DEPARTMENT OF INSURANCE
Provider Information
PR039: Kaplan
Prometric Provider Number: S10199 
Provider Type: Independent
CE Certification Date: 5/23/1990

PL Certification Date: 5/23/1990

Address: 332 Front Street South
Suite 501
La Crosse, WI 54601
Contact: Lisa Goyette
Telephone: 608-779-5599 EXT. 2258
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 NumberPrometric Course NumberCourse Name
887C79099401(k) Plans, 6th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5LifeCorrespondence - Self-Study9/27/2016N/A

Course NumberPrometric Course NumberCourse Name
778C05505AML Best Practices for the Life Ins Ind - 2nd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3LifeCorrespondence - Self-Study4/16/2010N/A

Course NumberPrometric Course NumberCourse Name
972C20956AML Understanding the Problem and Programs to Fi..
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Life and HealthCorrespondence - Self-Study10/7/2019N/A

Course NumberPrometric Course NumberCourse Name
985C27554AML:Threats, Vulnerabilities, and Strategies
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2General Insurance PrinciplesCorrespondence - Self-Study12/28/2020N/A

Course NumberPrometric Course NumberCourse Name
984C27549Advance Planning for Seniors Needs, 5th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 10Life and HealthCorrespondence - Self-Study12/28/2020N/A

Course NumberPrometric Course NumberCourse Name
894C72432Advising Clients on Medicare, 2nd Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2HealthCorrespondence - Self-Study10/4/2016N/A

Course NumberPrometric Course NumberCourse Name
488C61843Annuities for Today's Investor
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5LifeCorrespondence - Self-Study3/14/2006N/A

Course NumberPrometric Course NumberCourse Name
619C61765Annuity Concepts
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 7Life and HealthCorrespondence - Self-Study3/14/2006N/A

Course NumberPrometric Course NumberCourse Name
979C22466Annuity Essentials and FINRA Rule 2330
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2LifeCorrespondence - Self-Study3/25/2020N/A

Course NumberPrometric Course NumberCourse Name
959C18644Annuity Fundamentals and Applying FINRA Rule 2330
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Life and HealthCorrespondence - Self-Study4/9/2019N/A

Course NumberPrometric Course NumberCourse Name
1003C20651Annuity Suitability&Best Interest Standard:1HrTrai
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Annuity SuitabilityCorrespondence - Self-Study11/29/2021N/A

Course NumberPrometric Course NumberCourse Name
1001C20649Annuity Suitability&Best Interest Standard:4HrsTr
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Annuity SuitabilityCorrespondence - Self-Study11/29/2021N/A

Course NumberPrometric Course NumberCourse Name
764C03557Anti-Money Laundering Laws & Practices
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Life and HealthCorrespondence - Self-Study8/20/2009N/A

Course NumberPrometric Course NumberCourse Name
1019C80235Anti-Money Laundering Laws&Practices,2nd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4General Insurance PrinciplesCorrespondence - Self-Study5/18/2022N/A

Course NumberPrometric Course NumberCourse Name
829C10186Anti-Money Laundering Training Ins. Professionals
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Life and HealthCorrespondence - Self-Study12/26/2012N/A

Course NumberPrometric Course NumberCourse Name
994C19445Anti-Money Laundering:Frequently Asked Questions,2
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesCorrespondence - Self-Study9/29/2021N/A

Course NumberPrometric Course NumberCourse Name
659C61810Asset Allocation
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life and HealthCorrespondence - Self-Study3/14/2006N/A

Course NumberPrometric Course NumberCourse Name
883C69490Asset Allocation in Variable Annuities, 2nd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Life and HealthCorrespondence - Self-Study8/8/2016N/A

Course NumberPrometric Course NumberCourse Name
898C09482Business Cont. Training Crs. 3rd Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Life and HealthCorrespondence - Self-Study10/17/2016N/A

Course NumberPrometric Course NumberCourse Name
982C27428Business Insurance Concepts. 11th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12General Insurance PrinciplesCorrespondence - Self-Study12/28/2020N/A

Course NumberPrometric Course NumberCourse Name
942C11465CLAIMS BASICS, 4TH EDITION
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyCorrespondence - Self-Study7/26/2018N/A

Course NumberPrometric Course NumberCourse Name
860C32950Claim Evaluation and Settlement, 2nd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Property and CasualtyCorrespondence - Self-Study11/17/2014N/A

Course NumberPrometric Course NumberCourse Name
905C93267Claim Investigation, 2nd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Property and CasualtyCorrespondence - Self-Study5/26/2017N/A

Course NumberPrometric Course NumberCourse Name
968C20187Claim Statements, 4th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Property and CasualtyCorrespondence - Self-Study7/19/2019N/A

Course NumberPrometric Course NumberCourse Name
855C30531Comm General Liabilty Rating, 9th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Property and CasualtyCorrespondence - Self-Study11/4/2014N/A

Course NumberPrometric Course NumberCourse Name
1016C80144Commercial Auto Coverage, 12th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 11Property and CasualtyClassroom5/2/2022N/A

Course NumberPrometric Course NumberCourse Name
974C21475Cyber Risk Insurance, 2nd ED
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyCorrespondence - Self-Study12/23/2019N/A

Course NumberPrometric Course NumberCourse Name
1013C80091Disability Income Ins:Safeguarding Your Future-Web
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Life and HealthClassroom4/22/2022N/A

Course NumberPrometric Course NumberCourse Name
952C15599Disability Income Insurance, 4th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8HealthCorrespondence - Self-Study12/12/2018N/A

Course NumberPrometric Course NumberCourse Name
890C79124Dist. Planning: Required Dist., 2nd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2LifeCorrespondence - Self-Study9/21/2016N/A

Course NumberPrometric Course NumberCourse Name
897C80002Dwelling Coverage, 5th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Property and CasualtyCorrespondence - Self-Study10/17/2016N/A

Course NumberPrometric Course NumberCourse Name
978C22067Employee Group Benefits
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Life and HealthCorrespondence - Self-Study3/12/2020N/A

Course NumberPrometric Course NumberCourse Name
859C33463Equity-Indexed Annuities, 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Life / VariableCorrespondence - Self-Study11/17/2014N/A

Course NumberPrometric Course NumberCourse Name
988C11611Estate Planning Concepts 13th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 14Life and HealthCorrespondence - Self-Study8/13/2021N/A

Course NumberPrometric Course NumberCourse Name
608C61788Ethical Practices
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12EthicsCorrespondence - Self-Study3/14/2006N/A

Course NumberPrometric Course NumberCourse Name
1006C21630Ethical Practices, 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study1/20/2022N/A

Course NumberPrometric Course NumberCourse Name
1011C80094Ethics & the Business of Insurance -Webinar
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4EthicsClassroom - Webinar (Classroom)4/22/2022N/A

Course NumberPrometric Course NumberCourse Name
950C15440Ethics at Work, 2nd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study12/12/2018N/A

Course NumberPrometric Course NumberCourse Name
884C77507Ethics for Prop. and Cas. Prof., 2nd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study8/15/2016N/A

Course NumberPrometric Course NumberCourse Name
1004C20755Ethics for the Insurance Professional,5th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study12/13/2021N/A

Course NumberPrometric Course NumberCourse Name
1012C80092Ethics&Regulation in the Ins.Industry 2nd Ed-Webin
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4EthicsClassroom - Webinar (Classroom)4/22/2022N/A

Course NumberPrometric Course NumberCourse Name
1000C20632Ethics,4th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study11/23/2021N/A

Course NumberPrometric Course NumberCourse Name
992C18518FIC Advanced Course-Introduction to Adv.Mkt,5th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9Life and HealthCorrespondence - Self-Study8/25/2021N/A

Course NumberPrometric Course NumberCourse Name
1005C20756FIC Basic Course PartII Ethics for the Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study12/13/2021N/A

Course NumberPrometric Course NumberCourse Name
820C99220FIC Basic Part A Intro to Life Ins 2nd Ed 3rd Rev
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 10LifeCorrespondence - Self-Study6/7/2012N/A

Course NumberPrometric Course NumberCourse Name
977C21953FIC Intermediate Course:Needs Analysis,5th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Life and HealthCorrespondence - Self-Study2/4/2020N/A

Course NumberPrometric Course NumberCourse Name
987C11612FICF Grad I Estate Planning Concepts 13th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 14Life and HealthCorrespondence - Self-Study8/13/2021N/A

Course NumberPrometric Course NumberCourse Name
1009C22570FICF Grad III-Fin Products Products Training 8th E
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12LifeCorrespondence - Self-Study2/10/2022N/A

Course NumberPrometric Course NumberCourse Name
983C27429FICF GraduateII-Business Insu. Concepts 11th Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12General Insurance PrinciplesCorrespondence - Self-Study12/28/2020N/A

Course NumberPrometric Course NumberCourse Name
958C18468FINANCIAL PLANNING PROCESS, 10 EDITION
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 20Life and HealthCorrespondence - Self-Study4/9/2019N/A

Course NumberPrometric Course NumberCourse Name
866C38875Financial Challenges Facing Retirees, 4Th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Life and HealthCorrespondence - Self-Study3/17/2015N/A

Course NumberPrometric Course NumberCourse Name
912C93514Financial Exploitation of Seniors& Annuity Suit
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2LifeCorrespondence - Self-Study8/21/2017N/A

Course NumberPrometric Course NumberCourse Name
1010C23235Financial Exploitation of Seniors&FINRA Rule2330
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Life and HealthCorrespondence - Self-Study3/16/2022N/A

Course NumberPrometric Course NumberCourse Name
999C20592Financial Products Training Course, 8th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Pending 0Personal LinesCorrespondence - Self-StudyN/A

Course NumberPrometric Course NumberCourse Name
1018C23872Financial Products Training Course,8th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life and HealthCorrespondence - Self-Study5/18/2022N/A

Course NumberPrometric Course NumberCourse Name
1015C80105FinancialExploitationofSr''s:WhyInsAgentsShouldCare
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2EthicsCorrespondence - Self-Study5/2/2022N/A

Course NumberPrometric Course NumberCourse Name
981C23701Flood Insurance, 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Flood - NFIPCorrespondence - Self-Study9/4/2020N/A

Course NumberPrometric Course NumberCourse Name
891C78973Group Insurance, 7th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Life and HealthCorrespondence - Self-Study9/21/2016N/A

Course NumberPrometric Course NumberCourse Name
980C22623Health Concepts, 21E
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life and HealthCorrespondence - Self-Study3/25/2020N/A

Course NumberPrometric Course NumberCourse Name
899C81996Health Insurance Fundamentals
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9Life and HealthCorrespondence - Self-Study2/3/2017N/A

Course NumberPrometric Course NumberCourse Name
941C11314Health Savings Accounts, 3rd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Life and HealthCorrespondence - Self-Study8/17/2018N/A

Course NumberPrometric Course NumberCourse Name
969C20278Homeowners Insurance Coverage, 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9Property and CasualtyCorrespondence - Self-Study8/12/2019N/A

Course NumberPrometric Course NumberCourse Name
971C20378Homeowners Liability Coverage, 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Property and CasualtyCorrespondence - Self-Study8/27/2019N/A

Course NumberPrometric Course NumberCourse Name
966C20135ILITs and Estate Planning 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Life and HealthCorrespondence - Self-Study7/10/2019N/A

Course NumberPrometric Course NumberCourse Name
949C14986INDEXED PRODUCTS, 2ND EDITION
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Life and HealthCorrespondence - Self-Study10/26/2018N/A

Course NumberPrometric Course NumberCourse Name
916C93715Insurance Freaud Awareness, 4th Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Property and CasualtyCorrespondence - Self-Study9/7/2017N/A

Course NumberPrometric Course NumberCourse Name
991C18504Introduction to Advanced Markets, 5th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9Life and HealthCorrespondence - Self-Study8/25/2021N/A

Course NumberPrometric Course NumberCourse Name
623C61769Introduction to Life Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Life and HealthCorrespondence - Self-Study3/14/2006N/A

Course NumberPrometric Course NumberCourse Name
911C93490Introduction to Trusts: Case Studies, 3RD Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Life and HealthCorrespondence - Self-Study8/21/2017N/A

Course NumberPrometric Course NumberCourse Name
956C16843Investing Retirement Assets, 4th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Life and HealthCorrespondence - Self-Study2/4/2019N/A

Course NumberPrometric Course NumberCourse Name
796C09560KY LTC & Partnrshp Policies: Initial Crs
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Long Term Care Partnership ActCorrespondence - Self-Study3/9/2011N/A

Course NumberPrometric Course NumberCourse Name
935C94749Know Your Customer & Variable Annuities FINRA2330
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3LifeCorrespondence - Self-Study4/23/2018N/A

Course NumberPrometric Course NumberCourse Name
953C15802LIFE INS POLICY COMPARISON & UNDERWRITING 3RD ED
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 10LifeCorrespondence - Self-Study12/12/2018N/A

Course NumberPrometric Course NumberCourse Name
954C15898LTC and Partnership Program 4 Hr Refresher Course
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Long Term Care Partnership ActCorrespondence - Self-Study2/4/2018N/A

Course NumberPrometric Course NumberCourse Name
919C93927Life Concepts, 19th Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 11LifeCorrespondence - Self-Study10/18/2017N/A

Course NumberPrometric Course NumberCourse Name
1014C80093LifeIns&Annuities:TheEffects ofIncome&EstateTax-We
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Life and HealthClassroom - Webinar (Classroom)4/22/2022N/A

Course NumberPrometric Course NumberCourse Name
933C94489Long-Term Care Concepts, 5th Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2HealthCorrespondence - Self-Study2/26/2018N/A

Course NumberPrometric Course NumberCourse Name
932C94417Long-Term Care Cov. Combined w/Annuities & Life,..
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4HealthCorrespondence - Self-Study2/2/2018N/A

Course NumberPrometric Course NumberCourse Name
967C20171Long-Term Care Suitability 3rd ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Life and HealthCorrespondence - Self-Study7/10/2019N/A

Course NumberPrometric Course NumberCourse Name
881C68515Long-Term Care, 6th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9Life and HealthCorrespondence - Self-Study8/8/2016N/A

Course NumberPrometric Course NumberCourse Name
995C20065Long_Term Care Hybrid Products & Partnership 4Hour
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Long Term Care Partnership ActCorrespondence - Self-Study11/10/2021N/A

Course NumberPrometric Course NumberCourse Name
913C93543Medical Tests and Signs, 4th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Property and CasualtyCorrespondence - Self-Study8/21/2017N/A

Course NumberPrometric Course NumberCourse Name
904C92949Medicare Supplement Policies
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2HealthCorrespondence - Self-Study4/6/2017N/A

Course NumberPrometric Course NumberCourse Name
944C14300Medicare and Medigap Insurance, 11th Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Life and HealthCorrespondence - Self-Study10/11/2018N/A

Course NumberPrometric Course NumberCourse Name
903C92735Medicare, 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2HealthCorrespondence - Self-Study4/6/2017N/A

Course NumberPrometric Course NumberCourse Name
975C21687Needs Analysis, 5th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Life and HealthCorrespondence - Self-Study12/30/2019N/A

Course NumberPrometric Course NumberCourse Name
963C19650PROPERTY & CASUALTY PRINCIPLES 5TH EDITION
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Property and CasualtyCorrespondence - Self-Study5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
976C21844Personal Auto Coverage, 6TH Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Property and CasualtyCorrespondence - Self-Study2/4/2020N/A

Course NumberPrometric Course NumberCourse Name
857C32636Personal Auto Rating, 5th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Personal LinesCorrespondence - Self-Study11/17/2014N/A

Course NumberPrometric Course NumberCourse Name
1017C80236Personal Auto Rating,6th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Property and CasualtyCorrespondence - Self-Study5/18/2022N/A

Course NumberPrometric Course NumberCourse Name
990C16938Personal Lines Endorsements 4th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Property and CasualtyCorrespondence - Self-Study8/13/2021N/A

Course NumberPrometric Course NumberCourse Name
957C18051Personal Lines Endorsments 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Property and CasualtyCorrespondence - Self-Study4/9/2019N/A

Course NumberPrometric Course NumberCourse Name
960C19268Principles Of Retirement Planning 7th EDition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 15Life and HealthCorrespondence - Self-Study4/9/2019N/A

Course NumberPrometric Course NumberCourse Name
973C21038Problematic Beneficiary Designations, 3rd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Life and HealthCorrespondence - Self-Study11/8/2019N/A

Course NumberPrometric Course NumberCourse Name
962C19619Property- Casualty Concepts, 13th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Property and CasualtyCorrespondence - Self-Study5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
870C43761Qualified & Nonqualified PLans, 4th ED
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9Life and HealthCorrespondence - Self-Study4/28/2015N/A

Course NumberPrometric Course NumberCourse Name
955C16246Retirement Income Strategies 3rd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2LifeCorrespondence - Self-Study1/3/2019N/A

Course NumberPrometric Course NumberCourse Name
879C67771Risk Management, 2nd Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Property and CasualtyCorrespondence - Self-Study6/29/2016N/A

Course NumberPrometric Course NumberCourse Name
934C94515Section 529 Plans, 3rd Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3LifeCorrespondence - Self-Study3/13/2018N/A

Course NumberPrometric Course NumberCourse Name
993C19357Senior Needs Planning,6th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Life and HealthCorrespondence - Self-Study9/17/2021N/A

Course NumberPrometric Course NumberCourse Name
986C27538Social Security and Medicare,5th Ed.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 7General Insurance PrinciplesCorrespondence - Self-Study12/28/2020N/A

Course NumberPrometric Course NumberCourse Name
906C93362Suitability for Traditional Life and UL Ins,2nd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2LifeCorrespondence - Self-Study6/20/2017N/A

Course NumberPrometric Course NumberCourse Name
886C78890TAXATION OF LIFE INS. AND AN N.,2ND ED.
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Life and HealthCorrespondence - Self-Study9/21/2016N/A

Course NumberPrometric Course NumberCourse Name
399C53197The Ethical Insurance Producer
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5EthicsCorrespondence - Self-Study4/6/2004N/A

Course NumberPrometric Course NumberCourse Name
263C37308Understanding 1035 Exchanges (self-study)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6LifeCorrespondence - Self-Study10/1/2002N/A

Course NumberPrometric Course NumberCourse Name
989C13283Understanding AnnuityBestInt Obligations&FINRA2330
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 2Life and HealthCorrespondence - Self-Study5/11/2021N/A

Course NumberPrometric Course NumberCourse Name
945C14397Understanding IRA''s, 5th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6LifeCorrespondence - Self-Study10/11/2018N/A

Course NumberPrometric Course NumberCourse Name
872C44781Understanding Wills & Intestacy, 2nd Ed
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3Life and HealthCorrespondence - Self-Study4/14/2015N/A

Course NumberPrometric Course NumberCourse Name
938C10402Underwriting Basics, 4th Edition
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5Property and CasualtyCorrespondence - Self-Study6/21/2018N/A

Course NumberPrometric Course NumberCourse Name
745C79482Variable Contracts (2nd Ed.)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Life / VariableCorrespondence - Self-Study8/15/2008N/A

Course NumberPrometric Course NumberCourse Name
311C31626Variable Contracts: Case Study
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 6Life and HealthCorrespondence - Self-Study10/1/2002N/A

Course NumberPrometric Course NumberCourse Name
1002C20644Wells Fargo Annunity Best Interest 4-hour Training
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Annuity SuitabilityCorrespondence - Self-Study11/29/2021N/A


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