DEPARTMENT OF INSURANCE
Provider Information
PR039: Kaplan
Prometric Provider Number: S10199 
Provider Type: Independent
CE Certification Date: 5/23/1990

PL Certification Date: 5/23/1990

Address: 332 Front Street South
Suite 501
La Crosse, WI 54601
Contact: Lisa Goyette
Telephone: 608-779-5599 EXT. 2258
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
887C79099401(k) Plans, 6th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5LifeCorrespondence - Self-Study9/27/2016N/A

Course NumberPrometric Course NumberCourse Name
778C05505AML Best Practices for the Life Ins Ind - 2nd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3LifeCorrespondence - Self-Study4/16/2010N/A

Course NumberPrometric Course NumberCourse Name
972C20956AML Understanding the Problem and Programs to Fi..
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Life and HealthCorrespondence - Self-Study10/7/2019N/A

Course NumberPrometric Course NumberCourse Name
895C77163AML: Frequently Asked Questions
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthCorrespondence - Self-Study10/17/2016N/A

Course NumberPrometric Course NumberCourse Name
985C27554AML:Threats, Vulnerabilities, and Strategies
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2General Insurance PrinciplesCorrespondence - Self-Study12/28/2020N/A

Course NumberPrometric Course NumberCourse Name
984C27549Advance Planning for Seniors Needs, 5th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 10Life and HealthCorrespondence - Self-Study12/28/2020N/A

Course NumberPrometric Course NumberCourse Name
896C77164Advanced: Plamnning for Sr. Needs, 4th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 11Life and HealthCorrespondence - Self-Study10/17/2016N/A

Course NumberPrometric Course NumberCourse Name
894C72432Advising Clients on Medicare, 2nd Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2HealthCorrespondence - Self-Study10/4/2016N/A

Course NumberPrometric Course NumberCourse Name
488C61843Annuities for Today's Investor
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5LifeCorrespondence - Self-Study3/14/2006N/A

Course NumberPrometric Course NumberCourse Name
619C61765Annuity Concepts
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 7Life and HealthCorrespondence - Self-Study3/14/2006N/A

Course NumberPrometric Course NumberCourse Name
979C22466Annuity Essentials and FINRA Rule 2330
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2LifeCorrespondence - Self-Study3/25/2020N/A

Course NumberPrometric Course NumberCourse Name
959C18644Annuity Fundamentals and Applying FINRA Rule 2330
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Life and HealthCorrespondence - Self-Study4/9/2019N/A

Course NumberPrometric Course NumberCourse Name
867C39107Annuity Suitblty:4hr Training Course 2ED
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Annuity SuitabilityCorrespondence - Self-Study4/10/2015N/A

Course NumberPrometric Course NumberCourse Name
921C94047Anti Money Laundering:Suspicious Activities & SARs
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthCorrespondence - Self-Study11/14/2017N/A

Course NumberPrometric Course NumberCourse Name
764C03557Anti-Money Laundering Laws & Practices
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Life and HealthCorrespondence - Self-Study8/20/2009N/A

Course NumberPrometric Course NumberCourse Name
829C10186Anti-Money Laundering Training Ins. Professionals
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Life and HealthCorrespondence - Self-Study12/26/2012N/A

Course NumberPrometric Course NumberCourse Name
948C14962Anti-Money Laundering: Applying the Rules
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthCorrespondence - Self-Study10/26/2018N/A

Course NumberPrometric Course NumberCourse Name
659C61810Asset Allocation
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life and HealthCorrespondence - Self-Study3/14/2006N/A

Course NumberPrometric Course NumberCourse Name
883C69490Asset Allocation in Variable Annuities, 2nd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Life and HealthCorrespondence - Self-Study8/8/2016N/A

Course NumberPrometric Course NumberCourse Name
877C67158Auto Physical Damage Basics 4th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Property and CasualtyCorrespondence - Self-Study8/8/2016N/A

Course NumberPrometric Course NumberCourse Name
898C09482Business Cont. Training Crs. 3rd Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Life and HealthCorrespondence - Self-Study10/17/2016N/A

Course NumberPrometric Course NumberCourse Name
888C78874Business Income Coverages, 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 7Property and CasualtyCorrespondence - Self-Study9/21/2016N/A

Course NumberPrometric Course NumberCourse Name
845C19327Business Insurance Concepts, 10th Edition 12hrs
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Property and CasualtyCorrespondence - Self-Study3/25/2014N/A

Course NumberPrometric Course NumberCourse Name
982C27428Business Insurance Concepts. 11th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12General Insurance PrinciplesCorrespondence - Self-Study12/28/2020N/A

Course NumberPrometric Course NumberCourse Name
942C11465CLAIMS BASICS, 4TH EDITION
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyCorrespondence - Self-Study7/26/2018N/A

Course NumberPrometric Course NumberCourse Name
860C32950Claim Evaluation and Settlement, 2nd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Property and CasualtyCorrespondence - Self-Study11/17/2014N/A

Course NumberPrometric Course NumberCourse Name
905C93267Claim Investigation, 2nd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Property and CasualtyCorrespondence - Self-Study5/26/2017N/A

Course NumberPrometric Course NumberCourse Name
968C20187Claim Statements, 4th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Property and CasualtyCorrespondence - Self-Study7/19/2019N/A

Course NumberPrometric Course NumberCourse Name
855C30531Comm General Liabilty Rating, 9th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Property and CasualtyCorrespondence - Self-Study11/4/2014N/A

Course NumberPrometric Course NumberCourse Name
868C40485Commercial Auto Coverage, 11th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Property and CasualtyCorrespondence - Self-Study3/25/2015N/A

Course NumberPrometric Course NumberCourse Name
961C19366Commercial Auto Rating, 8th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 7Property and CasualtyCorrespondence - Self-Study4/25/2019N/A

Course NumberPrometric Course NumberCourse Name
970C20331Commercial Crime Coverage, 7th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 7Property and CasualtyCorrespondence - Self-Study8/27/2019N/A

Course NumberPrometric Course NumberCourse Name
854C30598Commercial General Liability Coverage, 9th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 10Property and CasualtyCorrespondence - Self-Study11/4/2014N/A

Course NumberPrometric Course NumberCourse Name
858C32843Commercial Inland Marine Coverage, 5th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9Property and CasualtyCorrespondence - Self-Study11/17/2014N/A

Course NumberPrometric Course NumberCourse Name
878C67289Commercial Property Coverage, 7th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 11Property and CasualtyCorrespondence - Self-Study6/17/2016N/A

Course NumberPrometric Course NumberCourse Name
885C77441Commercial Property Rating, 11th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Property and CasualtyCorrespondence - Self-Study8/15/2016N/A

Course NumberPrometric Course NumberCourse Name
974C21475Cyber Risk Insurance, 2nd ED
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyCorrespondence - Self-Study12/23/2019N/A

Course NumberPrometric Course NumberCourse Name
952C15599Disability Income Insurance, 4th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8HealthCorrespondence - Self-Study12/12/2018N/A

Course NumberPrometric Course NumberCourse Name
890C79124Dist. Planning: Required Dist., 2nd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2LifeCorrespondence - Self-Study9/21/2016N/A

Course NumberPrometric Course NumberCourse Name
897C80002Dwelling Coverage, 5th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Property and CasualtyCorrespondence - Self-Study10/17/2016N/A

Course NumberPrometric Course NumberCourse Name
978C22067Employee Group Benefits
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Life and HealthCorrespondence - Self-Study3/12/2020N/A

Course NumberPrometric Course NumberCourse Name
859C33463Equity-Indexed Annuities, 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Life / VariableCorrespondence - Self-Study11/17/2014N/A

Course NumberPrometric Course NumberCourse Name
988C11611Estate Planning Concepts 13th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 14Life and HealthCorrespondence - Self-Study8/13/2021N/A

Course NumberPrometric Course NumberCourse Name
848C21373Estate Planning Concepts, 12th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12LifeCorrespondence - Self-Study6/2/2014N/A

Course NumberPrometric Course NumberCourse Name
608C61788Ethical Practices
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12EthicsCorrespondence - Self-Study3/14/2006N/A

Course NumberPrometric Course NumberCourse Name
602C61783Ethics
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study3/14/2006N/A

Course NumberPrometric Course NumberCourse Name
950C15440Ethics at Work, 2nd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study12/12/2018N/A

Course NumberPrometric Course NumberCourse Name
884C77507Ethics for Prop. and Cas. Prof., 2nd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study8/15/2016N/A

Course NumberPrometric Course NumberCourse Name
821C99134Ethics for the Insurance Professional 4th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study6/26/2012N/A

Course NumberPrometric Course NumberCourse Name
992C18518FIC Advanced Course-Introduction to Adv.Mkt,5th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9Life and HealthCorrespondence - Self-Study8/25/2021N/A

Course NumberPrometric Course NumberCourse Name
820C99220FIC Basic Part A Intro to Life Ins 2nd Ed 3rd Rev
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 10LifeCorrespondence - Self-Study6/7/2012N/A

Course NumberPrometric Course NumberCourse Name
823C99277FIC Bsc Prt B Ethics for Ins Prof 4th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study7/12/2012N/A

Course NumberPrometric Course NumberCourse Name
977C21953FIC Intermediate Course:Needs Analysis,5th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Life and HealthCorrespondence - Self-Study2/4/2020N/A

Course NumberPrometric Course NumberCourse Name
987C11612FICF Grad I Estate Planning Concepts 13th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 14Life and HealthCorrespondence - Self-Study8/13/2021N/A

Course NumberPrometric Course NumberCourse Name
943C13336FICF Grad III-Financial Products Tran. CRS 7th E
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 11LifeCorrespondence - Self-Study8/27/2018N/A

Course NumberPrometric Course NumberCourse Name
847C21057FICF Graduate II- Business Insurance, 10th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12LifeCorrespondence - Self-Study6/2/2014N/A

Course NumberPrometric Course NumberCourse Name
983C27429FICF GraduateII-Business Insu. Concepts 11th Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12General Insurance PrinciplesCorrespondence - Self-Study12/28/2020N/A

Course NumberPrometric Course NumberCourse Name
849C21446FICF Grd 1 - Estate Planning Cncpts 12ED
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12LifeCorrespondence - Self-Study6/17/2014N/A

Course NumberPrometric Course NumberCourse Name
958C18468FINANCIAL PLANNING PROCESS, 10 EDITION
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 20Life and HealthCorrespondence - Self-Study4/9/2019N/A

Course NumberPrometric Course NumberCourse Name
937C10210FINANCIAL PRODUCTS TRAINING COURSE, 7TH EDITION
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 11Life and HealthCorrespondence - Self-Study6/7/2018N/A

Course NumberPrometric Course NumberCourse Name
876C66097FINRA Rule 2330: Deferred Variable Annuities
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Annuity SuitabilityCorrespondence - Correspondence6/30/2016N/A

Course NumberPrometric Course NumberCourse Name
914C93540Finan. Exploit of Seniors:Why Ins Agents Should...
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study8/21/2017N/A

Course NumberPrometric Course NumberCourse Name
866C38875Financial Challenges Facing Retirees, 4Th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Life and HealthCorrespondence - Self-Study3/17/2015N/A

Course NumberPrometric Course NumberCourse Name
912C93514Financial Exploitation of Seniors& Annuity Suit
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2LifeCorrespondence - Self-Study8/21/2017N/A

Course NumberPrometric Course NumberCourse Name
839C13184Flood Insurance, 2nd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Flood - NFIPCorrespondence - Self-Study8/30/2013N/A

Course NumberPrometric Course NumberCourse Name
981C23701Flood Insurance, 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Flood - NFIPCorrespondence - Self-Study9/4/2020N/A

Course NumberPrometric Course NumberCourse Name
891C78973Group Insurance, 7th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Life and HealthCorrespondence - Self-Study9/21/2016N/A

Course NumberPrometric Course NumberCourse Name
939C10776Health Care Reform,4th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Life and HealthCorrespondence - Self-Study6/26/2018N/A

Course NumberPrometric Course NumberCourse Name
980C22623Health Concepts, 21E
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life and HealthCorrespondence - Self-Study3/25/2020N/A

Course NumberPrometric Course NumberCourse Name
899C81996Health Insurance Fundamentals
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9Life and HealthCorrespondence - Self-Study2/3/2017N/A

Course NumberPrometric Course NumberCourse Name
941C11314Health Savings Accounts, 3rd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Life and HealthCorrespondence - Self-Study8/17/2018N/A

Course NumberPrometric Course NumberCourse Name
969C20278Homeowners Insurance Coverage, 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9Property and CasualtyCorrespondence - Self-Study8/12/2019N/A

Course NumberPrometric Course NumberCourse Name
971C20378Homeowners Liability Coverage, 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyCorrespondence - Self-Study8/27/2019N/A

Course NumberPrometric Course NumberCourse Name
966C20135ILITs and Estate Planning 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Life and HealthCorrespondence - Self-Study7/10/2019N/A

Course NumberPrometric Course NumberCourse Name
949C14986INDEXED PRODUCTS, 2ND EDITION
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Life and HealthCorrespondence - Self-Study10/26/2018N/A

Course NumberPrometric Course NumberCourse Name
916C93715Insurance Freaud Awareness, 4th Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Property and CasualtyCorrespondence - Self-Study9/7/2017N/A

Course NumberPrometric Course NumberCourse Name
874C55235Insurance Packages for small Businesse,4th edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 7Property and CasualtyCorrespondence - Self-Study8/3/2015N/A

Course NumberPrometric Course NumberCourse Name
920C93946Interpreting Medical Reports, 4th ED.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Property and CasualtyCorrespondence - Self-Study10/25/2017N/A

Course NumberPrometric Course NumberCourse Name
842C15857Introduction to Advanced Markets, 4th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9Life and HealthCorrespondence - Self-Study2/4/2014N/A

Course NumberPrometric Course NumberCourse Name
843C17641Introduction to Advanced Markets, 4th Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9LifeCorrespondence - Self-Study2/25/2014N/A

Course NumberPrometric Course NumberCourse Name
991C18504Introduction to Advanced Markets, 5th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9Life and HealthCorrespondence - Self-Study8/25/2021N/A

Course NumberPrometric Course NumberCourse Name
623C61769Introduction to Life Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Life and HealthCorrespondence - Self-Study3/14/2006N/A

Course NumberPrometric Course NumberCourse Name
911C93490Introduction to Trusts: Case Studies, 3RD Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Life and HealthCorrespondence - Self-Study8/21/2017N/A

Course NumberPrometric Course NumberCourse Name
956C16843Investing Retirement Assets, 4th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Life and HealthCorrespondence - Self-Study2/4/2019N/A

Course NumberPrometric Course NumberCourse Name
796C09560KY LTC & Partnrshp Policies: Initial Crs
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Long Term Care Partnership ActCorrespondence - Self-Study3/9/2011N/A

Course NumberPrometric Course NumberCourse Name
935C94749Know Your Customer & Variable Annuities FINRA2330
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3LifeCorrespondence - Self-Study4/23/2018N/A

Course NumberPrometric Course NumberCourse Name
953C15802LIFE INS POLICY COMPARISON & UNDERWRITING 3RD ED
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 10LifeCorrespondence - Self-Study12/12/2018N/A

Course NumberPrometric Course NumberCourse Name
862C35095LTC & PP 4-Hour Refresher, 2nd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Long Term Care Partnership ActCorrespondence - Self-Study1/21/2015N/A

Course NumberPrometric Course NumberCourse Name
954C15898LTC and Partnership Program 4 Hr Refresher Course
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Long Term Care Partnership ActCorrespondence - Self-Study2/4/2018N/A

Course NumberPrometric Course NumberCourse Name
947C14720Legal Concepts and Doctrines, 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Property and CasualtyCorrespondence - Self-Study10/26/2018N/A

Course NumberPrometric Course NumberCourse Name
940C10963Liability Insurance Practices, 2nd ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Property and CasualtyCorrespondence - Self-Study7/2/2018N/A

Course NumberPrometric Course NumberCourse Name
919C93927Life Concepts, 19th Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 11LifeCorrespondence - Self-Study10/18/2017N/A

Course NumberPrometric Course NumberCourse Name
933C94489Long-Term Care Concepts, 5th Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2HealthCorrespondence - Self-Study2/26/2018N/A

Course NumberPrometric Course NumberCourse Name
932C94417Long-Term Care Cov. Combined w/Annuities & Life,..
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4HealthCorrespondence - Self-Study2/2/2018N/A

Course NumberPrometric Course NumberCourse Name
967C20171Long-Term Care Suitability 3rd ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Life and HealthCorrespondence - Self-Study7/10/2019N/A

Course NumberPrometric Course NumberCourse Name
881C68515Long-Term Care, 6th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9Life and HealthCorrespondence - Self-Study8/8/2016N/A

Course NumberPrometric Course NumberCourse Name
913C93543Medical Tests and Signs, 4th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Property and CasualtyCorrespondence - Self-Study8/21/2017N/A

Course NumberPrometric Course NumberCourse Name
904C92949Medicare Supplement Policies
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2HealthCorrespondence - Self-Study4/6/2017N/A

Course NumberPrometric Course NumberCourse Name
944C14300Medicare and Medigap Insurance, 11th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Life and HealthCorrespondence - Self-Study10/11/2018N/A

Course NumberPrometric Course NumberCourse Name
903C92735Medicare, 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2HealthCorrespondence - Self-Study4/6/2017N/A

Course NumberPrometric Course NumberCourse Name
975C21687Needs Analysis, 5th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Life and HealthCorrespondence - Self-Study12/30/2019N/A

Course NumberPrometric Course NumberCourse Name
910C93464Negotiation Skills, 4th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Property and CasualtyCorrespondence - Self-Study7/18/2017N/A

Course NumberPrometric Course NumberCourse Name
963C19650PROPERTY & CASUALTY PRINCIPLES 5TH EDITION
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Property and CasualtyCorrespondence - Self-Study5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
976C21844Personal Auto Coverage, 6TH Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Property and CasualtyCorrespondence - Self-Study2/4/2020N/A

Course NumberPrometric Course NumberCourse Name
857C32636Personal Auto Rating, 5th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Personal LinesCorrespondence - Self-Study11/17/2014N/A

Course NumberPrometric Course NumberCourse Name
917C93749Personal Inland Marine and Watercraft cvg. 2nd ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Property and CasualtyCorrespondence - Self-Study10/6/2017N/A

Course NumberPrometric Course NumberCourse Name
990C16938Personal Lines Endorsements 4th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Property and CasualtyCorrespondence - Self-Study8/13/2021N/A

Course NumberPrometric Course NumberCourse Name
957C18051Personal Lines Endorsments 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Property and CasualtyCorrespondence - Self-Study4/9/2019N/A

Course NumberPrometric Course NumberCourse Name
960C19268Principles Of Retirement Planning 7th EDition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 15Life and HealthCorrespondence - Self-Study4/9/2019N/A

Course NumberPrometric Course NumberCourse Name
973C21038Problematic Beneficiary Designations, 3rd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Life and HealthCorrespondence - Self-Study11/8/2019N/A

Course NumberPrometric Course NumberCourse Name
882C68889Product Liability Insurance, 2nd Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyCorrespondence - Self-Study7/25/2016N/A

Course NumberPrometric Course NumberCourse Name
908C93435Professional Liability Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Property and CasualtyCorrespondence - Self-Study7/10/2017N/A

Course NumberPrometric Course NumberCourse Name
962C19619Property- Casualty Concepts, 13th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Property and CasualtyCorrespondence - Self-Study5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
870C43761Qualified & Nonqualified PLans, 4th ED
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9Life and HealthCorrespondence - Self-Study4/28/2015N/A

Course NumberPrometric Course NumberCourse Name
965C19721Reinsurance Basics, 3Rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Property and CasualtyCorrespondence - Self-Study5/24/2019N/A

Course NumberPrometric Course NumberCourse Name
964C19688Residential Construction Basics, 4th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Property and CasualtyCorrespondence - Self-Study5/24/2019N/A

Course NumberPrometric Course NumberCourse Name
955C16246Retirement Income Strategies 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2LifeCorrespondence - Self-Study1/3/2019N/A

Course NumberPrometric Course NumberCourse Name
879C67771Risk Management, 2nd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Property and CasualtyCorrespondence - Self-Study6/29/2016N/A

Course NumberPrometric Course NumberCourse Name
934C94515Section 529 Plans, 3rd Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3LifeCorrespondence - Self-Study3/13/2018N/A

Course NumberPrometric Course NumberCourse Name
993C19357Senior Needs Planning,6th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Pending 8Life and HealthCorrespondence - Self-StudyN/A

Course NumberPrometric Course NumberCourse Name
869C40830Seniors Needs Planning, 5th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Life and HealthCorrespondence - Self-Study3/25/2015N/A

Course NumberPrometric Course NumberCourse Name
880C67927Social Security and Medicare, 4th ED
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Life and HealthCorrespondence - Self-Study6/29/2016N/A

Course NumberPrometric Course NumberCourse Name
986C27538Social Security and Medicare,5th Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 7General Insurance PrinciplesCorrespondence - Self-Study12/28/2020N/A

Course NumberPrometric Course NumberCourse Name
906C93362Suitability for Traditional Life and UL Ins,2nd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2LifeCorrespondence - Self-Study6/20/2017N/A

Course NumberPrometric Course NumberCourse Name
886C78890TAXATION OF LIFE INS. AND AN N.,2ND ED.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Life and HealthCorrespondence - Self-Study9/21/2016N/A

Course NumberPrometric Course NumberCourse Name
951C99730Tax Cuts and Jobs Act (2017 Tax Reform)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Life and HealthCorrespondence - Self-Study12/12/2018N/A

Course NumberPrometric Course NumberCourse Name
399C53197The Ethical Insurance Producer
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5EthicsCorrespondence - Self-Study4/6/2004N/A

Course NumberPrometric Course NumberCourse Name
936C94809Umbrella Liability Coverage, 4th ED.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Property and CasualtyCorrespondence - Self-Study4/23/2018N/A

Course NumberPrometric Course NumberCourse Name
263C37308Understanding 1035 Exchanges (self-study)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6LifeCorrespondence - Self-Study10/1/2002N/A

Course NumberPrometric Course NumberCourse Name
989C13283Understanding AnnuityBestInt Obligations&FINRA2330
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Life and HealthCorrespondence - Self-Study5/11/2021N/A

Course NumberPrometric Course NumberCourse Name
945C14397Understanding IRA''s, 5th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6LifeCorrespondence - Self-Study10/11/2018N/A

Course NumberPrometric Course NumberCourse Name
872C44781Understanding Wills & Intestacy, 2nd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Life and HealthCorrespondence - Self-Study4/14/2015N/A

Course NumberPrometric Course NumberCourse Name
938C10402Underwriting Basics, 4th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Property and CasualtyCorrespondence - Self-Study6/21/2018N/A

Course NumberPrometric Course NumberCourse Name
816C98417Underwriting Practices 1st Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Property and CasualtyCorrespondence - Self-Study3/27/2012N/A

Course NumberPrometric Course NumberCourse Name
745C79482Variable Contracts (2nd Ed.)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Life / VariableCorrespondence - Self-Study8/15/2008N/A

Course NumberPrometric Course NumberCourse Name
311C31626Variable Contracts: Case Study
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Life and HealthCorrespondence - Self-Study10/1/2002N/A

Course NumberPrometric Course NumberCourse Name
918C93926Wells Fargo Annuity Training Course, 2nd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Annuity SuitabilityCorrespondence - Self-Study10/18/2017N/A

Course NumberPrometric Course NumberCourse Name
852C22840Workers'' Compensation Coverage, 4th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Property and CasualtyCorrespondence - Self-Study7/18/2014N/A


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