DEPARTMENT OF INSURANCE

Provider Information

PR01876: Pass Perfect, LLC
PSI Provider Number:	S17350
Provider Type:	Independent
CE Certification Date:	9/13/2022
PL Certification Date:	9/13/2022
Address:	3625 Brookside Parkway Suite 450 Alpharetta, GA 30022
Web Url:	http://www.passperfect.com
Contact:	Lisa Stafford
Telephone:	317-308-0877
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
32	C25139	Affordable Care Act-Ind Rights&Res...
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life and Health	Correspondence - Self-Study	1/18/2023	N/A

Course Number	PSI Course Number	Course Name
24	C25032	Annuity Suitability and Best Interest Training
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Annuity Suitability	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
16	C25008	Avoiding E&O Claims
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	General Insurance Principles	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
14	C25009	Business Disability Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	9	Life and Health	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
17	C25010	Business Life Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	9	Life	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
19	C25011	Casualty Insurance Essentials
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Casualty	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
18	C25012	College...Planning and Paying for it
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
48	C25731	DesigningQualifiedPlansToMeetEmployerObjective
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life	Correspondence - Self-Study	8/21/2023	N/A

Course Number	PSI Course Number	Course Name
21	C25013	Disability Income
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	Life and Health	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
43	C25315	Disability Insurance Products and Principles
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Life and Health	Correspondence - Self-Study	2/22/2023	N/A

Course Number	PSI Course Number	Course Name
47	C25339	Disability Insurance Products and Principles
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Life and Health	Correspondence - Self-Study	5/5/2023	N/A

Course Number	PSI Course Number	Course Name
49	C25768	Estate Tax Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Correspondence - Self-Study	8/21/2023	N/A

Course Number	PSI Course Number	Course Name
36	C25243	Ethical Considerations in Selling to Seniors
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	2/2/2023	N/A

Course Number	PSI Course Number	Course Name
22	C25014	Ethics Insurance Practices
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	7	Ethics	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
33	C25192	Ethics for the Financial Services Practitioner
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Ethics	Correspondence - Self-Study	1/18/2023	N/A

Course Number	PSI Course Number	Course Name
20	C25015	Ethics...Handling the Money
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	10	Ethics	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
23	C25017	Flood and Flood Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Flood - NFIP	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
31	C25135	HIPPA Principles and Provisions
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Life and Health	Correspondence - Self-Study	1/18/2023	N/A

Course Number	PSI Course Number	Course Name
12	C25018	Health Insurance Essentials
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Health	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
34	C25208	Healthcare Reform Coverage
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Health	Correspondence - Self-Study	1/27/2023	N/A

Course Number	PSI Course Number	Course Name
37	C25245	Healthcare Reform-Affordable Care Act Tax Provisio
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Life and Health	Correspondence - Self-Study	2/15/2023	N/A

Course Number	PSI Course Number	Course Name
13	C25019	Hedge Funds Basics
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	7	Life	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
5	C25020	Homeowners Insurance Valuation
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	9	Property and Casualty	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
3	C25021	Identity Theft
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	8	General Insurance Principles	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
51	C25789	Individual Retirement Accounts
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Life	Correspondence - Self-Study	8/21/2023	N/A

Course Number	PSI Course Number	Course Name
4	C25022	Insurance Ethics 101
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Ethics	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
7	C25024	Insurance for Residential Properties
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	7	Property and Casualty	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
9	C25027	LTCP 8-Hours Initial Training Course
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	8	Long Term Care Partnership Act	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
6	C25025	Life Insurance Essentials
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Life	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
11	C25026	Long Term Care 4-Hours Review Training
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Long Term Care Partnership Act	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
50	C25793	Nonqualified Plans
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Life and Health	Correspondence - Self-Study	8/21/2023	N/A

Course Number	PSI Course Number	Course Name
10	C25028	Patient Protection & Affordable Care Act of 2010
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life and Health	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
38	C25270	Personal Life Insurance Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	General Insurance Principles	Correspondence - Self-Study	2/2/2023	N/A

Course Number	PSI Course Number	Course Name
39	C25281	Principles of Reinsurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Correspondence - Self-Study	2/7/2023	N/A

Course Number	PSI Course Number	Course Name
42	C25316	Principles of Wealth Management
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	7	General Insurance Principles	Correspondence - Self-Study	2/22/2023	N/A

Course Number	PSI Course Number	Course Name
46	C25333	Principles of Wealth Management
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	7	Life, Health, Property & Casualty	Correspondence - Self-Study	5/5/2023	N/A

Course Number	PSI Course Number	Course Name
8	C25029	Property Insurance Essentials
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Property	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
25	C25030	Retirement...IRAs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
45	C25321	Tax Treatment Of Life Insurance Proceeds
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Life and Health	Correspondence - Self-Study	2/22/2023	N/A

Course Number	PSI Course Number	Course Name
35	C25242	Tax Treatment if Sickness and Injury Plans
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Life and Health	Correspondence - Self-Study	2/2/2023	N/A

Course Number	PSI Course Number	Course Name
52	C25810	Tax-Sheltered Annuity Plans
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Life	Correspondence - Self-Study	8/21/2023	N/A

Course Number	PSI Course Number	Course Name
40	C25287	Universal Life Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life and Health	Correspondence - Self-Study	2/15/2023	N/A

Course Number	PSI Course Number	Course Name
26	C25031	Variable Annuities
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	5	Life / Variable	Correspondence - Self-Study	12/9/2022	N/A

Course Number	PSI Course Number	Course Name
41	C25306	Variable Universal Life Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life and Health	Correspondence - Self-Study	2/15/2023	N/A

Course Number	PSI Course Number	Course Name
44	C25309	Viatical and Life Settlements
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Life and Health	Correspondence - Self-Study	2/22/2023	N/A