DEPARTMENT OF INSURANCE
Provider Information
PR0404: Pacific Life-Retirement Solutions Division
Prometric Provider Number: S11556 
Provider Type: Company
CE Certification Date: 10/1/2002

PL Certification Date: 10/2/2002

Address: 88 Lake Tarleton Rd.
Warren, NH 03279
Contact: Deirdre Patten
Telephone: 603-236-3300
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
71C07326Annuity Sales Practices - Suitability & Ethical
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1EthicsClassroom8/10/2010N/A

Course NumberPrometric Course NumberCourse Name
133C12307CC: Creditor Concerns for Retirement Savings
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom4/13/2021N/A

Course NumberPrometric Course NumberCourse Name
132C12306CC: Creditor Concerns for Retirement Savings (Web)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom4/13/2021N/A

Course NumberPrometric Course NumberCourse Name
111C23548CC: I''ve Inherited an IRA; Now What ?- Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom8/27/2020N/A

Course NumberPrometric Course NumberCourse Name
114C23561CC: Insuring Ret for Todays''s Woman-Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom8/27/2020N/A

Course NumberPrometric Course NumberCourse Name
107C23552CC: Plng For Healthcare in Ret- Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom8/27/2020N/A

Course NumberPrometric Course NumberCourse Name
106C23564CC: Should My Trust be the Bene....-Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom8/27/2020N/A

Course NumberPrometric Course NumberCourse Name
126C24704CC: Should a CRT Be The Beneficiary of My IRA ?
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom12/2/2020N/A

Course NumberPrometric Course NumberCourse Name
99C15038CC:Insuring Retirement for Today''s Woman
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom11/8/2018N/A

Course NumberPrometric Course NumberCourse Name
129C28252CC:Should a CRT BE Beneficiary...Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom1/18/2021N/A

Course NumberPrometric Course NumberCourse Name
112C23555Client COnversations:IRAs in Today''s Tax Enviromen
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)8/12/2020N/A

Course NumberPrometric Course NumberCourse Name
118C23557Client Conversatins:ROth IRAs-Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)8/12/2020N/A

Course NumberPrometric Course NumberCourse Name
104C20848Client Conversations: Creating Lifetime Income
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom9/30/2019N/A

Course NumberPrometric Course NumberCourse Name
119C23558Client Conversations: IDK about NQAs-Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom8/12/2020N/A

Course NumberPrometric Course NumberCourse Name
97C13410Client Conversations: Roth IRAs
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom9/5/2018N/A

Course NumberPrometric Course NumberCourse Name
98C15036Client Conversations:IDK about NQAs
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life / VariableClassroom11/8/2018N/A

Course NumberPrometric Course NumberCourse Name
102C15039Client Conversations:IRAs in Today''s Tax Environ..
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom11/8/2018N/A

Course NumberPrometric Course NumberCourse Name
109C23565Client Conversations:Should my Trust be my Benefic
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom8/27/2020N/A

Course NumberPrometric Course NumberCourse Name
100C15040Conducting Business Ethically Sr Clients
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2EthicsClassroom11/8/2018N/A

Course NumberPrometric Course NumberCourse Name
116C23560Conducting Business Ethically When Dealing with Se
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2EthicsClassroom - Webinar (Classroom)8/12/2020N/A

Course NumberPrometric Course NumberCourse Name
113C23554Elements of Value-How Advisors Can Use Insured Sol
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom - Webinar (Classroom)8/12/2020N/A

Course NumberPrometric Course NumberCourse Name
105C21123Elements of Value-How Advisors Can Use Insured...
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom12/12/2019N/A

Course NumberPrometric Course NumberCourse Name
125C24042Ethical...Annuities amd Money in Motion
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1EthicsClassroom10/5/2020N/A

Course NumberPrometric Course NumberCourse Name
124C24041Ethical..Annuities Money in Motion Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1EthicsClassroom10/5/2020N/A

Course NumberPrometric Course NumberCourse Name
103C19938Ethics and Best Practices with Elder Clients
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsClassroom7/10/2019N/A

Course NumberPrometric Course NumberCourse Name
108C23566Ethics and Best Practices with Elder Clients-Webin
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsClassroom - Webinar (Classroom)8/12/2020N/A

Course NumberPrometric Course NumberCourse Name
135C12989Ethics, Senior Clients, and You
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1EthicsClassroom5/4/2021N/A

Course NumberPrometric Course NumberCourse Name
134C12993Ethics, Senior Clients, and You -Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1EthicsClassroom5/4/2021N/A

Course NumberPrometric Course NumberCourse Name
93C93478Healthcare in Retirement:The Need for Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom7/27/2017N/A

Course NumberPrometric Course NumberCourse Name
72C09737IRA Beneficiary Planning 201
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/14/2011N/A

Course NumberPrometric Course NumberCourse Name
73C95820IRA Beneficiary Planning 301
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom6/20/2011N/A

Course NumberPrometric Course NumberCourse Name
92C92246IRA Beneficiary Planning 401: Trust as Beneficiary
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom12/8/2016N/A

Course NumberPrometric Course NumberCourse Name
89C59655Income Annuities: Income Now or Later
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom1/4/2016N/A

Course NumberPrometric Course NumberCourse Name
95C94011Managing Risks in Retirement
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom11/27/2017N/A

Course NumberPrometric Course NumberCourse Name
117C23559Managing Risks in Retirement-Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom - Webinar (Classroom)8/12/2020N/A

Course NumberPrometric Course NumberCourse Name
128C28041Money in Motion:Opportunities...Rollovers
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom1/14/2021N/A

Course NumberPrometric Course NumberCourse Name
127C28042Money in Motion:Opportunities..Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom1/14/2021N/A

Course NumberPrometric Course NumberCourse Name
115C23562Non-Qualified Deferred Annuties-Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Annuities and SecuritiesClassroom - Webinar (Classroom)8/12/2020N/A

Course NumberPrometric Course NumberCourse Name
94C94012Non-Qualified Deffereed Annuities
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Annuities and SecuritiesClassroom11/27/2017N/A

Course NumberPrometric Course NumberCourse Name
86C55457Owner RMDs from IRAs (1hr)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life / VariableClassroom8/11/2015N/A

Course NumberPrometric Course NumberCourse Name
91C62186RETIRMNT PLAINGN STRAGES FOR GRWTH,INCOME WLTH TRF
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom2/11/2016N/A

Course NumberPrometric Course NumberCourse Name
130C11344Ret Planning Strategies-Wealth Transfer-Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/18/2021N/A

Course NumberPrometric Course NumberCourse Name
131C11342Ret Planning Strategies-Weath Transfer
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/18/2021N/A

Course NumberPrometric Course NumberCourse Name
123C23563Retirement Planning Strategies for Growth,Income a
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)8/12/2020N/A

Course NumberPrometric Course NumberCourse Name
64C01823Suitability & Ethical Considerations for Annuity
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1EthicsClassroom3/31/2009N/A

Course NumberPrometric Course NumberCourse Name
80C43739The Changing Exchanges of Section 1035
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom9/17/2012N/A

Course NumberPrometric Course NumberCourse Name
101C15043Today''s Social Security for Today''s Family
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom11/8/2018N/A

Course NumberPrometric Course NumberCourse Name
110C23553Todays''s Social Security for Today''s Family Webina
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)8/12/2020N/A

Course NumberPrometric Course NumberCourse Name
120C23547client conversations creating lifetime income webi
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom - Webinar (Classroom)8/12/2020N/A

Course NumberPrometric Course NumberCourse Name
122C23546client conversations:i''ve inherited an IRA:now wha
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom8/27/2020N/A

Course NumberPrometric Course NumberCourse Name
121C23545client conversations:planning for healthcare retir
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom8/27/2020N/A


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