Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
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SOCIAL SECURITY PRESENTATION - C100180 | Life | Society of Financial Service Professionals (Lexington, KY) | 8/27/2024 | Classroom | 4 | 4/30/2026 |
Medicare And Financial Planning-Classroom - C26924 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 5/14/2024 | Classroom | 1 | 4/30/2026 |
Agents Ethical Considerations&Consumer Suitability - C23700 | Ethics | Affordable-Success-FirstChoice-ClienTell CE | 4/18/2024 | Correspondence | 6 | 4/30/2024 |
Fiduciary Update & Guide To DOL-Classroom - C26757 | General Insurance Principles | Society of Financial Service Professionals (Lexington, KY) | 3/12/2024 | Classroom | 1 | 4/30/2024 |
Active Retirement Lifestyle - C24707 | Life and Health | Affordable-Success-FirstChoice-ClienTell CE | 1/29/2024 | Correspondence | 20 | 4/30/2024 |
Var, Indexed, Fixed Annuities, Living Ben & 2821 - C79590 | Life and Health | Affordable-Success-FirstChoice-ClienTell CE | 1/27/2024 | Correspondence | 13 | 4/30/2024 |
Secure 2.0 Retirement Plan Updates-Classroom - C26306 | Life | Society of Financial Service Professionals (Lexington, KY) | 11/14/2023 | Classroom | 1 | 4/30/2024 |
Behavioral Guidance During Market Volatility-Class - C25577 | Life | Society of Financial Service Professionals (Lexington, KY) | 6/13/2023 | Classroom | 1 | 4/30/2024 |
Tax-Efficient Retirement Planning Webinar - C80685 | Life | Society of Financial Service Professionals (Lexington, KY) | 10/14/2022 | Classroom | 1 | 4/30/2024 |
Ethics In The Insurance Marketplace - C51869 | Ethics | Affordable-Success-FirstChoice-ClienTell CE | 4/23/2022 | Correspondence | 9 | 4/30/2022 |
Fiduciary Regulation-Then and Now (Classroom) - C23570 | Life | Society of Financial Service Professionals (Lexington, KY) | 4/12/2022 | Classroom | 1 | 4/30/2022 |
Retirement Trends & Fiducuary Updates Webinar - C20600 | Life | Society of Financial Service Professionals (Lexington, KY) | 2/8/2022 | Classroom | 1 | 4/30/2022 |
Understanding Social Security Choices to Better Advise Clients - C19728 | Life | Society of Financial Service Professionals (Lexington, KY) | 11/9/2021 | Classroom | 1 | 4/30/2022 |
Cash Flow and Net Worth During Retirement(Webinar) - C19670 | Life | Society of Financial Service Professionals (Lexington, KY) | 10/12/2021 | Classroom | 1 | 4/30/2022 |
Suitability in Annuity Transactions - C18399 | Life / Variable | Society of Financial Service Professionals (Lexington, KY) | 9/14/2021 | Classroom | 1 | 4/30/2022 |
Family First (Webinar) - C12507 | Life | Society of Financial Service Professionals (Lexington, KY) | 5/11/2021 | Classroom | 1 | 4/30/2022 |
Getting to Know Medicare - C10783 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 3/9/2021 | Classroom | 1 | 4/30/2022 |
Fiduciary Regulation in 2021 and Beyond - C10128 | Life | Society of Financial Service Professionals (Lexington, KY) | 2/9/2021 | Classroom | 1 | 4/30/2022 |
Special Needs for Children(Webinar) - C27820 | Life | Society of Financial Service Professionals (Lexington, KY) | 1/12/2021 | Classroom | 1 | 4/30/2022 |
ILIT - Changing What was not to be Changed - C24346 | Life | Society of Financial Service Professionals (Lexington, KY) | 9/15/2020 | Classroom | 1 | 4/30/2022 |