2:00 – 4:00 p.m. Tuition: $28.00 (includes filing fees)
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Commercial Property Insurance
2023-09-14 09:00 - 12:00
Thu, Sep 14, 2023 9:00am – 12:00pm | US/Mountain
Commercial Property Insurance is CE approved for Three CE Credits, Colorado P&C and Iowa General classroom CE. The course covers the commercial property form from home based businesses, Business Owners Policy, BOP, and large businesses, Commercial Package Policies (CPP).
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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Umbrellas Cover When It Rains
2023-09-13 14:00 - 16:00
Wed, Sep 13, 2023 2:00pm – 4:00pm | 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: 2:00 – 4:00 p.m. Tuition: $26.00
Iowa Course #79480
Central: 3:00 – 5:00 p.m. Tuition: $28.00 (includes filing fees)
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Clients Want Security
2023-09-13 09:00 - 13:00
Wed, Sep 13, 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. The Secure Act and Secure 2.0 is also covered. Senior challenges, some Annuities, Wills and more is covered.
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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Wills and Trusts
2023-09-12 13:00 - 16:00
Tue, Sep 12, 2023 1:00pm – 4:00pm | 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 trusts and when needed is also included 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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Medicare Basics
2023-09-12 09:00 - 12:00
Tue, Sep 12, 2023 9:00am – 12:00pm | 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, Supplements, and Medicaid. Learn about what clients on Medicare go through open enrollment or otherwise.
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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CO Homeowners Insurance Reform (HB13-1225)
2023-09-11 13:00 - 16:00
Mon, Sep 11, 2023 1:00pm – 4:00pm | 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.
Colorado Course #53455 and 58972
Mountain: 1:00 – 4:00; CO Tuition: $39.00
We will be sure you have the correct course number so it will count for your CE.
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Ethical Standards for Professionalism
2023-09-11 09:00 - 12:00
Mon, Sep 11, 2023 9:00am – 12:00pm | US/Mountain
Ethical Standards for Professionalism is CE approved for THREE state required ETHICS credits in Colorado and Iowa (classroom credits)
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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