Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
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YourClients1040ARoadmapUncoveringPlanningNeeds(WEB - C80223 | General Insurance Principles | Pruco Life Insurance Company / QuestCE | 3/25/2025 | Classroom | 1 | 5/31/2026 |
Client Conversations:Seven Ideas to Manage RMD(Web - C22098 | General Insurance Principles | Pacific Life Insurance Company c/o Quest CE | 2/19/2025 | Classroom | 1 | 5/31/2026 |
AFinancialProGuidetotheChangingTaxEnvironment WEB - C80319 | General Insurance Principles | Pruco Life Insurance Company / QuestCE | 2/18/2025 | Classroom | 1 | 5/31/2026 |
LTC Req-LTC-4hr Train Req - C04852 | Long Term Care Partnership Act | RegEd, Inc. | 5/8/2024 | Correspondence | 4 | 5/31/2024 |
Recommending Annuties Under the New NAIC Best Inst - C23810 | Annuity Suitability | RegEd, Inc. | 5/7/2024 | Correspondence | 1 | 5/31/2024 |
EthicalIssuesInTheFinancialServicesIndustry,2ndEdi - C26760 | Ethics | RegEd, Inc. | 3/23/2024 | Correspondence | 3 | 5/31/2024 |
Diversification: A Strategy for Asset Pro & Growth - C54635 | Life / Variable | RegEd, Inc. | 3/21/2024 | Correspondence | 4 | 5/31/2024 |
Anti-Money Laundering: Sus-Activity Reports 3rd Ed - C12293 | General Insurance Principles | RegEd, Inc. | 3/21/2024 | Correspondence | 2 | 5/31/2024 |
Registered Index-Linked Annuities - C21614 | Life and Health | RegEd, Inc. | 3/20/2024 | Correspondence | 4 | 5/31/2024 |
Annuity Transactions: Ensuring Suitability 2nd Ed - C10555 | Annuities and Securities | RegEd, Inc. | 3/20/2024 | Correspondence | 3 | 5/31/2024 |
Variable Annuities, 2nd Edition - C12310 | Annuities and Securities | RegEd, Inc. | 3/19/2024 | Correspondence | 5 | 5/31/2024 |
The Psychology of Financial Planning - C23706 | Life and Health | RegEd, Inc. | 3/19/2024 | Correspondence | 5 | 5/31/2024 |
Agents&Advisory Key to Annuities&Ethical Conduct - C23666 | Life and Health | Affordable-Success-FirstChoice-ClienTell CE | 5/25/2023 | Correspondence | 18 | 5/31/2024 |
Agents Ethical Considerations&Consumer Suitability - C23700 | Ethics | Affordable-Success-FirstChoice-ClienTell CE | 5/25/2023 | Correspondence | 6 | 5/31/2024 |
Estate Planning: Worth Another Look - C17141 | Life | RegEd, Inc. | 3/30/2022 | Correspondence | 5 | 5/31/2022 |
Estate Plnng for Generations; Baby Boomers/Gen X - C01462 | Life | RegEd, Inc. | 2/21/2022 | Correspondence | 2 | 5/31/2022 |
Fixed Annuities - C06073 | Life | RegEd, Inc. | 2/21/2022 | Correspondence | 3 | 5/31/2022 |
How to Enhance Clients Social Security Benefits Web - C11686 | General Insurance Principles | Allianz Life Insurance Company of North America | 2/16/2022 | Classroom | 1 | 5/31/2022 |
Income Taxation of Life Insurance - C63059 | Life | RegEd, Inc. | 2/4/2022 | Correspondence | 2 | 5/31/2022 |
Ins Ethics: Walking a Sometimes Invisible Line - C63267 | Ethics | RegEd, Inc. | 2/3/2022 | Correspondence | 4 | 5/31/2022 |
Meeting LTC Ins Needs Through Combination Products - C07660 | Life and Health | RegEd, Inc. | 2/3/2022 | Correspondence | 4 | 5/31/2022 |
12 IRA Mistakes: Help Your Clients Avoid Common an - C22932 | Personal Lines | Prudential Annuities Life Assurance Corporation | 10/18/2021 | Classroom | 1 | 5/31/2022 |
Recommending Annuities Under The NAIC Best Interes - C23811 | Annuity Suitability | RegEd, Inc. | 8/11/2021 | Correspondence | 5 | 5/31/2022 |
The Advisors Guide to Annuities & Ethical Prac-Eth - C92603 | Ethics | Broker Educational Sales and Training | 2/22/2021 | Correspondence | 3 | 5/31/2022 |
The Advisors Guide to Annuities and Ethical Practi - C92602 | Life | Broker Educational Sales and Training | 2/22/2021 | Correspondence | 9 | 5/31/2022 |
Var, Indexed, Fixed Annuities, Living Ben & 2821 - C79590 | Life and Health | Affordable-Success-FirstChoice-ClienTell CE | 6/3/2020 | Correspondence | 13 | 5/31/2022 |