Course Number | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 |
|