| Course Number | PSI Course Number | Course Name |
| 22 | C100805 | ANNUITIES AND TRUSTS: TAXES AREN''T EVERYTHING |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 3/11/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 22 | C100805 | ANNUITIES AND TRUSTS: TAXES AREN''T EVERYTHING |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 3/11/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 23 | C100806 | ANNUITIES AND TRUSTS: TAXES AREN''T EVERYTHING WEBINAR |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 3/11/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 23 | C100806 | ANNUITIES AND TRUSTS: TAXES AREN''T EVERYTHING WEBINAR |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 3/11/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 13 | C24239 | Crucial Distribution Conversations W/Clients in Th |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 10/13/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 13 | C24239 | Crucial Distribution Conversations W/Clients in Th |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 10/13/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 3 | C20324 | Crucial Distribution Conversations w/ Clients ... |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 9/18/2019 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 3 | C20324 | Crucial Distribution Conversations w/ Clients ... |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 9/18/2019 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 19 | C24486 | Estate Planning for Mass Afficient Clients |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom | 8/17/2022 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 19 | C24486 | Estate Planning for Mass Afficient Clients |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom | 8/17/2022 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 14 | C24298 | Estate Planning for Mass Affluent Clients (Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 11/3/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 14 | C24298 | Estate Planning for Mass Affluent Clients (Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 11/3/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 7 | C23930 | Hidden Tax Traps |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 9/15/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 2 | C19627 | Hidden Tax Traps |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 4/26/2019 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 2 | C19627 | Hidden Tax Traps |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 4/26/2019 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 7 | C23930 | Hidden Tax Traps |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 9/15/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 6 | C21626 | THE TAX JOURNEY: ACCUMLATION TO WEALTH TRANSFER |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 5/11/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 6 | C21626 | THE TAX JOURNEY: ACCUMLATION TO WEALTH TRANSFER |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 5/11/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 10 | C23944 | TheTax Journey: Accum to Wealth Transfer webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 9/16/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 10 | C23944 | TheTax Journey: Accum to Wealth Transfer webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 9/16/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 21 | C26646 | Three Ts:Tax Deferral,Tax Efficiency,and TCJA-Clas |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 1/31/2024 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 21 | C26646 | Three Ts:Tax Deferral,Tax Efficiency,and TCJA-Clas |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 1/31/2024 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 20 | C26647 | Three Ts:Tax Deferral,Tax Efficiency,and TCJA-Web |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 1/31/2024 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 20 | C26647 | Three Ts:Tax Deferral,Tax Efficiency,and TCJA-Web |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 1/31/2024 | N/A |
|