DEPARTMENT OF INSURANCE
Provider Information
PR01086: Putnam Retail Management c/o Quest CE
Prometric Provider Number: S14000 
Provider Type: Company
CE Certification Date: 6/3/2002

PL Certification Date: 10/2/2002

Address: 10100 W Innovation Drive
Suite 200
Milwaukee, WI 53226
Contact: Adam Krenke
Telephone: 877-593-3366
Status:Active
Termination Date: N/A
View Instructors
Continuing Education Course Information [View Pre-License Course Information]
If a status is Pending or Pending Replacement click on it for more details.

Active Course Information
Course NumberPrometric Course NumberCourse Name
83C2800810 Roth Strategies to Hedge Risk of Higher Taxes
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom2/16/2021N/A

Course NumberPrometric Course NumberCourse Name
82C2800710Roth Strategies to Hedge Rish of Higher Taxes(W)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom2/16/2021N/A

Course NumberPrometric Course NumberCourse Name
78C23821Actionable Income & Estate Planning Strategies Und
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom10/2/2020N/A

Course NumberPrometric Course NumberCourse Name
75C16896Actionable Income and Estate Planning Strategies..
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom3/6/2019N/A

Course NumberPrometric Course NumberCourse Name
86C12732Actnbl Tax Plng Strategies For The Crnt Landscape
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom4/15/2021N/A

Course NumberPrometric Course NumberCourse Name
85C12715Actnbl TaxPlng StrategiesForThe Crnt Landscape-Web
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom4/15/2021N/A

Course NumberPrometric Course NumberCourse Name
80C23822Asset Protection: Strategies to Help Clients Safeg
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom - Webinar (Classroom)10/2/2020N/A

Course NumberPrometric Course NumberCourse Name
64C01466Asset Protections: Strategies to Help Clients...
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom2/10/2009N/A

Course NumberPrometric Course NumberCourse Name
79C23823Building a Successful Retirement
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)10/2/2020N/A

Course NumberPrometric Course NumberCourse Name
56C56039Building a Successful Retirement
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom10/12/2004N/A

Course NumberPrometric Course NumberCourse Name
65C01924Developing a Tax Smart Retirement Income Strat
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/17/2009N/A

Course NumberPrometric Course NumberCourse Name
87C15152Developing aTaxSmartRetirement Income Strategy Web
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom6/8/2021N/A

Course NumberPrometric Course NumberCourse Name
91C11527DevelopingaTaxSmartRetirementIncomeStrategyWebinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Pending 1LifeClassroomN/A

Course NumberPrometric Course NumberCourse Name
72C36682Intergenerational Wealth Transfer
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/3/2015N/A

Course NumberPrometric Course NumberCourse Name
89C15121Intergenerational Wealth Transfer Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom6/8/2021N/A

Course NumberPrometric Course NumberCourse Name
84C10154Planning Considerations for Non-traditional HouseH
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)2/22/2021N/A

Course NumberPrometric Course NumberCourse Name
68C10816Planning Considerations-Non-Traditional Households
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom2/20/2013N/A

Course NumberPrometric Course NumberCourse Name
73C61288Planning for Healthcare in Retirement
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1HealthClassroom2/17/2016N/A

Course NumberPrometric Course NumberCourse Name
90C15122Planning for Healthcare in Retirement Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom6/8/2021N/A

Course NumberPrometric Course NumberCourse Name
88C15124Succession Planning For Closely Held BusinessesWeb
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom6/8/2021N/A

Course NumberPrometric Course NumberCourse Name
76C19871Sucession Planning for Closely-held Businesses
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom6/19/2019N/A

Course NumberPrometric Course NumberCourse Name
81C24460Understanding the SECURE Act and Implications ...
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom - Webinar (Classroom)11/4/2020N/A

Course NumberPrometric Course NumberCourse Name
77C21928Understanding the Secure Act&Implications on Plann
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom3/11/2020N/A

Course NumberPrometric Course NumberCourse Name
63C65806Wealth Management Strategies - 1 hr
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom1/10/2007N/A


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