Provider Details

Provider Information

PR0301: Nationwide Life Insurance Company c/o Quest Cont Ed Solution
Prometric 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 Number	Prometric Course Number	Course Name
328	C23631	A Plan Sponsor''s Alernative Fiduciary Solution(web
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	8/26/2020	N/A

Course Number	Prometric Course Number	Course Name
344	C24160	A Primer on ERISA''s Fiduciary Structure (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
91	C41874	ANNUITY CONTRACT OWNERSHIP
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life / Variable	Classroom	10/6/2003	N/A

Course Number	Prometric Course Number	Course Name
327	C23041	Advance Concepts in nonnqualified Defferred Comp(W
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	5/22/2020	N/A

Course Number	Prometric Course Number	Course Name
247	C92287	AdvancedConcepts in Nonqualified DeferredCompensat
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	12/5/2016	N/A

Course Number	Prometric Course Number	Course Name
375	C24605	An Analysis of Secure Act 2.0
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	9/14/2022	N/A

Course Number	Prometric Course Number	Course Name
376	C24606	An Analysis of Secure Act 2.0 Webinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	9/14/2022	N/A

Course Number	Prometric Course Number	Course Name
290	C17819	An Overview of MEPs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	3/11/2019	N/A

Course Number	Prometric Course Number	Course Name
351	C24163	An Overview of MEPs (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
350	C24164	Analysis of the Secure Act Affecting Retirement Pl
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
306	C22048	Analysis ofthe Secure Act Affecting Retirement Pla
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	2/26/2020	N/A

Course Number	Prometric Course Number	Course Name
364	C80045	AnnuityContractOwnership-AnnuityDrivenContact-Web
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	4/19/2022	N/A

Course Number	Prometric Course Number	Course Name
277	C11942	Asset Protection Aspects of Life Ins.,Annuities...
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	8/13/2018	N/A

Course Number	Prometric Course Number	Course Name
349	C24166	Avoiding Beneficiary Designations Mistakes (Web)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
180	C12689	Avoiding Common Annuity Mistakes
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life / Variable	Classroom	6/12/2013	N/A

Course Number	Prometric Course Number	Course Name
316	C22834	Avoiding Common Annuity Mistakes(Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life / Variable	Classroom	4/30/2020	N/A

Course Number	Prometric Course Number	Course Name
314	C22836	Avoiding Common IRA Mistakes(Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	4/30/2020	N/A

Course Number	Prometric Course Number	Course Name
255	C93051	Avoiding common IRA Mistakes
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	4/11/2017	N/A

Course Number	Prometric Course Number	Course Name
348	C24167	Benchmarking Fees and Services-As Essential Elemen
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
347	C24174	Beneficiary & Wealth XFER Planning After the SECUR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
345	C24168	Beneficiary & Wealth XFEr Planning After the SECUR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
223	C61033	Best Practices When Working with 401(k) Clients
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	2/2/2016	N/A

Course Number	Prometric Course Number	Course Name
339	C24133	COLI: Prospects and Sales Opprotunities Webinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
346	C24175	Cash Balance Plans in the Retirement Planning Mark
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
206	C41102	Cash Balance Plans in the Retirement Planning Mark
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	3/25/2015	N/A

Course Number	Prometric Course Number	Course Name
318	C22837	Commom Buy/Sell Plan Design (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	4/30/2020	N/A

Course Number	Prometric Course Number	Course Name
285	C14498	Common Buy/Sell Plan Designs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	10/26/2018	N/A

Course Number	Prometric Course Number	Course Name
317	C22838	Cyber & Data Security Issues for Erissa (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	4/30/2020	N/A

Course Number	Prometric Course Number	Course Name
293	C18183	Cyber and Data Security Issues for ERISA....
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	3/11/2019	N/A

Course Number	Prometric Course Number	Course Name
301	C20290	DOL Investigations of Retirement Plans
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	8/26/2019	N/A

Course Number	Prometric Course Number	Course Name
227	C65705	Defining 401(k) Plan Success
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	4/4/2016	N/A

Course Number	Prometric Course Number	Course Name
292	C18168	Effect of Corporate Stock or Asset Sales....
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	3/11/2019	N/A

Course Number	Prometric Course Number	Course Name
336	C24132	Exiting the Exit Plan: Tax Consequences oF BuySell
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
378	C80683	ExploringTaxDiversificationInANon-QualifiedBrok-We
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	11/2/2022	N/A

Course Number	Prometric Course Number	Course Name
377	C24780	ExploringTaxDiversificationInANon-QualifiedBroker
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	12/8/2022	N/A

Course Number	Prometric Course Number	Course Name
379	C80682	ExploringTaxDiversificationInANon-QualifiedBrokera
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	11/2/2022	N/A

Course Number	Prometric Course Number	Course Name
315	C22839	Extended IRA & Non Qualified Annuity Strategies(We
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life / Variable	Classroom	4/30/2020	N/A

Course Number	Prometric Course Number	Course Name
179	C12570	Extended IRA and Nonqualified Annuity Strategies
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life / Variable	Classroom	5/28/2013	N/A

Course Number	Prometric Course Number	Course Name
268	C94591	FUNDAMENTAL CONCEPTS OF ADvanced retirement Pln D
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	3/13/2018	N/A

Course Number	Prometric Course Number	Course Name
342	C24131	Federal Student Loan Debt Management StrategiesWEB
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
341	C24130	Fiduciary Aspects of Individual Investment Direc
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
334	C24128	FiduciaryAspectofIndividualInvestmentDirectionWEB
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
311	C22841	Filling The Retirement Gap(Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	4/30/2020	N/A

Course Number	Prometric Course Number	Course Name
291	C17828	Filling the Retirement Incoe Gap with a Non....
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	3/11/2019	N/A

Course Number	Prometric Course Number	Course Name
170	C10224	Helping Clients Plan for Costs of Long Term Care
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	1/2/2013	N/A

Course Number	Prometric Course Number	Course Name
307	C22842	Helping Clients Plan for the Cost (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	4/30/2020	N/A

Course Number	Prometric Course Number	Course Name
368	C80400	Hot Topics for Today''s Plan Sponsors
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	6/28/2022	N/A

Course Number	Prometric Course Number	Course Name
367	C80399	Hot Topics for Today''s Plan Sponsors (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	6/28/2022	N/A

Course Number	Prometric Course Number	Course Name
186	C16805	Impact of Controlled Groups & Affiliated Service
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life and Health	Classroom	1/2/2014	N/A

Course Number	Prometric Course Number	Course Name
295	C18286	Incorporating HSAs into Retirement Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	3/26/2019	N/A

Course Number	Prometric Course Number	Course Name
294	C18171	Investment Options for Retirement Plans....
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	3/11/2019	N/A

Course Number	Prometric Course Number	Course Name
155	C96016	LTC - The Double Edged Sword for Women
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	7/25/2011	N/A

Course Number	Prometric Course Number	Course Name
313	C22845	LTC Last Phase of Retirement Planning(Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	4/30/2020	N/A

Course Number	Prometric Course Number	Course Name
104	C58964	LTC Planning - Are Your Clients Prepared?
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	8/5/2005	N/A

Course Number	Prometric Course Number	Course Name
310	C22844	LTC Planning-Are Your Clients Prepared(Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	4/30/2020	N/A

Course Number	Prometric Course Number	Course Name
362	C19747	Legacy Essentials-Wealth Transfer(Classroom)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/13/2021	N/A

Course Number	Prometric Course Number	Course Name
363	C19748	Legacy Essentials-Wealth Transfer(Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	10/13/2021	N/A

Course Number	Prometric Course Number	Course Name
299	C19698	Life Insurance Income Tax Traps
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	5/29/2019	N/A

Course Number	Prometric Course Number	Course Name
308	C22843	Life Insurance Income Tax Traps (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	4/30/2020	N/A

Course Number	Prometric Course Number	Course Name
298	C19342	Limitations Contr Bene& Ded for Var types of retir
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	4/12/2019	N/A

Course Number	Prometric Course Number	Course Name
354	C28417	Long Term Care-The Double Edged Sword for Women
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	1/21/2021	N/A

Course Number	Prometric Course Number	Course Name
305	C21799	Long Term Care: Last Phase of Retirement Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	2/7/2020	N/A

Course Number	Prometric Course Number	Course Name
352	C24152	Making The Case for Re-enrollment Webinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
225	C65167	Maximizing Your Retirement Savings-Qualified/NON
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life	Classroom	3/28/2016	N/A

Course Number	Prometric Course Number	Course Name
343	C24114	Medicare Facts and Retirement Income Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
332	C24038	Medicare Facts and Retirement Income Planning Web
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
340	C24134	NQDC plans-coordinating distributions (webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
335	C24126	Nonqualified Annuity Stretch Strategy
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
353	C24127	Nonqualified Annuity Stretch Strategy (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	1/4/2021	N/A

Course Number	Prometric Course Number	Course Name
358	C11245	Not Just Your average Succession Plan-Webinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/13/2021	N/A

Course Number	Prometric Course Number	Course Name
355	C10046	Permissible Means of Disclosing Info to Plan Part
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	2/19/2021	N/A

Course Number	Prometric Course Number	Course Name
326	C22846	Planning For Healthcare in Retirement (Webinar_
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	5/8/2020	N/A

Course Number	Prometric Course Number	Course Name
158	C96984	Planning for Healthcare in Retirement
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	11/11/2011	N/A

Course Number	Prometric Course Number	Course Name
359	C12753	Registered Index-Linked Annuities
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	4/23/2021	N/A

Course Number	Prometric Course Number	Course Name
360	C12754	Registered Index-Linked Annuities (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	4/23/2021	N/A

Course Number	Prometric Course Number	Course Name
284	C14503	Retirement Income - Tax Basics
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	10/26/2018	N/A

Course Number	Prometric Course Number	Course Name
296	C18340	Retirement Income Planning Using The Backdoor &...
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	3/26/2019	N/A

Course Number	Prometric Course Number	Course Name
312	C22847	Retirement Income-Tax Basics (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	4/30/2020	N/A

Course Number	Prometric Course Number	Course Name
330	C23721	Roth IRA Conversion Considerations
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	9/1/2020	N/A

Course Number	Prometric Course Number	Course Name
337	C24136	Roth IRA Conversion Considerations (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/7/2020	N/A

Course Number	Prometric Course Number	Course Name
357	C10786	RulesAffectingth ERISAInvestmentFiduciaryin 2021
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	3/4/2021	N/A

Course Number	Prometric Course Number	Course Name
356	C10789	RulesAffectingtheERISAInvestmentFiduciaryin2021Web
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	3/4/2021	N/A

Course Number	Prometric Course Number	Course Name
209	C45562	SIMPLE IRA Plan vs. 401(k)(12) Safe Harbor Plan
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	5/18/2015	N/A

Course Number	Prometric Course Number	Course Name
329	C23637	SPECIAL CONSIDERATION FOR LGBTQ CLIENTS FIN FUTURE
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	8/26/2020	N/A

Course Number	Prometric Course Number	Course Name
309	C22848	Social Security the Choice of a Lifetime(Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	4/30/2020	N/A

Course Number	Prometric Course Number	Course Name
188	C17657	Social Security: The Choice of a Lifetime
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	1/29/2014	N/A

Course Number	Prometric Course Number	Course Name
381	C25051	Special Considerations for Hispanic Clients
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	12/8/2022	N/A

Course Number	Prometric Course Number	Course Name
380	C25052	Special Considerations for Hispanic ClientsWebinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	12/8/2022	N/A

Course Number	Prometric Course Number	Course Name
361	C16622	Special Considerations for LGBTQ Clients (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	8/11/2021	N/A

Course Number	Prometric Course Number	Course Name
373	C80519	Special Considerations:Black Clients Fin FutureWEB
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	7/27/2022	N/A

Course Number	Prometric Course Number	Course Name
374	C80520	SpecialConsiderations:BlackClientsFinancialFuture
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	7/27/2022	N/A

Course Number	Prometric Course Number	Course Name
276	C11359	Tax Efficient Retirement Income
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life	Classroom	8/13/2018	N/A

Course Number	Prometric Course Number	Course Name
325	C22849	Tax Efficient Retirement Income (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life	Classroom - Webinar (Classroom)	5/8/2020	N/A

Course Number	Prometric Course Number	Course Name
282	C14489	Tax Planning Opportunites Retirement Income(Class)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	10/25/2018	N/A

Course Number	Prometric Course Number	Course Name
324	C22994	Tax Planning Opportunities Retirement Income(Webin
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	5/8/2020	N/A

Course Number	Prometric Course Number	Course Name
369	C80398	Tax Planning Tip and Updates (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	6/28/2022	N/A

Course Number	Prometric Course Number	Course Name
370	C80395	Tax Planning Tips and Updates -Classroom
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	6/28/2022	N/A

Course Number	Prometric Course Number	Course Name
297	C19343	The Concept of Reasonable Compensation
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	4/12/2019	N/A

Course Number	Prometric Course Number	Course Name
322	C22889	The Convergence of Health and Wealth (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom - Webinar (Classroom)	5/6/2020	N/A

Course Number	Prometric Course Number	Course Name
272	C94905	The Convergence of Health and Wealth:Health Saving
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	5/21/2018	N/A

Course Number	Prometric Course Number	Course Name
323	C22890	The Influence of the States in Retirement Plan (We
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	5/6/2020	N/A

Course Number	Prometric Course Number	Course Name
304	C20865	The Influence of the States on the Retirement...
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	9/26/2019	N/A

Course Number	Prometric Course Number	Course Name
237	C68521	The Insurance Based Income Solution
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	7/18/2016	N/A

Course Number	Prometric Course Number	Course Name
252	C92680	The New Wealth Transfer
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	2/10/2017	N/A

Course Number	Prometric Course Number	Course Name
321	C22893	The New Wealth Transfer (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	5/6/2020	N/A

Course Number	Prometric Course Number	Course Name
281	C12542	The XX Factor: How to future-proof your advisory..
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	8/13/2018	N/A

Course Number	Prometric Course Number	Course Name
319	C22899	The XX Factor:How to Future Proof your Advisory(We
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	5/6/2020	N/A

Course Number	Prometric Course Number	Course Name
371	C24095	ThreeUniqueCategoriesOfRetirementPlanInvestments-C
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	7/15/2022	N/A

Course Number	Prometric Course Number	Course Name
372	C80493	ThreeUniqueCategoriesOfRetirementPlanInvestments-W
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	7/15/2022	N/A

Course Number	Prometric Course Number	Course Name
300	C20076	Today''s Retirement Plan Advisor- Doing Business...
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	7/9/2019	N/A

Course Number	Prometric Course Number	Course Name
365	C23800	Todays Retirement Plan-Focused Financial Prof-Clas
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	4/29/2022	N/A

Course Number	Prometric Course Number	Course Name
366	C80138	Todays Retirement Plan-Focused Financial Profes-We
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	4/29/2022	N/A

Course Number	Prometric Course Number	Course Name
303	C20850	Updateon Current Developments Affecting Retirement
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	9/26/2019	N/A

Course Number	Prometric Course Number	Course Name
382	C25501	Using Todays Annuity Features In Trust(Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	3/21/2023	N/A

Course Number	Prometric Course Number	Course Name
383	C25502	Using Todays Annuity Features in Trusts(Classroom)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	3/21/2023	N/A

Course Number	Prometric Course Number	Course Name
213	C54820	Using an Immediate Ann. to Pot. Qualify for Medic.
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	7/13/2015	N/A

Course Number	Prometric Course Number	Course Name
338	C24143	What to Expect From Your 401(K) Advisor Webinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/7/2020	N/A