| Course Number | PSI Course Number | Course Name |
| 126 | C69351 | Adv Gifting Techs w/Irrevocable Life Ins Trusts |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 206 | C101140 | BUSINESS ENTITIES - FOCUS ON PARTNERSHIPS |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 10/6/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 205 | C101139 | BUSINESS ENTITIES - FOCUS ON PARTNERSHIPS - WEBINAR |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 7/10/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 204 | C101138 | BUSINESS ENTITIES - FOCUS ON S CORPORATIONS |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 7/10/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 203 | C101137 | BUSINESS ENTITIES - FOCUS ON S CORPORATIONS - WEBINAR |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 7/10/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 198 | C100653 | BUSINESS ENTITIES - WEBINAR |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom - Webinar (Classroom) | 1/30/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 117 | C66906 | Basics of Disability Income Insurance |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 155 | C12740 | Building Flexibility into Your Insurance Trust |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 181 | C14235 | Business Entities |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life and Health | Classroom | 8/5/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 161 | C14577 | Business Succession Planning for the Family Busine |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 197 | C100652 | CHARITABLE GIVING - WEBINAR |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom - Webinar (Classroom) | 1/30/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 163 | C18206 | Charitable Giving |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life and Health | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 168 | C45129 | Creating Lifetime Retirement Income |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 194 | C26838 | Creative Buy-Sell Planning -Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom | 3/19/2024 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 193 | C26837 | Creative Buy-Sell Planning-Classroom |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom | 3/19/2024 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 162 | C17877 | DI: Buy-Sell Agreement & Funding |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 199 | C100654 | DIVORCE - HELPING YOUR CLIENTS PLAN FOR THE FUTURE |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 1/30/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 171 | C63126 | DIVORCE - HELPING YOUR CLIENTS PLAN FOR THE FUTURE |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 200 | C100655 | DIVORCE - HELPING YOUR CLIENTS PLAN FOR THE FUTURE - WEBINAR |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 1/30/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 196 | C100651 | ESTATE PLANNING AND BUSINESS PLANNING - WEBINAR |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 1/30/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 179 | C11943 | Elder Planning |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life and Health | Classroom | 5/21/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 189 | C26492 | Estate Planning For Small Business Owners-Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 12/12/2023 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 169 | C56971 | Estate Planning Mistakes - The Top Ten |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 188 | C26490 | Estate Planning Mistakes-The Top Ten-Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life and Health | Classroom - Webinar (Classroom) | 12/12/2023 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 149 | C59548 | Estate Planning and Business Planning |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 175 | C11712 | Estate Planning for Small Business Owners |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 8/30/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 173 | C92968 | Estate Tax Planning for Non U.S. Citizens |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom | 3/28/2017 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 191 | C26495 | Executive Benefit Planning With Life Insurance-Web |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life and Health | Classroom - Webinar (Classroom) | 12/12/2023 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 147 | C97783 | Executive Benefit Planning with Life Insurance |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 145 | C96707 | Executive Bonus Plans - The Basics and More |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 180 | C17473 | Hybrid Life/Long Term Care Solutions (Classroom) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 8/2/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 164 | C21760 | Introduction to Business Insurance |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 153 | C11733 | Introduction to Buy Sell |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 195 | C100650 | LIFE INSURANCE FUNDING STRATEGIES - WEBINAR |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 1/30/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 107 | C61256 | LTCI Planning: A Workshop |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 186 | C25885 | Life Insurance Funding Strategies |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 6/15/2023 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 138 | C03160 | Life Insurance in a Qualified Plan |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life and Health | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 170 | C57857 | Life Insurance: Intro to Permanent Products |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 182 | C80082 | Medicaid-Classroom |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom | 4/26/2022 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 156 | C12504 | Pass-Through Entity Continuation Planning |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 174 | C11711 | Planning for the Professional |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 8/30/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 185 | C25471 | SECURE Act 2.0-Classroom |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 3/23/2023 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 202 | C101001 | SPLIT DOLLAR ARRANGEMENT |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life, Health, Property & Casualty | Classroom | 6/2/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 201 | C101000 | SPLIT DOLLAR ARRANGEMENT WEBINAR |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 4 | Life, Health, Property & Casualty | Classroom - Webinar (Classroom) | 6/2/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 139 | C03686 | Securing Retirement |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 167 | C43069 | Social Security&Medicare..Understanding theBenefit |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life and Health | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 187 | C26491 | SocialSecurity&Medicare...UnderstandingTheBenef-We |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life and Health | Classroom - Webinar (Classroom) | 12/12/2023 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 178 | C16899 | Split Dollar Arrangements |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom | 2/20/2019 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 165 | C38069 | TRUST US... THE BASICS |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 5/9/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 183 | C25283 | The Role Of MY GAs in the Portfolio -Classroom |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 2/24/2023 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 176 | C14994 | The Taxation of Life Insurance |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom | 10/30/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 192 | C26494 | Using Loans In Estate And Business Planning-Webina |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 12/12/2023 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 184 | C25470 | Using Loans In Estate and Business Planning-Class |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 3/23/2023 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 177 | C14995 | Who Owners Your Life Insurance Policy? |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 2 | Life | Classroom | 10/30/2018 | N/A |
|