Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
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Social Security and Retirement Planning - C18413 | General Insurance Principles | Quest Continuing Education Solutions | 3/31/2025 | Correspondence | 20 | 6/30/2025 |
Ethical Standards for Producers - C08627 | Ethics | Quest Continuing Education Solutions | 3/31/2025 | Correspondence | 3 | 6/30/2025 |
SOCIAL SECURITY PRESENTATION - C100180 | Life | Society of Financial Service Professionals (Lexington, KY) | 8/27/2024 | Classroom | 4 | 6/30/2025 |
Medicare And Financial Planning-Classroom - C26924 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 5/14/2024 | Classroom | 1 | 6/30/2025 |
Recommending Annuties Under the New NAIC Best Inst - C23810 | Annuity Suitability | RegEd, Inc. | 5/10/2024 | Correspondence | 1 | 6/30/2025 |
Recommending Annuities Under The NAIC Best Interes - C23811 | Annuity Suitability | RegEd, Inc. | 5/10/2024 | Correspondence | 5 | 6/30/2025 |
Fiduciary Update & Guide To DOL-Classroom - C26757 | General Insurance Principles | Society of Financial Service Professionals (Lexington, KY) | 3/12/2024 | Classroom | 1 | 6/30/2025 |
Elder Care Planning-Classroom - C26539 | Life | Society of Financial Service Professionals (Lexington, KY) | 2/6/2024 | Classroom | 1 | 6/30/2025 |
Selling & Exchanging Annuities:Look at Suitability - C63171 | Life | RegEd, Inc. | 10/25/2023 | Correspondence | 4 | 6/30/2025 |
Annuity Suitability&Best Interest Standard:4HrsTr - C20649 | Annuity Suitability | Kaplan | 10/24/2023 | Correspondence | 4 | 6/30/2025 |
Making Retirement More Efficient-Classroom - C26246 | Annuities and Securities | Society of Financial Service Professionals (Lexington, KY) | 10/10/2023 | Classroom | 1 | 6/30/2025 |
Behavioral Guidance During Market Volatility-Class - C25577 | Life | Society of Financial Service Professionals (Lexington, KY) | 6/13/2023 | Classroom | 1 | 6/30/2023 |
A World Of Possibilities With 529 Plans-Classroom - C25575 | Life | Society of Financial Service Professionals (Lexington, KY) | 5/13/2023 | Classroom | 1 | 6/30/2023 |
ProbateCourt:InformationEveryPlannerShouldKnow-Cla - C25301 | Life | Society of Financial Service Professionals (Lexington, KY) | 2/18/2023 | Classroom | 1 | 6/30/2023 |
Social Security Review & Update -Classroom - C25147 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 1/11/2023 | Classroom | 1 | 6/30/2023 |
Conversation Every Family Should Have -Classroom - C24724 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 11/8/2022 | Classroom | 1 | 6/30/2023 |
Tax-Efficient Retirement Planning Webinar - C80685 | Life | Society of Financial Service Professionals (Lexington, KY) | 10/14/2022 | Classroom | 1 | 6/30/2023 |
Strategic Retirement Planning - C24368 | Life and Health | Quest Continuing Education Solutions | 10/5/2022 | Correspondence | 13 | 6/30/2023 |
Strategies to Improve Business Value - C24443 | Life | Society of Financial Service Professionals (Lexington, KY) | 9/6/2022 | Classroom | 1 | 6/30/2023 |
Longevity Conundrum to Retirement-Classroom - C80336 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 6/14/2022 | Classroom | 1 | 6/30/2023 |
Conversations That Light the Way-Classroom - C80265 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 5/10/2022 | Classroom | 1 | 6/30/2023 |
Annuity Suitability - Best Interest II - C20118 | Annuity Suitability | Commonwealth Schools of Insurance, Inc. | 4/28/2022 | Correspondence | 1 | 6/30/2023 |
Ethical Issues - Part I - C98461 | Ethics | Commonwealth Schools of Insurance, Inc. | 4/28/2022 | Correspondence | 3 | 6/30/2023 |
Fiduciary Regulation-Then and Now (Classroom) - C23570 | Life | Society of Financial Service Professionals (Lexington, KY) | 4/12/2022 | Classroom | 1 | 6/30/2023 |
Retirement Trends & Fiducuary Updates Webinar - C20600 | Life | Society of Financial Service Professionals (Lexington, KY) | 2/8/2022 | Classroom | 1 | 6/30/2023 |
Federal Tax Update (Webinar) - C20896 | Life | Society of Financial Service Professionals (Lexington, KY) | 1/11/2022 | Classroom | 1 | 6/30/2023 |
Understanding Social Security Choices to Better Advise Clients - C19728 | Life | Society of Financial Service Professionals (Lexington, KY) | 11/9/2021 | Classroom | 1 | 6/30/2023 |
Changes for HNW Ind Proposed Tax - C15267 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 6/8/2021 | Classroom | 1 | 6/30/2021 |
Getting to Know Medicare - C10783 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 3/9/2021 | Classroom | 1 | 6/30/2021 |
Fiduciary Regulation in 2021 and Beyond - C10128 | Life | Society of Financial Service Professionals (Lexington, KY) | 2/9/2021 | Classroom | 1 | 6/30/2021 |
Kentucky Partnership Long Term Care - C02761 | Long Term Care Partnership Act | Affordable-Success-FirstChoice-ClienTell CE | 2/3/2021 | Correspondence | 8 | 6/30/2021 |
Making Retirement more Efficient - C24526 | Life | Society of Financial Service Professionals (Lexington, KY) | 11/17/2020 | Classroom | 1 | 6/30/2021 |
ILIT - Changing What was not to be Changed - C24346 | Life | Society of Financial Service Professionals (Lexington, KY) | 9/15/2020 | Classroom | 1 | 6/30/2021 |
Mutual Funds - C61327 | Life / Variable | WebCE, Inc | 6/16/2020 | Correspondence | 4 | 6/30/2021 |
Term Life Insurance - C16104 | Life and Health | WebCE, Inc | 6/15/2020 | Correspondence | 3 | 6/30/2021 |
Distribution Planning - C07200 | Life | WebCE, Inc | 6/8/2020 | Correspondence | 12 | 6/30/2021 |
Ethically Serving Seniors with Diminished Capacity - C93473 | Ethics | WebCE, Inc | 6/1/2020 | Correspondence | 3 | 6/30/2021 |
Fiduciary Update - C22108 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 3/10/2020 | Classroom | 1 | 6/30/2021 |
Late Life Asset Protection and Planning - C21485 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 2/11/2020 | Classroom | 1 | 6/30/2021 |
Trusts as Alternatives to Wills - C21310 | Life | Society of Financial Service Professionals (Lexington, KY) | 1/14/2020 | Classroom | 1 | 6/30/2021 |
Opprotunities in Retirement Crisis - C21185 | Life | Society of Financial Service Professionals (Lexington, KY) | 11/12/2019 | Classroom | 1 | 6/30/2021 |
Buy - Sell Funding - C20857 | Life | Society of Financial Service Professionals (Lexington, KY) | 10/8/2019 | Classroom | 1 | 6/30/2021 |
National Social Security Advisor Training Program - C13143 | Life and Health | National Underwriter Company, The | 8/23/2019 | Classroom | 8 | 6/30/2021 |