DEPARTMENT OF INSURANCE
Provider Information
PR0459: Broker Educational Sales and Training
Prometric Provider Number: S12018 
Provider Type: Independent
CE Certification Date: 9/7/1998

PL Certification Date: 10/2/2002

Address: 7137 Congress St
New Port Richey, FL 34653
Contact: Jessica Rodriguez
Telephone: 800-345-5669
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
419C216004-Hour Annuity Suitability Best Interest Training
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Annuity SuitabilityCorrespondence - Self-Study1/18/2022N/A

Course NumberPrometric Course NumberCourse Name
406C19592401(k) Primer I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
368C76840Advanced Planning Life Insurance Strategies
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom8/8/2016N/A

Course NumberPrometric Course NumberCourse Name
308C24432Advisors Guide to Medicare and Medicaid
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12HealthCorrespondence - Self-Study8/11/2014N/A

Course NumberPrometric Course NumberCourse Name
418C20953Annuities Best Interest Standards
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesCorrespondence - Self-Study12/28/2021N/A

Course NumberPrometric Course NumberCourse Name
422C22031Annuity Contract Structure&Suitability Practice(Cl
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Annuity SuitabilityClassroom2/11/2022N/A

Course NumberPrometric Course NumberCourse Name
396C18192Best Practices and Estate Planning Opportunitites
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/7/2019N/A

Course NumberPrometric Course NumberCourse Name
414C13653Building a Generation Resilient Business-OL
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeCorrespondence - Self-Study5/21/2021N/A

Course NumberPrometric Course NumberCourse Name
389C94669CERTIFIED PLAN FIDUCIARY ADVISER
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 14LifeCorrespondence - Self-Study4/3/2018N/A

Course NumberPrometric Course NumberCourse Name
379C93234ESSENTIAL IRA AND RETIREMENT PLAN BEST PRACTICES
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom5/19/2017N/A

Course NumberPrometric Course NumberCourse Name
321C45623Estate Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 20Life and HealthCorrespondence - Self-Study5/15/2015N/A

Course NumberPrometric Course NumberCourse Name
250C05246Ethical Practices & Standards
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1EthicsClassroom2/9/2010N/A

Course NumberPrometric Course NumberCourse Name
376C92817Ethics For The Insurance Producer
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 5EthicsCorrespondence - Self-Study3/14/2017N/A

Course NumberPrometric Course NumberCourse Name
402C19609Ethics for the Insurance Producer I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1EthicsClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
326C55644Fundamentals of Estate Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 15LifeCorrespondence - Self-Study8/10/2015N/A

Course NumberPrometric Course NumberCourse Name
405C19591Funding Long Term Care I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
384C94002Guide to Retirement Planning Strategies
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 14LifeCorrespondence - Self-Study11/10/2017N/A

Course NumberPrometric Course NumberCourse Name
409C23965IRA PLANNING-SS
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1General Insurance PrinciplesCorrespondence - Self-Study9/16/2020N/A

Course NumberPrometric Course NumberCourse Name
404C19600IRA Planning I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
386C94269It''s All About Income
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom1/2/2018N/A

Course NumberPrometric Course NumberCourse Name
240C03349Kentucky 8-Hour Long-Term Care Partnership
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8Long Term Care Partnership ActCorrespondence - Self-Study8/11/2009N/A

Course NumberPrometric Course NumberCourse Name
413C13364Life Insurance Planning & Ethical Practices
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12General Insurance PrinciplesCorrespondence - Self-Study5/11/2021N/A

Course NumberPrometric Course NumberCourse Name
412C13363Life Insurance Planning & Ethical Practices-ETHICS
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study5/11/2021N/A

Course NumberPrometric Course NumberCourse Name
411C13359Life Insurance Planning Strategies
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12LifeCorrespondence - Self-Study5/11/2021N/A

Course NumberPrometric Course NumberCourse Name
421C22026Life Insurance and Annuity Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom1/21/2022N/A

Course NumberPrometric Course NumberCourse Name
416C10962Life Insurance, Annuity & Ethical Practices
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4General Insurance PrinciplesCorrespondence - Self-Study8/2/2021N/A

Course NumberPrometric Course NumberCourse Name
417C10345Life Insurance,Annuity & Ethical Practices Ethics
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4EthicsCorrespondence - Self-Study8/2/2021N/A

Course NumberPrometric Course NumberCourse Name
381C93361Maximizing the Value of 529 Plans to the Clients
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom6/16/2017N/A

Course NumberPrometric Course NumberCourse Name
424C80083Modern Retirement Plans
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12General Insurance PrinciplesCorrespondence - Self-Study4/26/2022N/A

Course NumberPrometric Course NumberCourse Name
425C80084Modern Retirement Plans and Ethical Practices
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study4/26/2022N/A

Course NumberPrometric Course NumberCourse Name
241C02829NAIC 4-Hour Long-Term Care Insurance
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4Long Term Care Partnership ActCorrespondence - Self-Study8/17/2009N/A

Course NumberPrometric Course NumberCourse Name
256C05836Planning for Health Care in Retirement
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom3/22/2010N/A

Course NumberPrometric Course NumberCourse Name
398C19602Planning with Medicare I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
401C19604Planning with Social Security I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
400C19606Planning with Social Security and Medicare I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
375C92673Retirement Income Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom2/13/2017N/A

Course NumberPrometric Course NumberCourse Name
395C17194Retirement Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life and HealthCorrespondence - Self-Study2/21/2019N/A

Course NumberPrometric Course NumberCourse Name
311C36470Retirement Plans for Small Businesses
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life and HealthCorrespondence - Self-Study1/20/2015N/A

Course NumberPrometric Course NumberCourse Name
397C18945Retirment Resouce Guide 2019
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life and HealthCorrespondence - Self-Study4/3/2019N/A

Course NumberPrometric Course NumberCourse Name
407C20669Small Business Retirement Plans & EthicalPractices
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12LifeCorrespondence - Self-Study8/28/2019N/A

Course NumberPrometric Course NumberCourse Name
294C13459Small Business Retirements Plans
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life and HealthClassroom8/19/2013N/A

Course NumberPrometric Course NumberCourse Name
408C20671Small BusinessRetirementPlansEthicPracticeETHICS
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 4EthicsCorrespondence - Self-Study8/28/2019N/A

Course NumberPrometric Course NumberCourse Name
423C23693Social Security Optimization
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom4/11/2022N/A

Course NumberPrometric Course NumberCourse Name
403C19607Suitability of Annuities I
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom5/8/2019N/A

Course NumberPrometric Course NumberCourse Name
366C68256The Advisor''s Guide to 401(k) Plans
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Annuities and SecuritiesCorrespondence - Self-Study7/5/2016N/A

Course NumberPrometric Course NumberCourse Name
373C92593The Advisor''s Guide to IRA''s
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12Life and HealthCorrespondence - Self-Study1/30/2017N/A

Course NumberPrometric Course NumberCourse Name
352C65706The Advisor''s Guide to Social Insurance Programs
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12LifeCorrespondence - Self-Study4/7/2016N/A

Course NumberPrometric Course NumberCourse Name
336C56849The Advisors Guide To Retirement Planning
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 12LifeCorrespondence - Self-Study10/7/2015N/A

Course NumberPrometric Course NumberCourse Name
312C36955The Advisors Guide To Social Security Benefits
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 8LifeCorrespondence - Self-Study2/6/2015N/A

Course NumberPrometric Course NumberCourse Name
372C92603The Advisors Guide to Annuities & Ethical Prac-Eth
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 3EthicsCorrespondence - Self-Study1/30/2017N/A

Course NumberPrometric Course NumberCourse Name
374C92602The Advisors Guide to Annuities and Ethical Practi
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 9LifeCorrespondence - Self-Study1/30/2017N/A

Course NumberPrometric Course NumberCourse Name
420C22009The Best Interest Standard for AntyTransactionsWeb
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1Life / VariableClassroom - Webinar (Classroom)1/18/2022N/A

Course NumberPrometric Course NumberCourse Name
388C94404Washington Update
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom2/2/2018N/A

Course NumberPrometric Course NumberCourse Name
415C16038Wealth Transfer Planning (Classroom)
StatusCredit HoursCourse ConcentrationInstruction MethodApproval Dt.Term. Dt.
Active 1LifeClassroom7/8/2021N/A


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