DEPARTMENT OF INSURANCE
Provider Information
PR0173: Affordable-Success-FirstChoice-ClienTell CE
Prometric Provider Number: S10544 
Provider Type: Independent
CE Certification Date: 3/15/1993

PL Certification Date: 10/2/2002

Address: 2 Corporate Plaza Drive
Suite 100
Newport Beach, CA 92660
Contact: Patti Cooley
Telephone: 949-706-9453 EXT. 105
Status:Active
Termination Date: N/A
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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
282C27934AML - What''s New in 2020
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthCorrespondence - Self-Study3/2/2021N/A

Course NumberPrometric Course NumberCourse Name
267C16588AML Trends for 2019
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthCorrespondence - Self-Study1/30/2019N/A

Course NumberPrometric Course NumberCourse Name
281C24707Active Retirement Lifestyle
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 20Life and HealthCorrespondence - Self-Study12/1/2020N/A

Course NumberPrometric Course NumberCourse Name
235C32317Agent/Rep Responsibilities Under AML Laws
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2General Insurance PrinciplesCorrespondence - Self-Study12/15/2014N/A

Course NumberPrometric Course NumberCourse Name
273C23700Agents Ethical Considerations&Consumer Suitability
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6EthicsCorrespondence - Self-Study8/31/2020N/A

Course NumberPrometric Course NumberCourse Name
272C23666Agents&Advisory Key to Annuities&Ethical Conduct
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 18Life and HealthCorrespondence - Self-Study8/21/2020N/A

Course NumberPrometric Course NumberCourse Name
264C15697Annuities: So Much More Than Income
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom12/7/2018N/A

Course NumberPrometric Course NumberCourse Name
126C12314Annuity History and Overview
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Life and HealthClassroom10/1/2002N/A

Course NumberPrometric Course NumberCourse Name
285C13205Annuity Products - Best Interest
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Annuity SuitabilityCorrespondence - Self-Study5/1/2021N/A

Course NumberPrometric Course NumberCourse Name
1C33259Annuity and Life Principles
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6LifeCorrespondence - Self-Study4/7/2003N/A

Course NumberPrometric Course NumberCourse Name
241C59686BANK SECRECY ACT AND AML REVIEW
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthCorrespondence - Self-Study1/13/2016N/A

Course NumberPrometric Course NumberCourse Name
3C34904Basics of Property & Casualty Ins for Dwellings
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Property and CasualtyCorrespondence - Self-Study4/7/2003N/A

Course NumberPrometric Course NumberCourse Name
219C98688Best Insurance Ethical Practices
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 10EthicsCorrespondence - Self-Study3/26/2012N/A

Course NumberPrometric Course NumberCourse Name
220C12389Bridging The Retirement Savings Gap
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Life and HealthClassroom4/25/2013N/A

Course NumberPrometric Course NumberCourse Name
56C48351Business Interruption
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Property and CasualtyCorrespondence - Self-Study3/2/2004N/A

Course NumberPrometric Course NumberCourse Name
190C67065Code of Ethics and Professional Responsibility
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study9/4/2007N/A

Course NumberPrometric Course NumberCourse Name
261C13311Conquering Financial Statements
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyClassroom8/14/2018N/A

Course NumberPrometric Course NumberCourse Name
218C06203Contemporary Insurance Topics
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life, Health, Property & CasualtyCorrespondence - Self-Study2/21/2012N/A

Course NumberPrometric Course NumberCourse Name
251C94822Cyber Liability Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyClassroom5/2/2018N/A

Course NumberPrometric Course NumberCourse Name
276C24633Developing Insurance Trend Rates
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom12/1/2020N/A

Course NumberPrometric Course NumberCourse Name
48C51874Ethics In P/C Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study3/2/2004N/A

Course NumberPrometric Course NumberCourse Name
34C51869Ethics In The Insurance Marketplace
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9EthicsCorrespondence - Self-Study3/2/2004N/A

Course NumberPrometric Course NumberCourse Name
39C51877Ethics: A Personal & Professional Code of Conduct
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 10EthicsCorrespondence - Self-Study3/2/2004N/A

Course NumberPrometric Course NumberCourse Name
260C13314Facts About Errors & Omissions
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyClassroom8/14/2018N/A

Course NumberPrometric Course NumberCourse Name
14C68298Flood Insurance Program
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Flood - NFIPCorrespondence - Self-Study12/26/2007N/A

Course NumberPrometric Course NumberCourse Name
9C44300Health & Life Concepts
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 10Life and HealthCorrespondence - Self-Study12/2/2003N/A

Course NumberPrometric Course NumberCourse Name
30C51870Health Insurance Portability & Accountability Act
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Life and HealthCorrespondence - Self-Study3/2/2004N/A

Course NumberPrometric Course NumberCourse Name
288C15548High Interest Solutions Using Low Interest Rates
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 11Life and HealthCorrespondence - Self-Study6/21/2021N/A

Course NumberPrometric Course NumberCourse Name
10C44299Homeowners & Automobile Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Property and CasualtyCorrespondence - Self-Study12/2/2003N/A

Course NumberPrometric Course NumberCourse Name
8C47036Homeowners 2000 Program Revisions
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 10Property and CasualtyCorrespondence - Self-Study12/2/2003N/A

Course NumberPrometric Course NumberCourse Name
193C78177Indexed Annuity Suitability
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life / VariableClassroom6/2/2008N/A

Course NumberPrometric Course NumberCourse Name
266C16576Indexed Variable Annuities-Agent Ethical Decisions
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 7LifeCorrespondence - Self-Study1/30/2019N/A

Course NumberPrometric Course NumberCourse Name
265C16577Indexed Variable Annuitites-Agent Ethical....
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study1/30/2019N/A

Course NumberPrometric Course NumberCourse Name
19C78478Individual & Federal Health Insurance Programs
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life and HealthCorrespondence - Self-Study7/3/2008N/A

Course NumberPrometric Course NumberCourse Name
278C24637Insurance Claims Application & Underwriting
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom12/1/2020N/A

Course NumberPrometric Course NumberCourse Name
271C23339Insurance Considerations for the 3 D''s
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2General Insurance PrinciplesClassroom7/24/2020N/A

Course NumberPrometric Course NumberCourse Name
13C59226Insurance Ethics & Resp.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study8/23/2005N/A

Course NumberPrometric Course NumberCourse Name
263C13316Insurance Fraud in the Non-Admitted Market
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyClassroom8/14/2018N/A

Course NumberPrometric Course NumberCourse Name
256C94986Insurance Industry Dynamics
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyClassroom6/13/2018N/A

Course NumberPrometric Course NumberCourse Name
255C94985Insurance Regulation
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyClassroom6/13/2018N/A

Course NumberPrometric Course NumberCourse Name
280C24629Insurance Underwritting Basics & Principles
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom12/1/2020N/A

Course NumberPrometric Course NumberCourse Name
200C04543Kentucky Partnership LTC Follow-up Training
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Long Term Care Partnership ActCorrespondence - Self-Study11/17/2009N/A

Course NumberPrometric Course NumberCourse Name
198C02761Kentucky Partnership Long Term Care
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Long Term Care Partnership ActCorrespondence - Self-Study5/4/2009N/A

Course NumberPrometric Course NumberCourse Name
289C19123Life Ins Strategies for Business & Wealth Transfer
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Life and HealthClassroom9/13/2021N/A

Course NumberPrometric Course NumberCourse Name
18C78196Life Settlements
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life / VariableCorrespondence - Self-Study6/16/2008N/A

Course NumberPrometric Course NumberCourse Name
245C77768Life, Death & Taxes
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Life / VariableClassroom8/19/2016N/A

Course NumberPrometric Course NumberCourse Name
243C68851Long-Term Care 3 - Live
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom7/19/2016N/A

Course NumberPrometric Course NumberCourse Name
32C51872Medicare & Medicare Supplements
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Life and HealthCorrespondence - Self-Study3/2/2004N/A

Course NumberPrometric Course NumberCourse Name
2C34896Medicare, LTC and Disability Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Life, Health, Property & CasualtyCorrespondence - Self-Study4/7/2003N/A

Course NumberPrometric Course NumberCourse Name
250C93534Modern Annuity Subjects
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom8/11/2017N/A

Course NumberPrometric Course NumberCourse Name
204C95155NAIC Suitability Annuity Transactions Model Reg
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Life and HealthClassroom3/21/2011N/A

Course NumberPrometric Course NumberCourse Name
203C09468NAIC Suitability in Annuity Transactions
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Annuity SuitabilityCorrespondence - Self-Study3/9/2011N/A

Course NumberPrometric Course NumberCourse Name
38C51873P&C Personal Basics
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Property and CasualtyCorrespondence - Self-Study3/2/2004N/A

Course NumberPrometric Course NumberCourse Name
15C77536Personal Lines Total Coverage
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Property and CasualtyCorrespondence - Self-Study4/4/2008N/A

Course NumberPrometric Course NumberCourse Name
287C15410Protection, The Confidence Multiplier
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 11Life and HealthCorrespondence - Self-Study6/16/2021N/A

Course NumberPrometric Course NumberCourse Name
286C13918Regulation Best Interest-Annuities
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Annuity SuitabilityCorrespondence - Self-Study5/21/2021N/A

Course NumberPrometric Course NumberCourse Name
258C13313Reinsurance and Alternative Risk
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyClassroom8/14/2018N/A

Course NumberPrometric Course NumberCourse Name
188C66479Retirement Income Distribution
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2LifeClassroom2/15/2007N/A

Course NumberPrometric Course NumberCourse Name
247C92228Retirement Income Distribution Planning-Live
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom11/8/2016N/A

Course NumberPrometric Course NumberCourse Name
284C11614Retirement: Starts and Ends With a Plan
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life and HealthCorrespondence - Self-Study3/29/2021N/A

Course NumberPrometric Course NumberCourse Name
283C10965Retirement: The Power of an Insurance Plan-Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom3/12/2021N/A

Course NumberPrometric Course NumberCourse Name
246C09250Retirment Income Distribution Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 17Life and HealthCorrespondence - Self-Study10/20/2016N/A

Course NumberPrometric Course NumberCourse Name
274C24632Reviewing Insurance Losses
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom12/1/2020N/A

Course NumberPrometric Course NumberCourse Name
275C24631Reviewing Insurance Submission Documentation
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom12/1/2020N/A

Course NumberPrometric Course NumberCourse Name
254C94987Risk Takers
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyClassroom6/13/2018N/A

Course NumberPrometric Course NumberCourse Name
45C51875Saving & Paying for College
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12LifeCorrespondence - Self-Study3/2/2004N/A

Course NumberPrometric Course NumberCourse Name
291C19167Securing the Secure Act
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 10Life and HealthCorrespondence - Self-Study9/14/2021N/A

Course NumberPrometric Course NumberCourse Name
290C19147Securing the Secure Act- Ethically Speaking
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study9/13/2021N/A

Course NumberPrometric Course NumberCourse Name
238C56708Suitability & Ethics of Client Recommendations
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsClassroom9/29/2015N/A

Course NumberPrometric Course NumberCourse Name
202C06119Suitability Best Practices
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12LifeCorrespondence - Self-Study6/7/2010N/A

Course NumberPrometric Course NumberCourse Name
208C96776Surplus Lines Compliance Course
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Property and CasualtyCorrespondence - Self-Study11/3/2011N/A

Course NumberPrometric Course NumberCourse Name
269C19765Surplus Lines Insurance Regulatory Overview
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Property and CasualtyClassroom5/23/2019N/A

Course NumberPrometric Course NumberCourse Name
270C21322The Agent Guide to life Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 7Life and HealthCorrespondence - Self-Study11/12/2019N/A

Course NumberPrometric Course NumberCourse Name
262C13315The Broker/Underwriter Relationship
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyClassroom8/14/2018N/A

Course NumberPrometric Course NumberCourse Name
259C13312The Claims Experience
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyClassroom8/14/2018N/A

Course NumberPrometric Course NumberCourse Name
253C94988The Excess & Surplus Lines Distribution System
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyClassroom6/13/2018N/A

Course NumberPrometric Course NumberCourse Name
242C62196The Insurance Claims Adjuster
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 21Property and CasualtyCorrespondence - Self-Study2/26/2016N/A

Course NumberPrometric Course NumberCourse Name
49C48365Trusts and Transfer Techniques
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8LifeCorrespondence - Self-Study3/2/2004N/A

Course NumberPrometric Course NumberCourse Name
5C37954Umbrella & Watercraft Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Property and CasualtyCorrespondence - Self-Study4/7/2003N/A

Course NumberPrometric Course NumberCourse Name
233C19810Uncovering Social Security Secrets
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life and HealthCorrespondence - Self-Study3/28/2014N/A

Course NumberPrometric Course NumberCourse Name
234C20790Uncovering Social Security Secrets (Classroom)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom4/28/2014N/A

Course NumberPrometric Course NumberCourse Name
279C24636Understanding Ins Coverage Frms&Coverage Triggers
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom12/1/2020N/A

Course NumberPrometric Course NumberCourse Name
224C13561Understanding Modern Insurance Subjects
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life, Health, Property & CasualtyClassroom8/12/2013N/A

Course NumberPrometric Course NumberCourse Name
195C79590Var, Indexed, Fixed Annuities, Living Ben & 2821
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 13Life and HealthCorrespondence - Self-Study8/28/2008N/A

Course NumberPrometric Course NumberCourse Name
277C24635Whats Happng in LTC Ins Claims Settlements
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom12/1/2020N/A

Course NumberPrometric Course NumberCourse Name
257C94989Where''s the Money
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyClassroom6/13/2018N/A

Course NumberPrometric Course NumberCourse Name
252C94856Winning the AML Battle 2018
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthCorrespondence - Self-Study5/14/2018N/A


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