| Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
|---|
| Ethical Business Practices:Diversity,Equity,&Inclu - C24065 | Ethics | WebCE, Inc | 11/6/2025 | Correspondence | 1 | 8/31/2025 |
| Ethics, Senior Clients, and You -Webinar - C12993 | Ethics | Pacific Life Insurance Company c/o Quest CE | 6/18/2025 | Classroom | 1 | 8/31/2025 |
| Annuities for Small Business Owners - C11946 | Life | Jackson National Life Distributors | 6/12/2025 | Classroom | 1 | 8/31/2025 |
| CC: Adding an Annuity to an IRA (Webinar) - C17930 | Life and Health | Pacific Life Insurance Company c/o Quest CE | 5/21/2025 | Classroom | 1 | 8/31/2025 |
| Guide to Retirement Planning Strategies - C94002 | Life | Broker Educational Sales and Training | 2/27/2025 | Correspondence | 14 | 8/31/2025 |
| Client Conversations:Seven Ideas to Manage RMD(Web - C22098 | General Insurance Principles | Pacific Life Insurance Company c/o Quest CE | 11/20/2024 | Classroom | 1 | 8/31/2025 |
| Retirement Planning Strategies for Growth,Income a - C23563 | Life | Pacific Life Insurance Company c/o Quest CE | 9/18/2024 | Classroom | 1 | 8/31/2025 |
| CC: Creditor Concerns for Retirement Savings (Web) - C12306 | Life and Health | Pacific Life Insurance Company c/o Quest CE | 4/24/2024 | Classroom | 1 | 8/31/2025 |
| Ethical..Annuities Money in Motion Webinar - C24041 | Ethics | Pacific Life Insurance Company c/o Quest CE | 2/26/2024 | Classroom | 1 | 8/31/2025 |
| Art and Science of Retirement Planning - C20635 | General Insurance Principles | Quest Continuing Education Solutions | 11/17/2023 | Correspondence | 21 | 8/31/2025 |
| Ethical Practice Standards for Today''s Producer - C02695 | Ethics | WebCE, Inc | 7/12/2023 | Correspondence | 4 | 8/31/2023 |
| Financial Planning and Ethics (Ethic Section) - C94292 | Ethics | Sigco, Inc. dba Pohs Institute | 2/2/2023 | Correspondence | 6 | 8/31/2023 |
| Financial Planning and Ethics - C94294 | Life and Health | Sigco, Inc. dba Pohs Institute | 2/2/2023 | Correspondence | 18 | 8/31/2023 |
| Guide to Retirement Planning Strategies - C94002 | Life | Broker Educational Sales and Training | 11/8/2022 | Correspondence | 14 | 8/31/2023 |
| Annuity Suitability and Best Interest Standards - C20776 | Annuity Suitability | WebCE, Inc | 6/28/2022 | Correspondence | 4 | 8/31/2023 |
| Recommending Annuties Under the New NAIC Best Inst - C23810 | Annuity Suitability | RegEd, Inc. | 6/23/2022 | Correspondence | 1 | 8/31/2023 |
| Ethics, Senior Clients, and You -Webinar - C12993 | Ethics | Pacific Life Insurance Company c/o Quest CE | 6/8/2022 | Classroom | 1 | 8/31/2023 |
| Ethical..Annuities Money in Motion Webinar - C24041 | Ethics | Pacific Life Insurance Company c/o Quest CE | 4/6/2022 | Classroom | 1 | 8/31/2023 |
| Social Security Know the Options to Help Clients - C23101 | Life and Health | Fidelity Institutional Investments c/o RegEd,Inc. | 3/15/2022 | Classroom | 1 | 8/31/2023 |
| Retirement Income Planning - C92673 | Life and Health | Broker Educational Sales and Training | 9/29/2021 | Classroom | 1 | 8/31/2023 |