Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
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Regulation Best Interest-Annuities - C13918 | Annuity Suitability | Affordable-Success-FirstChoice-ClienTell CE | 8/26/2022 | Correspondence | 4 | 7/31/2024 |
Ethical Issues in Insurance - C98460 | Ethics | Commonwealth Schools of Insurance, Inc. | 8/2/2022 | Correspondence | 6 | 7/31/2022 |
HS 311 Fundamentals of Insurance Planning - C57908 | Life, Health, Property & Casualty | American College, The | 11/9/2021 | Classroom | 12 | 7/31/2022 |
HS 300 Financial Planning: Process and Environmen - C58003 | Life | American College, The | 7/12/2021 | Classroom | 28 | 7/31/2022 |
An Introduction to Estate Planning - C93421 | Life and Health | Commonwealth Schools of Insurance, Inc. | 6/30/2020 | Correspondence | 8 | 7/31/2020 |
Ethical Issues - Part I - C98461 | Ethics | Commonwealth Schools of Insurance, Inc. | 6/30/2020 | Correspondence | 3 | 7/31/2020 |
Needs Analysis, The Basics - C93871 | Life, Health, Property & Casualty | Commonwealth Schools of Insurance, Inc. | 6/30/2020 | Correspondence | 7 | 7/31/2020 |
Client Conversations:IRAs in Today''s Tax Environ.. - C15039 | Life | Pacific Life Insurance Company c/o Quest CE | 6/18/2019 | Classroom | 1 | 7/31/2020 |
Client Conversations: Roth IRAs - C13410 | Life | Pacific Life Insurance Company c/o Quest CE | 4/9/2019 | Classroom | 1 | 7/31/2020 |
Annuities & Suitability Explained - C05565 | Annuity Suitability | National Underwriter Company, The | 11/28/2018 | Correspondence | 4 | 7/31/2020 |
Suitability & Ethical Considerations for Annuity - C01823 | Ethics | Pacific Life Insurance Company c/o Quest CE | 11/27/2018 | Classroom | 1 | 7/31/2020 |
Annuity Sales Practices - Suitability & Ethical - C07326 | Ethics | Pacific Life Insurance Company c/o Quest CE | 11/27/2018 | Classroom | 1 | 7/31/2020 |
IRA Beneficiary Planning 401: Trust as Beneficiary - C92246 | Life | Pacific Life Insurance Company c/o Quest CE | 8/28/2018 | Classroom | 1 | 7/31/2020 |