CE By Design

Insuring Small Business
2023-08-23 09:00 - 12:00 (America/New_York)
Wed, Aug 23, 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 Key Person Insurance, Buy-Sell Agreements, BOP policies 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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Here Come The Boomers
2023-08-22 13:00 - 16:00 (America/New_York)
Tue, Aug 22, 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 retirement challenges and inflation. All lines of insurance a 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
2023-08-22 09:00 - 12:00 (America/New_York)
Wed, Jul 26, 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, P&C credits in CO, and Three General CE credits in Iowa. The course covers working with clients in those generations 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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Fixed (Equity) Index Annuities
2023-08-21 09:00 - 13:00 (America/New_York)
Mon, Aug 21, 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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Modified Endowments
2023-08-18 14:00 - 15:00 (America/New_York)
Fri, Aug 18, 2023 8:00am – 1:00pm | US/Mountain
Modified Endowments is CE approved for ONE credit in Colorado, Life, A&H and IA General Classroom credits. Learn about Modified Endowment rules and 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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Ethical Standards for Professionalism
2023-07-13 09:00 - 13:00 (America/Denver)
Thu, Jul 13, 2023 9:00am – 12:00pm | US/Mountain
Ethical Standards for Professionalism is CE approved for THREE state required ETHICS credits in Colorado and Iowa
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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Wills and Trusts
2023-07-12 13:00 - 16:00 (America/New_York)
Wed, Jul 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 #49616
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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Social Security, Then and Now
2023-07-12 09:00 - 12:00 (America/New_York)
Wed, Jul 12, 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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IA Long Term Care - 4
2023-07-11 12:00 - 16:00 UTC
Tue, Jul 11, 2023 12:00pm – 4:00pm | US/Central
IA LTC Re-certification is CE approved for FOUR credits, and is required tri-annually to continue selling LTCi products in Iowa.
Updates about the LTC market, legislation changes, Medicare and Medicaid state updates are included.
This course also counts as an elective for agents interested in the subject.
Iowa Course #78289
Central: 12:00 – 4:00; IA Tuition: $72.00, includes filing fees
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CO Long Term Care Ongoing Training (LTC5HR)
2023-07-11 11:00 - 16:00 (America/New_York)
Fri, July 11, 2023 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. State, Clear Cert approved.
Colorado Course #48300: add to cart
Mountain: 11:00 – 4:00; CO Tuition: $85.00
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IA Long Term Care Partnership - 8 credits
2023-07-11 09:00 - 17:00 UTC
Fri, Jun 9, 2023 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. State and Clear Cert approved.
Partnership and the original stand-alone LTC products are covered. The legacy plans which include life and annuities with LTC riders are included. The history of the legislative changes and why many happened are covered. Current challenges with LTC products and public perception is included.
This course also counts as an elective for agents interested in the subject.
Iowa Course #79047
Central: 9:00 – 5:00; IA Tuition: $121.00, includes filing fees
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CO Long Term Care Partnership (LTC09P)
2023-07-11 08:00 - 16:00 (America/New_York)
Tue, Jul 11, 2023 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 requirement to sell any LTC product in Colorado.
Partnership and the original stand-alone LTC products are covered. The legacy plans which include life and annuities with LTC riders are included. The history of the legislative changes and why many happened are covered. Current challenges with LTC products and public perception is included.
This course also counts as an elective for agents interested in the subject.
Colorado Course #46368: add to cart
Mountain: 8:00 – 4:00; CO Tuition: $113.00
Link to our LTC General Self-Study course through Web-CE, choose the Self-Study choice
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Workers Compensation Basics
2023-07-10 13:00 - 15:00 (America/New_York)
Mon, Jul 10, 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: $26.00
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
2023-07-10 09:00 - 12:00 (America/New_York)
Mon, Jul 10, 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 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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Annuity Best Interest
2023-07-07 09:00 - 13:00 (America/Denver)
Fri, Jul 7, 2023 9:00am – 1:00pm | US/Mountain
Colorado 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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E-Risk, Insurance Issues in a Wired World
2023-07-06 13:00 - 15:00 (America/New_York)
Thu, Jul 6, 2023 1:00pm – 3:00pm | US/Mountain
Insurance Issues in a Wired World is CE approved for TWO CE credits, CO P&C and Iowa General Classroom CE Credits.
The course focuses on cyber, computer risks, and how our companies are focusing on future issues in a virtual wired world.
Colorado Course #43084
Mountain: 1:00 – 3:00 p.m. Tuition: $26.00
Iowa Course #80588
Central: 2:00 – 4:00 p.m. Tuition: $28.00 (includes filing fees)
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Homeowners, Neighbors, and Pets
2023-06-28 09:00 - 13:00 (America/New_York)
Wed, Jun 28, 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 includes the basics of Homeowners forms plus the new ISO rules and changes from 2022. Examples of neighbors and HO associations is included. Pets and dog-bite liability is covered. Bring your “pet” pics to this webinar to share.
Colorado Course # 48482
Mountain: 9:00 – 1:00; CO Tuition: 52.00
(This course is not the CO Homeowners Reform required webinar)
Iowa Course #79481
Central: 10:00 – 2:00; IA Tuition: $56.00, (includes filing fees)
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Flood Insurance and Reform (NFIP)
2023-06-27 09:00 - 12:00 (Asia/Krasnoyarsk)
Tue, Jun 27, 2023 9:00am – 12:00pm | US/Mountain
Flood Insurance & Reform is CE approved for THREE credits, CO P&C / IA General CE credits. This course meets the guidelines provided by NFIP and is required one time to sell flood insurance. Updates to the NFIP program, premium changes, expiration date of the program, and legislative changes are included.
Colorado Course #45203
Mountain: 9:00 – 12:00; CO Tuition: $39.00
Iowa Course #80786
Central: 10:00 -1:00; IA Tuition: $42.00 (includes filing fees)
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Insure Your Income With Disability Insurance
2023-06-26 08:00 - 13:00 (Asia/Krasnoyarsk)
Mon, Jun 26, 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 and legal representation. Individual and Group, Key Person, and DI Buy-Sell agreements are covered.
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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Insuring Small Business
2023-06-23 09:00 - 12:00 (America/New_York)
Fri, Jun 23, 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 Key Person Insurance, Buy-Sell Agreements, BOP policies and P&C. The presentation includes employees, how inflation and supply chain challenges are affecting small business 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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Required Minimum Distributions
2023-06-22 13:00 - 16:00 (America/New_York)
Thu, Jun 22, 2023 1:00-4:00pm | US/Mountain
This course is CE approved for Three Life, A&H credits in CO, and General CE credits in Iowa. The content includes the changing RMD rules, the Secure Act 1.0 and Secure 2.0. IRS guidelines are covered for pensions and catch up contributions. Ideas using life insurance and annuities as part of retirement are also covered.
Colorado Course #54436
Mountain: 1:00 – 4:00; Tuition: $39.00
Iowa Course #84997
Central: 2:00 – 5:00; Tuition: $42.00, (includes filing fees)
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Colorado Annuity Best Interest
2023-06-22 08:00 - 12:00 (America/New_York)
Mon, Jun 22, 2023 8:00am – 12:00pm | 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
Mountain: 8:00 – 12:00; CO Tuition: 52.00
Pending approval in Iowa
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Replacement Certificate
2023-05-28
All dates | US/Mountain
Replacement Certificates are $10.00 each
Please include the Title of the course and date for each certificate requested.
In the “Additional information” section upon checkout – Please include the Title of the course and date for each certificate requested.
Thank you.
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PAY CO or IA RESCHEDULE FEE
2023-05-28
All dates | US/Mountain
Reschedule fee is $25.00 for missed or rescheduled webinars. Your course expires 90 days after purchase.
In the “Additional information” section upon checkout – Please include your Invoice # and Course Info that you are rescheduling from and rescheduling to.
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Additional CE credit hours purchased
2023-05-28
All dates | US/Mountain
Additional Tuition purchased for your order
In the “Additional information” section upon checkout – Please list the course you are adding tuition for.
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