Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Live Insurance CE Classes in Colorado

Live CE Classes

Meet your continuing education requirements in Colorado with expert instruction in a live, traditional classroom. Kaplan Financial Education’s live CE classes provide a learning environment with maximum student-teacher interaction. With years of financial and insurance industry experience, our instructors are the best of the best. Register for your live class today!

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Live Class Calendar
Date(s) Class City &
State
Credit Hours Credit Type Price   Details
Jun 28 – Jun 28 Colorado 5 Hour Long Term Care Refresher, 2nd Edition ('12) [meets refresher training requirement; ClearCert approved] Denver, CO
Long Term Care 5hr. Ongoing Course 5
Long Term Care 5hr. Ongoing Course $69.00  Add to Cart 

The Colorado 5 Hour Long Term Care Refresher, 2nd Edition updates insurance agents on the long-term care field, partnerships, and long-term care (LTC) insurance policies. This course reviews the elements of long-term care policies, especially the various elements required under Colorado law. The course also reviews elements of the Colorado LTC Partnership program,  Medicaid, Medicare, and the market for long-term care insurance. Agents are given guidance on how to tailor long-term care insurance policies to meet client needs.

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial - Denver
  • Brightwood College
  • 2200 S. Monaco Pkwy, Unit R
  • Denver, CO 80222

  • Get Directions
  • #1: Fri, June 28, 2019, 8:30 AM - 1:30 PM (local)

Taught By:
  • Ken Evans
Jul 22 – Jul 22 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

According to studies and reports that measure the "boomers" preparedness for retirement, retirees over the next several years will depend heavily on the Social Security retirement benefit. As such, there will be increasing pressure on financial professionals to understand the retirement benefits provided by Social Security and integrate these benefits into clients' retirement plans. This course will provide an in-depth discussion of all Social Security benefits, will examine the implications of delaying retirement benefits or collecting early, and will discuss recent changes to the Medicare benefit system.

Location Details: Session Details:
  • Online
  • #1: Mon, July 22, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Jul 23 – Jul 23 Understanding Indexed Annuity and Life Insurance Contracts Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index.  The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies.

This course will explain how these products compare and contrast with their fixed counterparts.  The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Location Details: Session Details:
  • Online
  • #1: Tue, July 23, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Jul 24 – Jul 24 Ethics for Insurance Professionals: A Practical Guide Online
Ethics 3
Ethics $39.00  Add to Cart 

This class presents the concept of ethics, how it relates to the sales and service of insurance, and how ethics creates the foundation for personal and professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policy owners, their states, and the general public. Practical issues such as the proper use of policy illustrations, replacement, and ethical sales presentations are also discussed.

Location Details: Session Details:
  • Online
  • #1: Wed, July 24, 2019, 8:30 AM - 11:30 AM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Jul 25 – Jul 25 Beneficiary Designations - Getting it Right Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly.  All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families.

In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences.  The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans.  Life insurance, annuities, and retirement plans will be addressed.

Location Details: Session Details:
  • Online
  • #1: Thu, July 25, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Jul 26 – Jul 26 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Location Details: Session Details:
  • Online
  • #1: Fri, July 26, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Aug 12 – Aug 12 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

According to studies and reports that measure the "boomers" preparedness for retirement, retirees over the next several years will depend heavily on the Social Security retirement benefit. As such, there will be increasing pressure on financial professionals to understand the retirement benefits provided by Social Security and integrate these benefits into clients' retirement plans. This course will provide an in-depth discussion of all Social Security benefits, will examine the implications of delaying retirement benefits or collecting early, and will discuss recent changes to the Medicare benefit system.

Location Details: Session Details:
  • Online
  • #1: Mon, August 12, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Aug 13 – Aug 13 Understanding Indexed Annuity and Life Insurance Contracts Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index.  The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies.

This course will explain how these products compare and contrast with their fixed counterparts.  The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Location Details: Session Details:
  • Online
  • #1: Tue, August 13, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Aug 14 – Aug 14 Ethics for Insurance Professionals: A Practical Guide Online
Ethics 3
Ethics $39.00  Add to Cart 

This class presents the concept of ethics, how it relates to the sales and service of insurance, and how ethics creates the foundation for personal and professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policy owners, their states, and the general public. Practical issues such as the proper use of policy illustrations, replacement, and ethical sales presentations are also discussed.

Location Details: Session Details:
  • Online
  • #1: Wed, August 14, 2019, 8:30 AM - 11:30 AM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Aug 15 – Aug 15 Beneficiary Designations - Getting it Right Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly.  All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families.

In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences.  The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans.  Life insurance, annuities, and retirement plans will be addressed.

Location Details: Session Details:
  • Online
  • #1: Thu, August 15, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Aug 16 – Aug 16 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Location Details: Session Details:
  • Online
  • #1: Fri, August 16, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Aug 21 – Aug 22 Colorado Long Term Care Partnership [meets initial training requirement; ClearCert approved] Denver, CO
Long-Term Care Partnership 16
Long-Term Care Partnership $179.00  Add to Cart 

This course meets the 16-hour long-term care training requirement for producers wishing to sell LTC insurance in Colorado.

The first 8 hours meets the general LTC requirement and introduces students to the long-term care field and long-term care (LTC) insurance policies. In addition to identifying the health care professionals that provide LTC services, this course defines the various types of LTC settings and the scope of services provided in those settings. The differences between tax-qualified and non-tax-qualified plans are described and policy provisions and benefit options are delineated. The class also covers Medicaid and Medicare programs and describes the market for long-term care insurance. Producers are given guidance on how to tailor long-term care insurance policies to client needs.

The second 8 hours meets the LTC training requirement specific to partnership. This portion reviews the alternative long-term care financing options and tax treatments. In addition, this class reviews the Deficit Reduction Act 2006 and the National Partnership Initiative. Colorado long-term care statutes and requirements regarding policies, marketing, suitability, and tax credits are reviewed.

Location Details: Session Details:
  • Kaplan Financial - Denver
  • Brightwood College
  • 2200 S. Monaco Pkwy, Unit R
  • Denver, CO 80222

  • Get Directions
  • #1: Wed, August 21, 2019, 8:30 AM - 12:30 PM (local)
  • #2: Wed, August 21, 2019, 1:30 PM - 5:30 PM (local)
  • #3: Thu, August 22, 2019, 8:30 AM - 12:30 PM (local)
  • #4: Thu, August 22, 2019, 1:30 PM - 5:30 PM (local)

Taught By:
  • Ken Evans
Sep 18 – Sep 18 Colorado 5 Hour Long Term Care Refresher, 2nd Edition ('12) [meets refresher training requirement; ClearCert approved] Denver, CO
Long Term Care 5hr. Ongoing Course 5
Long Term Care 5hr. Ongoing Course $69.00  Add to Cart 

The Colorado 5 Hour Long Term Care Refresher, 2nd Edition updates insurance agents on the long-term care field, partnerships, and long-term care (LTC) insurance policies. This course reviews the elements of long-term care policies, especially the various elements required under Colorado law. The course also reviews elements of the Colorado LTC Partnership program,  Medicaid, Medicare, and the market for long-term care insurance. Agents are given guidance on how to tailor long-term care insurance policies to meet client needs.

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial - Denver
  • Brightwood College
  • 2200 S. Monaco Pkwy, Unit R
  • Denver, CO 80222

  • Get Directions
  • #1: Wed, September 18, 2019, 8:30 AM - 1:30 PM (local)

Taught By:
  • Ken Evans
Sep 23 – Sep 23 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

According to studies and reports that measure the "boomers" preparedness for retirement, retirees over the next several years will depend heavily on the Social Security retirement benefit. As such, there will be increasing pressure on financial professionals to understand the retirement benefits provided by Social Security and integrate these benefits into clients' retirement plans. This course will provide an in-depth discussion of all Social Security benefits, will examine the implications of delaying retirement benefits or collecting early, and will discuss recent changes to the Medicare benefit system.

Location Details: Session Details:
  • Online
  • #1: Mon, September 23, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Sep 24 – Sep 24 Understanding Indexed Annuity and Life Insurance Contracts Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index.  The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies.

This course will explain how these products compare and contrast with their fixed counterparts.  The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Location Details: Session Details:
  • Online
  • #1: Tue, September 24, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Sep 25 – Sep 25 Ethics for Insurance Professionals: A Practical Guide Online
Ethics 3
Ethics $39.00  Add to Cart 

This class presents the concept of ethics, how it relates to the sales and service of insurance, and how ethics creates the foundation for personal and professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policy owners, their states, and the general public. Practical issues such as the proper use of policy illustrations, replacement, and ethical sales presentations are also discussed.

Location Details: Session Details:
  • Online
  • #1: Wed, September 25, 2019, 8:30 AM - 11:30 AM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Sep 26 – Sep 26 Beneficiary Designations - Getting it Right Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly.  All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families.

In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences.  The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans.  Life insurance, annuities, and retirement plans will be addressed.

Location Details: Session Details:
  • Online
  • #1: Thu, September 26, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Sep 27 – Sep 27 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Location Details: Session Details:
  • Online
  • #1: Fri, September 27, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Oct 21 – Oct 21 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

According to studies and reports that measure the "boomers" preparedness for retirement, retirees over the next several years will depend heavily on the Social Security retirement benefit. As such, there will be increasing pressure on financial professionals to understand the retirement benefits provided by Social Security and integrate these benefits into clients' retirement plans. This course will provide an in-depth discussion of all Social Security benefits, will examine the implications of delaying retirement benefits or collecting early, and will discuss recent changes to the Medicare benefit system.

Location Details: Session Details:
  • Online
  • #1: Mon, October 21, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Oct 22 – Oct 22 Understanding Indexed Annuity and Life Insurance Contracts Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index.  The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies.

This course will explain how these products compare and contrast with their fixed counterparts.  The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Location Details: Session Details:
  • Online
  • #1: Tue, October 22, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Oct 23 – Oct 23 Ethics for Insurance Professionals: A Practical Guide Online
Ethics 3
Ethics $39.00  Add to Cart 

This class presents the concept of ethics, how it relates to the sales and service of insurance, and how ethics creates the foundation for personal and professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policy owners, their states, and the general public. Practical issues such as the proper use of policy illustrations, replacement, and ethical sales presentations are also discussed.

Location Details: Session Details:
  • Online
  • #1: Wed, October 23, 2019, 8:30 AM - 11:30 AM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Oct 24 – Oct 24 Beneficiary Designations - Getting it Right Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly.  All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families.

In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences.  The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans.  Life insurance, annuities, and retirement plans will be addressed.

Location Details: Session Details:
  • Online
  • #1: Thu, October 24, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Oct 25 – Oct 25 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Location Details: Session Details:
  • Online
  • #1: Fri, October 25, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Nov 13 – Nov 14 Colorado Long Term Care Partnership [meets initial training requirement; ClearCert approved] Denver, CO
Long-Term Care Partnership 16
Long-Term Care Partnership $179.00  Add to Cart 

This course meets the 16-hour long-term care training requirement for producers wishing to sell LTC insurance in Colorado.

The first 8 hours meets the general LTC requirement and introduces students to the long-term care field and long-term care (LTC) insurance policies. In addition to identifying the health care professionals that provide LTC services, this course defines the various types of LTC settings and the scope of services provided in those settings. The differences between tax-qualified and non-tax-qualified plans are described and policy provisions and benefit options are delineated. The class also covers Medicaid and Medicare programs and describes the market for long-term care insurance. Producers are given guidance on how to tailor long-term care insurance policies to client needs.

The second 8 hours meets the LTC training requirement specific to partnership. This portion reviews the alternative long-term care financing options and tax treatments. In addition, this class reviews the Deficit Reduction Act 2006 and the National Partnership Initiative. Colorado long-term care statutes and requirements regarding policies, marketing, suitability, and tax credits are reviewed.

Location Details: Session Details:
  • Kaplan Financial - Denver
  • Brightwood College
  • 2200 S. Monaco Pkwy, Unit R
  • Denver, CO 80222

  • Get Directions
  • #1: Wed, November 13, 2019, 8:30 AM - 12:30 PM (local)
  • #2: Wed, November 13, 2019, 1:30 PM - 5:30 PM (local)
  • #3: Thu, November 14, 2019, 8:30 AM - 12:30 PM (local)
  • #4: Thu, November 14, 2019, 1:30 PM - 5:30 PM (local)

Taught By:
  • Ken Evans
Nov 18 – Nov 18 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

According to studies and reports that measure the "boomers" preparedness for retirement, retirees over the next several years will depend heavily on the Social Security retirement benefit. As such, there will be increasing pressure on financial professionals to understand the retirement benefits provided by Social Security and integrate these benefits into clients' retirement plans. This course will provide an in-depth discussion of all Social Security benefits, will examine the implications of delaying retirement benefits or collecting early, and will discuss recent changes to the Medicare benefit system.

Location Details: Session Details:
  • Online
  • #1: Mon, November 18, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Nov 19 – Nov 19 Understanding Indexed Annuity and Life Insurance Contracts Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index.  The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies.

This course will explain how these products compare and contrast with their fixed counterparts.  The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Location Details: Session Details:
  • Online
  • #1: Tue, November 19, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Nov 20 – Nov 20 Ethics for Insurance Professionals: A Practical Guide Online
Ethics 3
Ethics $39.00  Add to Cart 

This class presents the concept of ethics, how it relates to the sales and service of insurance, and how ethics creates the foundation for personal and professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policy owners, their states, and the general public. Practical issues such as the proper use of policy illustrations, replacement, and ethical sales presentations are also discussed.

Location Details: Session Details:
  • Online
  • #1: Wed, November 20, 2019, 8:30 AM - 11:30 AM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Nov 21 – Nov 21 Beneficiary Designations - Getting it Right Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly.  All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families.

In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences.  The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans.  Life insurance, annuities, and retirement plans will be addressed.

Location Details: Session Details:
  • Online
  • #1: Thu, November 21, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Nov 22 – Nov 22 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Location Details: Session Details:
  • Online
  • #1: Fri, November 22, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Dec 09 – Dec 09 Social Security: Now . . . and the Future? 2nd Edition, 4th Revision Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

According to studies and reports that measure the "boomers" preparedness for retirement, retirees over the next several years will depend heavily on the Social Security retirement benefit. As such, there will be increasing pressure on financial professionals to understand the retirement benefits provided by Social Security and integrate these benefits into clients' retirement plans. This course will provide an in-depth discussion of all Social Security benefits, will examine the implications of delaying retirement benefits or collecting early, and will discuss recent changes to the Medicare benefit system.

Location Details: Session Details:
  • Online
  • #1: Mon, December 09, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Dec 10 – Dec 10 Understanding Indexed Annuity and Life Insurance Contracts Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index.  The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies.

This course will explain how these products compare and contrast with their fixed counterparts.  The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Location Details: Session Details:
  • Online
  • #1: Tue, December 10, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Dec 11 – Dec 11 Colorado 5 Hour Long Term Care Refresher, 2nd Edition ('12) [meets refresher training requirement; ClearCert approved] Denver, CO
Long Term Care 5hr. Ongoing Course 5
Long Term Care 5hr. Ongoing Course $69.00  Add to Cart 

The Colorado 5 Hour Long Term Care Refresher, 2nd Edition updates insurance agents on the long-term care field, partnerships, and long-term care (LTC) insurance policies. This course reviews the elements of long-term care policies, especially the various elements required under Colorado law. The course also reviews elements of the Colorado LTC Partnership program,  Medicaid, Medicare, and the market for long-term care insurance. Agents are given guidance on how to tailor long-term care insurance policies to meet client needs.

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

Location Details: Session Details:
  • Kaplan Financial - Denver
  • Brightwood College
  • 2200 S. Monaco Pkwy, Unit R
  • Denver, CO 80222

  • Get Directions
  • #1: Wed, December 11, 2019, 8:30 AM - 1:30 PM (local)

Taught By:
  • Ken Evans
Dec 11 – Dec 11 Ethics for Insurance Professionals: A Practical Guide Online
Ethics 3
Ethics $39.00  Add to Cart 

This class presents the concept of ethics, how it relates to the sales and service of insurance, and how ethics creates the foundation for personal and professional success. The class sets the foundation by examining ethics as a moral and legal force. It then previews the ethical responsibilities agents owe to their insurers, their policy owners, their states, and the general public. Practical issues such as the proper use of policy illustrations, replacement, and ethical sales presentations are also discussed.

Location Details: Session Details:
  • Online
  • #1: Wed, December 11, 2019, 8:30 AM - 11:30 AM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Dec 12 – Dec 12 Beneficiary Designations - Getting it Right Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly.  All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families.

In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences.  The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans.  Life insurance, annuities, and retirement plans will be addressed.

Location Details: Session Details:
  • Online
  • #1: Thu, December 12, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.
Dec 13 – Dec 13 Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision Online
Life, Accident and Health 4
Life, Accident and Health $49.00  Add to Cart 

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Location Details: Session Details:
  • Online
  • #1: Fri, December 13, 2019, 8:30 AM - 12:30 PM (CT)

Taught By:
  • Karmen Sanders
Notes:
Class times are listed in Central Time.