Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
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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 |
Ret Planning Strategies-Wealth Transfer-Webinar - C11344 | Life | Pacific Life Insurance Company c/o Quest CE | 4/20/2021 | Classroom | 1 | 8/31/2021 |
Uncovering Social Security Secrets - C19810 | Life and Health | Affordable-Success-FirstChoice-ClienTell CE | 3/24/2021 | Correspondence | 12 | 8/31/2021 |
Retirment Income Distribution Planning - C09250 | Life and Health | Affordable-Success-FirstChoice-ClienTell CE | 1/28/2021 | Correspondence | 17 | 8/31/2021 |
Ethical Issues in the Financial Services Industry - C67521 | Ethics | RegEd, Inc. | 1/13/2021 | Correspondence | 5 | 8/31/2021 |
The Advisor''s Guide to Social Insurance Programs - C65706 | Life | Broker Educational Sales and Training | 7/28/2020 | Correspondence | 12 | 8/31/2021 |
The Insurance Based Income Solutions (Webinar) - C22891 | Life and Health | Nationwide Life Insurance Company c/o Quest Cont Ed Solution | 7/21/2020 | Classroom | 1 | 8/31/2021 |
Commom Buy/Sell Plan Design (Webinar) - C22837 | Life | Nationwide Life Insurance Company c/o Quest Cont Ed Solution | 7/21/2020 | Classroom | 1 | 8/31/2021 |
LTC Planning-Are Your Clients Prepared(Webinar) - C22844 | Life | Nationwide Life Insurance Company c/o Quest Cont Ed Solution | 7/21/2020 | Classroom | 1 | 8/31/2021 |
Var, Indexed, Fixed Annuities, Living Ben & 2821 - C79590 | Life and Health | Affordable-Success-FirstChoice-ClienTell CE | 6/2/2020 | Correspondence | 13 | 8/31/2021 |
Annuity Suitblty:4hr Training Course 2ED - C39107 | Annuity Suitability | Kaplan | 12/9/2019 | Correspondence | 4 | 8/31/2021 |