Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
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Agents Ethical Considerations&Consumer Suitability - C23700 | Ethics | Affordable-Success-FirstChoice-ClienTell CE | 4/18/2024 | Correspondence | 6 | 11/30/2024 |
Agents&Advisory Key to Annuities&Ethical Conduct - C23666 | Life and Health | Affordable-Success-FirstChoice-ClienTell CE | 4/18/2024 | Correspondence | 18 | 11/30/2024 |
Financial Planning and Ethics (Ethic Section) - C94292 | Ethics | Sigco, Inc. dba Pohs Institute | 5/24/2023 | Correspondence | 6 | 11/30/2024 |
Financial Planning and Ethics - C94294 | Life and Health | Sigco, Inc. dba Pohs Institute | 5/24/2023 | Correspondence | 18 | 11/30/2024 |
Small Business Retirement Plans & EthicalPractices - C20669 | Life | Broker Educational Sales and Training | 5/11/2023 | Correspondence | 12 | 11/30/2024 |
Small BusinessRetirementPlansEthicPracticeETHICS - C20671 | Ethics | Broker Educational Sales and Training | 5/11/2023 | Correspondence | 4 | 11/30/2024 |
Introduction to Trusts: Case Studies, 3RD Edition - C93490 | Life and Health | Kaplan | 8/15/2022 | Correspondence | 4 | 11/30/2022 |
FINANCIAL PLANNING PROCESS, 10 EDITION - C18468 | Life and Health | Kaplan | 8/14/2022 | Correspondence | 20 | 11/30/2022 |
Medicare Supplement Policies - C92949 | Health | Kaplan | 6/16/2022 | Correspondence | 2 | 11/30/2022 |
The Ethical Insurance Producer - C53197 | Ethics | Kaplan | 5/10/2022 | Correspondence | 5 | 11/30/2022 |
Advising Clients on Medicare, 2nd Ed. - C72432 | Health | Kaplan | 4/29/2022 | Correspondence | 2 | 11/30/2022 |
Annuity Suitability&Best Interest Standard:1HrTrai - C20651 | Annuity Suitability | Kaplan | 2/1/2022 | Correspondence | 1 | 11/30/2022 |
Ethics for the Insurance Professional 4th Edition - C99134 | Ethics | Kaplan | 9/13/2020 | Correspondence | 3 | 11/30/2020 |
The Advisor''s Guide to Social Insurance Programs - C65706 | Life | Broker Educational Sales and Training | 8/27/2020 | Correspondence | 12 | 11/30/2020 |
Var, Indexed, Fixed Annuities, Living Ben & 2821 - C79590 | Life and Health | Affordable-Success-FirstChoice-ClienTell CE | 7/16/2020 | Correspondence | 13 | 11/30/2020 |
Annuity Suitblty:4hr Training Course 2ED - C39107 | Annuity Suitability | Kaplan | 7/9/2020 | Correspondence | 4 | 11/30/2020 |
Understanding 1035 Exchanges (self-study) - C37308 | Life | Kaplan | 4/10/2020 | Correspondence | 6 | 11/30/2020 |
Advising Clients on Medicare, 2nd Ed. - C72432 | Health | Kaplan | 4/2/2020 | Correspondence | 2 | 11/30/2020 |
Introduction to Trusts: Case Studies, 3RD Edition - C93490 | Life and Health | Kaplan | 3/31/2020 | Correspondence | 4 | 11/30/2020 |