DEPARTMENT OF INSURANCE
Provider Information
PR0459: Broker Educational Sales and Training
Prometric Provider Number: S12018 
Provider Type: Independent
CE Certification Date: 9/7/1998

PL Certification Date: 10/2/2002

Address: 7137 Congress St
New Port Richey, FL 34653
Contact: Jessica Rodriguez
Telephone: 800-345-5669
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
279C988504-Hour Annuity Training Course
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Annuity SuitabilityCorrespondence - Self-Study5/8/2012N/A

Course NumberPrometric Course NumberCourse Name
406C19592401(k) Primer I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
368C76840Advanced Planning Life Insurance Strategies
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom8/8/2016N/A

Course NumberPrometric Course NumberCourse Name
308C24432Advisors Guide to Medicare and Medicaid
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12HealthCorrespondence - Self-Study8/11/2014N/A

Course NumberPrometric Course NumberCourse Name
327C54081Aging
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeCorrespondence - Self-Study8/14/2015N/A

Course NumberPrometric Course NumberCourse Name
396C18192Best Practices and Estate Planning Opportunitites
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/7/2019N/A

Course NumberPrometric Course NumberCourse Name
414C13653Building a Generation Resilient Business-OL
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Pending 1LifeCorrespondence - Self-StudyN/A

Course NumberPrometric Course NumberCourse Name
389C94669CERTIFIED PLAN FIDUCIARY ADVISER
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 14LifeCorrespondence - Self-Study4/3/2018N/A

Course NumberPrometric Course NumberCourse Name
324C53948Cash Balance Plans
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom8/14/2015N/A

Course NumberPrometric Course NumberCourse Name
322C52902Concentrated Wealth at Work
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom5/26/2015N/A

Course NumberPrometric Course NumberCourse Name
361C65881Disability Income Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthCorrespondence - Self-Study4/14/2016N/A

Course NumberPrometric Course NumberCourse Name
379C93234ESSENTIAL IRA AND RETIREMENT PLAN BEST PRACTICES
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom5/19/2017N/A

Course NumberPrometric Course NumberCourse Name
390C94728Emerging Markets Spotlight
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom4/23/2018N/A

Course NumberPrometric Course NumberCourse Name
321C45623Estate Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 20Life and HealthCorrespondence - Self-Study5/15/2015N/A

Course NumberPrometric Course NumberCourse Name
359C65915Estate Tax Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom4/14/2016N/A

Course NumberPrometric Course NumberCourse Name
250C05246Ethical Practices & Standards
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1EthicsClassroom2/9/2010N/A

Course NumberPrometric Course NumberCourse Name
376C92817Ethics For The Insurance Producer
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5EthicsCorrespondence - Self-Study3/14/2017N/A

Course NumberPrometric Course NumberCourse Name
402C19609Ethics for the Insurance Producer I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1EthicsClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
326C55644Fundamentals of Estate Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 15LifeCorrespondence - Self-Study8/10/2015N/A

Course NumberPrometric Course NumberCourse Name
405C19591Funding Long Term Care I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
356C65793Gauranteed Universal Life Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeCorrespondence - Self-Study4/7/2016N/A

Course NumberPrometric Course NumberCourse Name
384C94002Guide to Retirement Planning Strategies
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 14LifeCorrespondence - Self-Study11/10/2017N/A

Course NumberPrometric Course NumberCourse Name
409C23965IRA PLANNING-SS
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Pending 0Personal LinesCorrespondence - Self-StudyN/A

Course NumberPrometric Course NumberCourse Name
404C19600IRA Planning I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
353C65768Indexed Universal Life Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeCorrespondence - Self-Study4/7/2016N/A

Course NumberPrometric Course NumberCourse Name
386C94269It''s All About Income
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom1/2/2018N/A

Course NumberPrometric Course NumberCourse Name
240C03349Kentucky 8-Hour Long-Term Care Partnership
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Long Term Care Partnership ActCorrespondence - Self-Study8/11/2009N/A

Course NumberPrometric Course NumberCourse Name
413C13364Life Insurance Planning & Ethical Practices
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12General Insurance PrinciplesCorrespondence - Self-Study5/11/2021N/A

Course NumberPrometric Course NumberCourse Name
412C13363Life Insurance Planning & Ethical Practices-ETHICS
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study5/11/2021N/A

Course NumberPrometric Course NumberCourse Name
411C13359Life Insurance Planning Strategies
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12LifeCorrespondence - Self-Study5/11/2021N/A

Course NumberPrometric Course NumberCourse Name
360C65880Long Term Care Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeCorrespondence - Self-Study4/19/2016N/A

Course NumberPrometric Course NumberCourse Name
399C19601Managing Retirement Income I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
381C93361Maximizing the Value of 529 Plans to the Clients
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom6/16/2017N/A

Course NumberPrometric Course NumberCourse Name
241C02829NAIC 4-Hour Long-Term Care Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Long Term Care Partnership ActCorrespondence - Self-Study8/17/2009N/A

Course NumberPrometric Course NumberCourse Name
256C05836Planning for Health Care in Retirement
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/22/2010N/A

Course NumberPrometric Course NumberCourse Name
398C19602Planning with Medicare I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
276C97878Planning with Social Security
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom1/25/2012N/A

Course NumberPrometric Course NumberCourse Name
401C19604Planning with Social Security I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
400C19606Planning with Social Security and Medicare I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
375C92673Retirement Income Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom2/13/2017N/A

Course NumberPrometric Course NumberCourse Name
395C17194Retirement Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life and HealthCorrespondence - Self-Study2/21/2019N/A

Course NumberPrometric Course NumberCourse Name
311C36470Retirement Plans for Small Businesses
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life and HealthCorrespondence - Self-Study1/20/2015N/A

Course NumberPrometric Course NumberCourse Name
397C18945Retirment Resouce Guide 2019
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life and HealthCorrespondence - Self-Study4/3/2019N/A

Course NumberPrometric Course NumberCourse Name
407C20669Small Business Retirement Plans & EthicalPractices
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12LifeCorrespondence - Self-Study8/28/2019N/A

Course NumberPrometric Course NumberCourse Name
294C13459Small Business Retirements Plans
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom8/19/2013N/A

Course NumberPrometric Course NumberCourse Name
408C20671Small BusinessRetirementPlansEthicPracticeETHICS
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4EthicsCorrespondence - Self-Study8/28/2019N/A

Course NumberPrometric Course NumberCourse Name
403C19607Suitability of Annuities I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
358C65789Term Life Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeCorrespondence - Self-Study4/7/2016N/A

Course NumberPrometric Course NumberCourse Name
366C68256The Advisor''s Guide to 401(k) Plans
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Annuities and SecuritiesCorrespondence - Self-Study7/5/2016N/A

Course NumberPrometric Course NumberCourse Name
373C92593The Advisor''s Guide to IRA''s
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life and HealthCorrespondence - Self-Study1/30/2017N/A

Course NumberPrometric Course NumberCourse Name
352C65706The Advisor''s Guide to Social Insurance Programs
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12LifeCorrespondence - Self-Study4/7/2016N/A

Course NumberPrometric Course NumberCourse Name
336C56849The Advisors Guide To Retirement Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12LifeCorrespondence - Self-Study10/7/2015N/A

Course NumberPrometric Course NumberCourse Name
312C36955The Advisors Guide To Social Security Benefits
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8LifeCorrespondence - Self-Study2/6/2015N/A

Course NumberPrometric Course NumberCourse Name
372C92603The Advisors Guide to Annuities & Ethical Prac-Eth
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study1/30/2017N/A

Course NumberPrometric Course NumberCourse Name
374C92602The Advisors Guide to Annuities and Ethical Practi
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9LifeCorrespondence - Self-Study1/30/2017N/A

Course NumberPrometric Course NumberCourse Name
410C12351The Best Interest Standard for AnnuityTransactions
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Annuity SuitabilityClassroom4/20/2021N/A

Course NumberPrometric Course NumberCourse Name
331C56576Understanding Soc. Sec, Medicare & Gov't Benefits
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life, Health, Property & CasualtyCorrespondence - Self-Study9/8/2015N/A

Course NumberPrometric Course NumberCourse Name
357C65788Universal Life Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom4/7/2016N/A

Course NumberPrometric Course NumberCourse Name
355C65794Variable Universal Life Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life / VariableCorrespondence - Self-Study4/7/2016N/A

Course NumberPrometric Course NumberCourse Name
388C94404Washington Update
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom2/2/2018N/A

Course NumberPrometric Course NumberCourse Name
291C11423Wealth Transfer Planning After ATRA of 2012
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/13/2013N/A

Course NumberPrometric Course NumberCourse Name
354C65795Whole Life Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life, Health, Property & CasualtyCorrespondence - Self-Study4/7/2016N/A


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