DEPARTMENT OF INSURANCE
Provider Information
PR0301: Nationwide Life Insurance Company c/o Quest Cont Ed Solution
PSI Provider Number: S11094 
Provider Type: Company
CE Certification Date: 3/20/1995

PL Certification Date: 10/1/2002

Address: 10100 W Innovation Drive
Suite 200
Milwaukee, WI 53226
Contact: Adam Krenke
Telephone: 877-593-3366 EXT. 120
Status:Active
Termination Date: N/A
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Continuing Education Course Information [View Pre-License Course Information]
If a status is Pending or Pending Replacement click on it for more details.

Active Course Information
Course NumberPSI Course NumberCourse Name
401C101126A PRUDENT PROCESS - THE KEY TO DEMONSTRATING FIDUCIARY COMPLIANCE
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Pending 1LifeClassroomN/A

Course NumberPSI Course NumberCourse Name
402C101127A PRUDENT PROCESS - THE KEY TO DEMONSTRATING FIDUCIARY COMPLIANCE - WEBINAR
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Pending 1LifeClassroom - Webinar (Classroom)N/A

Course NumberPSI Course NumberCourse Name
328C23631A Plan Sponsor''s Alernative Fiduciary Solution(web
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)8/26/2020N/A

Course NumberPSI Course NumberCourse Name
344C24160A Primer on ERISA''s Fiduciary Structure (Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/7/2020N/A

Course NumberPSI Course NumberCourse Name
91C41874ANNUITY CONTRACT OWNERSHIP
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life / VariableClassroom10/6/2003N/A

Course NumberPSI Course NumberCourse Name
327C23041Advance Concepts in nonnqualified Defferred Comp(W
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)5/22/2020N/A

Course NumberPSI Course NumberCourse Name
247C92287AdvancedConcepts in Nonqualified DeferredCompensat
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom12/5/2016N/A

Course NumberPSI Course NumberCourse Name
290C17819An Overview of MEPs
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/11/2019N/A

Course NumberPSI Course NumberCourse Name
351C24163An Overview of MEPs (Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/7/2020N/A

Course NumberPSI Course NumberCourse Name
364C80045AnnuityContractOwnership-AnnuityDrivenContact-Web
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)4/19/2022N/A

Course NumberPSI Course NumberCourse Name
349C24166Avoiding Beneficiary Designations Mistakes (Web)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/7/2020N/A

Course NumberPSI Course NumberCourse Name
180C12689Avoiding Common Annuity Mistakes
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life / VariableClassroom6/12/2013N/A

Course NumberPSI Course NumberCourse Name
316C22834Avoiding Common Annuity Mistakes(Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life / VariableClassroom4/30/2020N/A

Course NumberPSI Course NumberCourse Name
348C24167Benchmarking Fees and Services-As Essential Elemen
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)10/7/2020N/A

Course NumberPSI Course NumberCourse Name
347C24174Beneficiary & Wealth XFER Planning After the SECUR
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)10/7/2020N/A

Course NumberPSI Course NumberCourse Name
345C24168Beneficiary & Wealth XFEr Planning After the SECUR
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/7/2020N/A

Course NumberPSI Course NumberCourse Name
223C61033Best Practices When Working with 401(k) Clients
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom2/2/2016N/A

Course NumberPSI Course NumberCourse Name
339C24133COLI: Prospects and Sales Opprotunities Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/7/2020N/A

Course NumberPSI Course NumberCourse Name
393C27088COLI:Prospects And Sales Opportunities-Classroom
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom5/30/2024N/A

Course NumberPSI Course NumberCourse Name
206C41102Cash Balance Plans in the Retirement Planning Mark
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/25/2015N/A

Course NumberPSI Course NumberCourse Name
346C24175Cash Balance Plans in the Retirement Planning Mark
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)10/7/2020N/A

Course NumberPSI Course NumberCourse Name
318C22837Commom Buy/Sell Plan Design (Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom4/30/2020N/A

Course NumberPSI Course NumberCourse Name
285C14498Common Buy/Sell Plan Designs
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom10/26/2018N/A

Course NumberPSI Course NumberCourse Name
317C22838Cyber & Data Security Issues for Erissa (Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom4/30/2020N/A

Course NumberPSI Course NumberCourse Name
293C18183Cyber and Data Security Issues for ERISA....
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/11/2019N/A

Course NumberPSI Course NumberCourse Name
301C20290DOL Investigations of Retirement Plans
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom8/26/2019N/A

Course NumberPSI Course NumberCourse Name
227C65705Defining 401(k) Plan Success
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom4/4/2016N/A

Course NumberPSI Course NumberCourse Name
398C100613ESG INVESTING: THE GENERATIONAL CULTURAL WARS REACH RETREMENT
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom1/10/2025N/A

Course NumberPSI Course NumberCourse Name
292C18168Effect of Corporate Stock or Asset Sales....
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/11/2019N/A

Course NumberPSI Course NumberCourse Name
336C24132Exiting the Exit Plan: Tax Consequences oF BuySell
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)10/7/2020N/A

Course NumberPSI Course NumberCourse Name
378C80683ExploringTaxDiversificationInANon-QualifiedBrok-We
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)11/2/2022N/A

Course NumberPSI Course NumberCourse Name
379C80682ExploringTaxDiversificationInANon-QualifiedBrokera
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom11/2/2022N/A

Course NumberPSI Course NumberCourse Name
268C94591FUNDAMENTAL CONCEPTS OF ADvanced retirement Pln D
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/13/2018N/A

Course NumberPSI Course NumberCourse Name
342C24131Federal Student Loan Debt Management StrategiesWEB
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/7/2020N/A

Course NumberPSI Course NumberCourse Name
341C24130Fiduciary Aspects of Individual Investment Direc
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/7/2020N/A

Course NumberPSI Course NumberCourse Name
334C24128FiduciaryAspectofIndividualInvestmentDirectionWEB
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/7/2020N/A

Course NumberPSI Course NumberCourse Name
311C22841Filling The Retirement Gap(Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom4/30/2020N/A

Course NumberPSI Course NumberCourse Name
291C17828Filling the Retirement Incoe Gap with a Non....
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/11/2019N/A

Course NumberPSI Course NumberCourse Name
368C80400Hot Topics for Today''s Plan Sponsors
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom6/28/2022N/A

Course NumberPSI Course NumberCourse Name
367C80399Hot Topics for Today''s Plan Sponsors (Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)6/28/2022N/A

Course NumberPSI Course NumberCourse Name
186C16805Impact of Controlled Groups & Affiliated Service
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Life and HealthClassroom1/2/2014N/A

Course NumberPSI Course NumberCourse Name
295C18286Incorporating HSAs into Retirement Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom3/26/2019N/A

Course NumberPSI Course NumberCourse Name
155C96016LTC - The Double Edged Sword for Women
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom7/25/2011N/A

Course NumberPSI Course NumberCourse Name
313C22845LTC Last Phase of Retirement Planning(Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)4/30/2020N/A

Course NumberPSI Course NumberCourse Name
104C58964LTC Planning - Are Your Clients Prepared?
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom8/5/2005N/A

Course NumberPSI Course NumberCourse Name
310C22844LTC Planning-Are Your Clients Prepared(Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)4/30/2020N/A

Course NumberPSI Course NumberCourse Name
362C19747Legacy Essentials-Wealth Transfer(Classroom)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/13/2021N/A

Course NumberPSI Course NumberCourse Name
363C19748Legacy Essentials-Wealth Transfer(Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)10/13/2021N/A

Course NumberPSI Course NumberCourse Name
299C19698Life Insurance Income Tax Traps
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom5/29/2019N/A

Course NumberPSI Course NumberCourse Name
308C22843Life Insurance Income Tax Traps (Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)4/30/2020N/A

Course NumberPSI Course NumberCourse Name
298C19342Limitations Contr Bene& Ded for Var types of retir
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom4/12/2019N/A

Course NumberPSI Course NumberCourse Name
354C28417Long Term Care-The Double Edged Sword for Women
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)1/21/2021N/A

Course NumberPSI Course NumberCourse Name
305C21799Long Term Care: Last Phase of Retirement Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom2/7/2020N/A

Course NumberPSI Course NumberCourse Name
225C65167Maximizing Your Retirement Savings-Qualified/NON
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2LifeClassroom3/28/2016N/A

Course NumberPSI Course NumberCourse Name
343C24114Medicare Facts and Retirement Income Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/7/2020N/A

Course NumberPSI Course NumberCourse Name
332C24038Medicare Facts and Retirement Income Planning Web
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/7/2020N/A

Course NumberPSI Course NumberCourse Name
399C101070NAVIGATING BUSINESS SUCCESSION AND OWNER READINESS FOR YOUR CLIENTS
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom7/2/2025N/A

Course NumberPSI Course NumberCourse Name
400C101071NAVIGATING BUSINESS SUCCESSION AND OWNER READINESS FOR YOUR CLIENTS WEBINAR
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)7/2/2025N/A

Course NumberPSI Course NumberCourse Name
340C24134NQDC plans-coordinating distributions (webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/7/2020N/A

Course NumberPSI Course NumberCourse Name
335C24126Nonqualified Annuity Stretch Strategy
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/7/2020N/A

Course NumberPSI Course NumberCourse Name
353C24127Nonqualified Annuity Stretch Strategy (Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)1/4/2021N/A

Course NumberPSI Course NumberCourse Name
358C11245Not Just Your average Succession Plan-Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/13/2021N/A

Course NumberPSI Course NumberCourse Name
355C10046Permissible Means of Disclosing Info to Plan Part
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)2/19/2021N/A

Course NumberPSI Course NumberCourse Name
384C26180Planning For A Smooth Business Transition(Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)9/8/2023N/A

Course NumberPSI Course NumberCourse Name
385C26289Protecting Your Value And Legacy -Classroom
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/9/2023N/A

Course NumberPSI Course NumberCourse Name
386C26293Protecting Your Value and Legacy (Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)10/17/2023N/A

Course NumberPSI Course NumberCourse Name
359C12753Registered Index-Linked Annuities
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom4/23/2021N/A

Course NumberPSI Course NumberCourse Name
360C12754Registered Index-Linked Annuities (Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom4/23/2021N/A

Course NumberPSI Course NumberCourse Name
284C14503Retirement Income - Tax Basics
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom10/26/2018N/A

Course NumberPSI Course NumberCourse Name
296C18340Retirement Income Planning Using The Backdoor &...
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/26/2019N/A

Course NumberPSI Course NumberCourse Name
312C22847Retirement Income-Tax Basics (Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)4/30/2020N/A

Course NumberPSI Course NumberCourse Name
330C23721Roth IRA Conversion Considerations
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom9/1/2020N/A

Course NumberPSI Course NumberCourse Name
337C24136Roth IRA Conversion Considerations (Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/7/2020N/A

Course NumberPSI Course NumberCourse Name
209C45562SIMPLE IRA Plan vs. 401(k)(12) Safe Harbor Plan
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom5/18/2015N/A

Course NumberPSI Course NumberCourse Name
329C23637SPECIAL CONSIDERATION FOR LGBTQ CLIENTS FIN FUTURE
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)8/26/2020N/A

Course NumberPSI Course NumberCourse Name
309C22848Social Security the Choice of a Lifetime(Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)4/30/2020N/A

Course NumberPSI Course NumberCourse Name
188C17657Social Security: The Choice of a Lifetime
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom1/29/2014N/A

Course NumberPSI Course NumberCourse Name
381C25051Special Considerations for Hispanic Clients
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom12/8/2022N/A

Course NumberPSI Course NumberCourse Name
380C25052Special Considerations for Hispanic ClientsWebinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)12/8/2022N/A

Course NumberPSI Course NumberCourse Name
361C16622Special Considerations for LGBTQ Clients (Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom8/11/2021N/A

Course NumberPSI Course NumberCourse Name
373C80519Special Considerations:Black Clients Fin FutureWEB
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)7/27/2022N/A

Course NumberPSI Course NumberCourse Name
374C80520SpecialConsiderations:BlackClientsFinancialFuture
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom7/27/2022N/A

Course NumberPSI Course NumberCourse Name
394C100239TOP 10 ADVANCED ANNUITY AND IRA PLANNING IDEA
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom9/13/2024N/A

Course NumberPSI Course NumberCourse Name
395C100240TOP 10 ADVANCED ANNUITY AND IRA PLANNING IDEA WEBINAR
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)9/13/2024N/A

Course NumberPSI Course NumberCourse Name
396C100360TOTAL RETIREMENT INCOME PLANNING: PERSONALIZED AND PROTECTED
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom10/15/2024N/A

Course NumberPSI Course NumberCourse Name
397C100361TOTAL RETIREMENT INCOME PLANNING: PERSONALIZED AND PROTECTED WEBINAR
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)10/15/2024N/A

Course NumberPSI Course NumberCourse Name
282C14489Tax Planning Opportunites Retirement Income(Class)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom10/25/2018N/A

Course NumberPSI Course NumberCourse Name
324C22994Tax Planning Opportunities Retirement Income(Webin
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)5/8/2020N/A

Course NumberPSI Course NumberCourse Name
369C80398Tax Planning Tip and Updates (Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)6/28/2022N/A

Course NumberPSI Course NumberCourse Name
370C80395Tax Planning Tips and Updates -Classroom
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom6/28/2022N/A

Course NumberPSI Course NumberCourse Name
297C19343The Concept of Reasonable Compensation
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom4/12/2019N/A

Course NumberPSI Course NumberCourse Name
322C22889The Convergence of Health and Wealth (Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom - Webinar (Classroom)5/6/2020N/A

Course NumberPSI Course NumberCourse Name
272C94905The Convergence of Health and Wealth:Health Saving
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom5/21/2018N/A

Course NumberPSI Course NumberCourse Name
323C22890The Influence of the States in Retirement Plan (We
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)5/6/2020N/A

Course NumberPSI Course NumberCourse Name
304C20865The Influence of the States on the Retirement...
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom9/26/2019N/A

Course NumberPSI Course NumberCourse Name
321C22893The New Wealth Transfer (Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)5/6/2020N/A

Course NumberPSI Course NumberCourse Name
281C12542The XX Factor: How to future-proof your advisory..
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom8/13/2018N/A

Course NumberPSI Course NumberCourse Name
319C22899The XX Factor:How to Future Proof your Advisory(We
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom - Webinar (Classroom)5/6/2020N/A

Course NumberPSI Course NumberCourse Name
371C24095ThreeUniqueCategoriesOfRetirementPlanInvestments-C
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom7/15/2022N/A

Course NumberPSI Course NumberCourse Name
372C80493ThreeUniqueCategoriesOfRetirementPlanInvestments-W
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)7/15/2022N/A

Course NumberPSI Course NumberCourse Name
365C23800Todays Retirement Plan-Focused Financial Prof-Clas
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom4/29/2022N/A

Course NumberPSI Course NumberCourse Name
366C80138Todays Retirement Plan-Focused Financial Profes-We
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)4/29/2022N/A

Course NumberPSI Course NumberCourse Name
389C26636Understanding LTC Tax Advantages(Classroom)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom1/29/2024N/A

Course NumberPSI Course NumberCourse Name
390C26638Understanding LTC Tax Advantages(Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)1/29/2024N/A

Course NumberPSI Course NumberCourse Name
388C26312UnderstandingHealthcareCosts&TheirImpactOnRetire-C
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom11/15/2023N/A

Course NumberPSI Course NumberCourse Name
387C26311UnderstandingHealthcareCosts&TheirImpactOnRetire-W
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)11/15/2023N/A

Course NumberPSI Course NumberCourse Name
382C25501Using Todays Annuity Features In Trust(Webinar)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)3/21/2023N/A

Course NumberPSI Course NumberCourse Name
383C25502Using Todays Annuity Features in Trusts(Classroom)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom3/21/2023N/A

Course NumberPSI Course NumberCourse Name
213C54820Using an Immediate Ann. to Pot. Qualify for Medic.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom7/13/2015N/A

Course NumberPSI Course NumberCourse Name
392C26804UsingVariableAnnuitiesWithGuaranteedLifetimeWith-C
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom3/5/2024N/A

Course NumberPSI Course NumberCourse Name
391C26805UsingVariableAnnuitiesWithGuaranteedLifetimeWith-W
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom - Webinar (Classroom)3/5/2024N/A

Course NumberPSI Course NumberCourse Name
338C24143What to Expect From Your 401(K) Advisor Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesClassroom10/7/2020N/A


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