Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
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Annuity Suitability&Best Interest Standard:1HrTrai - C20651 | Annuity Suitability | Kaplan | 2/10/2022 | Correspondence | 1 | 9/30/2023 |
AML Understanding the Problem and Programs to Fi.. - C20956 | Life and Health | Kaplan | 7/1/2021 | Correspondence | 2 | 9/30/2021 |
Anti-Money Laundering Training Ins. Professionals - C10186 | Life and Health | Kaplan | 6/10/2021 | Correspondence | 2 | 9/30/2021 |
Anti-Money Laundering Laws & Practices - C03557 | Life and Health | Kaplan | 6/3/2021 | Correspondence | 4 | 9/30/2021 |
Annuities for Today's Investor - C61843 | Life | Kaplan | 5/14/2021 | Correspondence | 5 | 9/30/2021 |
Annuity Suitblty:4hr Training Course 2ED - C39107 | Annuity Suitability | Kaplan | 3/29/2021 | Correspondence | 4 | 9/30/2021 |
Ethics at Work, 2nd Edition - C15440 | Ethics | Kaplan | 12/18/2020 | Correspondence | 3 | 9/30/2021 |
LTC & PP 4-Hour Refresher, 2nd Edition - C35095 | Long Term Care Partnership Act | Kaplan | 12/17/2019 | Correspondence | 4 | 9/30/2021 |
Modern Variable Annuity Contract Benefits - C04528 | Life and Health | RegEd, Inc. | 7/22/2019 | Correspondence | 3 | 9/30/2019 |
Fixed Annuities - C06073 | Life | RegEd, Inc. | 5/28/2019 | Correspondence | 3 | 9/30/2019 |
Variable Annuities - C08719 | Life | RegEd, Inc. | 5/20/2019 | Correspondence | 3 | 9/30/2019 |
Indexed Annuities - C08655 | Life | RegEd, Inc. | 4/9/2019 | Correspondence | 4 | 9/30/2019 |
A Look At Advanced Variable Annuities - C67933 | Life | RegEd, Inc. | 1/23/2019 | Correspondence | 4 | 9/30/2019 |
A Walk Through the Ethical Insurance Practice - C09133 | Ethics | RegEd, Inc. | 5/7/2018 | Correspondence | 3 | 9/30/2019 |
Expect Unexpected: A Guide to Long-Term Care (4HR) - C99441 | Long Term Care Partnership Act | RegEd, Inc. | 1/17/2018 | Correspondence | 4 | 9/30/2019 |
Understanding Variable Annuities:Functions,Benefit - C63203 | Life / Variable | RegEd, Inc. | 3/30/2017 | Correspondence | 4 | 9/30/2017 |
Anti Money Laundering Programs for Life Ins Co - C98643 | Life | Kaplan | 9/29/2016 | Correspondence | 2 | 9/30/2017 |
Annuity Concepts - C61765 | Life and Health | Kaplan | 3/24/2016 | Correspondence | 7 | 9/30/2017 |
LTC & PP 4-Hour Refresher, 2nd Edition - C35095 | Long Term Care Partnership Act | Kaplan | 2/25/2016 | Correspondence | 4 | 9/30/2017 |
Ethics for the Insurance Professional 4th Edition - C99134 | Ethics | Kaplan | 10/13/2015 | Correspondence | 3 | 9/30/2017 |
KY LTC & Partnrshp Policies: Initial Crs - C09560 | Long Term Care Partnership Act | Kaplan | 11/20/2014 | Correspondence | 8 | 9/30/2015 |
Annuities for Today's Investor - C61843 | Life | Kaplan | 7/21/2014 | Correspondence | 5 | 9/30/2015 |
Retirement Planning - C44721 | Life and Health | Quest Continuing Education Solutions | 5/22/2014 | Correspondence | 6 | 9/30/2015 |
A Professional's Guide to Ethical Decision Making - C44722 | Ethics | Quest Continuing Education Solutions | 3/18/2014 | Correspondence | 9 | 9/30/2015 |
Indexed Products - C77305 | Life and Health | Kaplan | 3/28/2013 | Correspondence | 4 | 9/30/2013 |
Determining Retirement Income Needs - C34722 | Life and Health | Kaplan | 3/11/2013 | Correspondence | 5 | 9/30/2013 |
Suitability for Annuities - C33977 | Life and Health | Kaplan | 2/12/2013 | Correspondence | 7 | 9/30/2013 |
A Walk Through the Ethical Insurance Practice - C09133 | Ethics | RegEd, Inc. | 4/10/2012 | Correspondence | 3 | 9/30/2013 |
NAIC Suitability in Annuity Transactions Model Reg - C07658 | Annuity Suitability | RegEd, Inc. | 2/29/2012 | Correspondence | 4 | 9/30/2013 |
Taxation of Life Insurance Products - 2nd Edition - C55278 | Life / Variable | RegEd, Inc. | 3/24/2011 | Correspondence | 3 | 9/30/2011 |
Diversification: A Strategy for Asset Pro & Growth - C54635 | Life / Variable | RegEd, Inc. | 10/27/2010 | Correspondence | 4 | 9/30/2011 |
Customer Communications III - C55112 | Life / Variable | RegEd, Inc. | 10/21/2010 | Correspondence | 3 | 9/30/2011 |
Sarbanes-Oxley Primer: Overview/Sarbanes-Oxley Act - C55111 | Life / Variable | RegEd, Inc. | 10/18/2010 | Correspondence | 5 | 9/30/2011 |
Understanding Variable Annuities:Functions,Benefit - C63203 | Life / Variable | RegEd, Inc. | 3/11/2010 | Correspondence | 4 | 9/30/2011 |
Unethical Behavior - Opportunities Abound - C03113 | Ethics | RegEd, Inc. | 3/9/2010 | Correspondence | 4 | 9/30/2011 |
Foundations-Educated Investor - C27465 | Life and Health | Goldman Sachs Asset Management | 8/5/2009 | Classroom | 1 | 9/30/2009 |
Ethics and Insurance - C11879 | Ethics | Financial Campus | 8/20/2008 | Correspondence | 8 | 9/30/2009 |
Advanced Variable Annuities - C31056 | Life | RegEd, Inc. | 8/20/2008 | Correspondence | 2 | 9/30/2009 |
The Roth 401(k) - C59887 | Life / Variable | Wood Logan Academy | 12/6/2007 | Classroom | 1 | 9/30/2009 |
Life After the Excise Tax - C27174 | Life and Health | Goldman Sachs Asset Management | 11/15/2007 | Classroom | 1 | 9/30/2009 |
Variable Annuity Suitability - C59886 | Life / Variable | Wood Logan Academy | 11/1/2007 | Classroom | 1 | 9/30/2009 |
From One Generation to the Next: Benefits of Fund - C66865 | Life / Variable | Wood Logan Academy | 11/1/2007 | Classroom | 1 | 9/30/2009 |
Opportunity-Small Business Market - C27466 | Life and Health | Goldman Sachs Asset Management | 10/18/2007 | Classroom | 1 | 9/30/2009 |
The Rollover Decision - C27464 | Life and Health | Goldman Sachs Asset Management | 10/18/2007 | Classroom | 1 | 9/30/2009 |
IRC Section 72(t) - C27175 | Life and Health | Goldman Sachs Asset Management | 10/18/2007 | Classroom | 1 | 9/30/2009 |
Accessing Retirement Assets - C32720 | Life and Health | Wood Logan Academy | 9/27/2007 | Classroom | 2 | 9/30/2009 |
Getting It Right: A Guide to Constructing Success - C66868 | Life / Variable | Wood Logan Academy | 9/27/2007 | Classroom | 1 | 9/30/2009 |
Annuity Features & Benefits - C40396 | Life / Variable | Wood Logan Academy | 2/15/2007 | Classroom | 1 | 9/30/2009 |
Advanced College Savings Concepts - C38140 | Life | Wood Logan Academy | 2/15/2007 | Classroom | 1 | 9/30/2009 |
Is the Bull Market Over? - C27173 | General Insurance Principles | Goldman Sachs Asset Management | 12/4/2006 | Classroom | 1 | 9/30/2009 |
Morningstar Portfolio Analysis Tool - C54855 | Life and Health | Goldman Sachs Asset Management | 12/4/2006 | Classroom | 2 | 9/30/2009 |
The Key to Equity Indexed Annuities - C25199 | Life and Health | Affordable-Success-FirstChoice-ClienTell CE | 10/13/2005 | Classroom | 2 | 6/30/2006 |
Managing Investment Risk - C27469 | Life and Health | Goldman Sachs Asset Management | 6/29/2005 | Classroom | 1 | 6/30/2006 |
The Rollover Decision - C27464 | Life and Health | Goldman Sachs Asset Management | 6/29/2005 | Classroom | 1 | 6/30/2006 |
Understanding Qualified Plans and Annuities - C12111 | Life and Health | Affordable-Success-FirstChoice-ClienTell CE | 6/8/2005 | Classroom | 2 | 6/30/2006 |
Morningstar Portfolio Analysis Tool - C54855 | Life and Health | Goldman Sachs Asset Management | 12/7/2004 | Classroom | 2 | 6/30/2006 |
Ethics for Life Insurance - C55721 | Ethics | Cincinnati Insurance Board | 11/18/2004 | Classroom | 3 | 6/30/2006 |
Practical Estate Planning - C28475 | General Insurance Principles | RegEd, Inc. | 8/5/2004 | Correspondence | 12 | 6/30/2006 |