DEPARTMENT OF INSURANCE

Provider Information

PR0313: Executive Insurance Agency, Inc.
PSI Provider Number:	S11930
Provider Type:	Independent
CE Certification Date:	9/20/2021
PL Certification Date:	10/2/2002
Address:	130 Springside Drive Akron, OH 44333
Contact:	Nathan Flacker
Telephone:	330-576-1234
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 Number	PSI Course Number	Course Name
483	C27211	2024 Address To Members:Challenge The Assumption
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	6/27/2024	N/A

Course Number	PSI Course Number	Course Name
486	C27209	2024 Compliance Update-Classroom
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	6/27/2024	N/A

Course Number	PSI Course Number	Course Name
487	C27212	2024 Life Product Review-Classroom
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	6/27/2024	N/A

Course Number	PSI Course Number	Course Name
490	C101179	2025 FIRM ELEMENT AND ANNUAL COMPLIANCE MEETING
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	7/21/2025	N/A

Course Number	PSI Course Number	Course Name
491	C101180	2025 THE LIFE PRODUCT REVIEW - LIVE FROM ORLANDO
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	7/21/2025	N/A

Course Number	PSI Course Number	Course Name
499	C102131	2026 THE LIFE PRODUCT REVIEW/ LIVE FROM ORLANDO
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Pending	1	Life	Classroom		N/A

Course Number	PSI Course Number	Course Name
497	C102129	2026 VALMARK FIRM EVENT/ANNUAL COMPLIANCE MEETING
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Pending	1	Life, Health, Property & Casualty	Classroom		N/A

Course Number	PSI Course Number	Course Name
503	C102135	3 PASS CHALLENGE/ATTEMPTING & COMPLETING LIFE INS OPPORTUNITIES INSIDE A PLAN
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Pending	1	Life	Classroom		N/A

Course Number	PSI Course Number	Course Name
489	C101178	ADDRESS TO MEMBERS: THE LONG ARM OF PRIVATE EQUITY IN THE LIFE INSURANCE
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	7/21/2025	N/A

Course Number	PSI Course Number	Course Name
498	C102130	FROM CONCEPT TO CLOSE/NAVIGATING THE VERY LARGE LIFE INS CASE
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Pending	1	Life	Classroom		N/A

Course Number	PSI Course Number	Course Name
495	C101184	FROM CONCEPT TO CLOSE: NAVIGATING THE VERY LARGE INSURANCE CASE
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	7/21/2025	N/A

Course Number	PSI Course Number	Course Name
500	C102132	HOW TO SUCCESSFULLY BRING SETTLEMENTS TO CLIENTS
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Pending	1	Life	Classroom		N/A

Course Number	PSI Course Number	Course Name
494	C101183	LIFE SETTLEMENTS: SUCCESSFULLY SERVING CLIENTS STRATEGY WORKSHOP
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	7/21/2025	N/A

Course Number	PSI Course Number	Course Name
501	C102133	NAVIGATING THE TAX MAZE/EFFECTIVE FINANCIAL PLANING & GENERATING ALPHA
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Pending	1	Life	Classroom		N/A

Course Number	PSI Course Number	Course Name
502	C102134	PLANNING FORWARD/TOOLS PRODUCTS & THE REGULATORY ENVIRONMENT
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Pending	1	Life	Classroom		N/A

Course Number	PSI Course Number	Course Name
492	C101181	STRATEGIC LIFETIME DISTRIBUTIONS: NAVIGATING INVESTMENT VEHICLES
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	7/21/2025	N/A

Course Number	PSI Course Number	Course Name
496	C102128	THE EVOLUTION OF ADVICE/WHERE WE COME FROM & WHERE WE ARE GOING
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Pending	1	Life	Classroom		N/A

Course Number	PSI Course Number	Course Name
493	C101182	UNLOCKING HIDDEN POTENTIAL: MINING OPPORTUNITIES FOR YOUR CLIENTS''
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	7/21/2025	N/A

Course Number	PSI Course Number	Course Name
488	C27213	UnravelingFinancialPlanningAssumptionsToNavigate-C
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	6/27/2024	N/A

Course Number	PSI Course Number	Course Name
484	C27210	ViewFromTheTop:2024LifeInsuranceCarrierExecutive-C
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	6/27/2024	N/A

Course Number	PSI Course Number	Course Name
485	C27208	WaitingForThe(EstateTaxExemption)Sunset-WhatToDo?
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	6/27/2024	N/A