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For Financial Planners & Agents

For Financial Planners & Agents

Licensing & Continuing Education (For Brokers Only)

Our Licensing and Continuing Education (CE) classes will provide you with the certification you need to obtain or renew your Long Term Care compliance. Effective 1/1/2009, agents in Colorado must complete 16 hours of training before soliciting Long Term Care insurance. We offer 8 hours in a classroom (Partnership course), the other 8 hours is an online self study. LTC training counts as 16 hours CE credits toward your Life / Health license renewal. Tammey Sullivan – President of HealthCare Benefit Services – helped write the material for the class, (all materials approved by the state of Colorado) and she will also be one of your instructors. Schedule for all classes is listed below. To enroll please call 303-973-6636 and speak with Penny.

LIVE 8-HOUR PARTNERSHIP COURSE

Counts as 16 hours toward Life/Health CE credits if you complete both live and self-study classes. Non CFP CE eligible

Upcoming Dates:

There are no 8 hour classes scheduled

Location: PLEASE NOTE: Until further notices all of our courses will be done via webinar based on current state and federal restrictions
Times: 8:30am – 4:30pm
Cost: $100 per attendee for both the General Online Course and the Partnership Live Course; $80 “Early Bird” rate if registered and paid at least 30 days prior to class date.
OR
Cost: $80 per attendee for Live portion Only, $20 per attendee for online portion only. No Early Bird Rates.

You must RSVP with payment to secure reservation. Call (303) 973-6636
We reserve the right to cancel any class due to limited enrollment one week prior to the event.

LIVE 5-HOUR PARTNERSHIP RENEWAL COURSE

Required within 24 months of original 16 hour class
Counts as 5 hours toward Life/Health CE credits. Non CFP CE eligible

Upcoming Dates:

Friday, Nov  5th

Friday, Dec  3rd

Location: PLEASE NOTE: Until further notices all of our courses will be done via webinar based on current state and federal restrictions
Time: 8:30am – 1:00pm
Cost: 5 hr renewal course $65.00 unless otherwise noted

You must RSVP with payment to secure reservation. Call (303) 973-6636
We reserve the right to cancel any class due to limited enrollment one week prior to the event.

We accept : VISA, MasterCard, Discover and American Express.

Refund Policy: Credit will be given for future course.

We reserve the right to cancel any 8 Hour Initial class or 5 Hour Renewal class due to limited enrollment one week prior to the event.

All enrollments must be done via phone, call HealthCare Benefit Services with Credit Card ready to enroll in a class.