DEPARTMENT OF INSURANCE

Provider Information

PR0219: Quest Continuing Education Solutions
PSI Provider Number:	S10578
Provider Type:	Independent
CE Certification Date:	5/13/1993
PL Certification Date:	9/9/2002
Address:	10100 W Innovation Dr Suite 200 Milwaukee, WI 53226
Contact:	Adam Krenke
Telephone:	877-593-3366 EXT. 120
Status:	Active
Termination Date:	N/A
View Instructors

No Pre-Licensing Courses Available, viewing Continuing Education Courses

Active Course Information

Course Number	PSI Course Number	Course Name
484	C20758	4 Hr Annuity Best Interest Training Course
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Annuity Suitability	Correspondence - Self-Study	12/9/2021	N/A

Course Number	PSI Course Number	Course Name
396	C15800	401 (K)s and Qualified Plans
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Life	Correspondence - Self-Study	12/19/2018	N/A

Course Number	PSI Course Number	Course Name
444	C24162	ADAAA Understanding the Basics
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/7/2020	N/A

Course Number	PSI Course Number	Course Name
509	C25712	AdvEmployeeCare:CreateHumanCentricEmployeeExps WEB
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	5/1/2023	N/A

Course Number	PSI Course Number	Course Name
510	C25711	AdvEmployeeCare:CreateHumanCentricEmployeeExps-Cla
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	5/1/2023	N/A

Course Number	PSI Course Number	Course Name
321	C13218	Advanced Asset Allocation Strategies
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Life and Health	Correspondence - Self-Study	8/2/2013	N/A

Course Number	PSI Course Number	Course Name
520	C26927	Advanced Strategies In AML Compliance&Enforcement
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Correspondence - Self-Study	4/11/2024	N/A

Course Number	PSI Course Number	Course Name
227	C79431	Alternate Funding Solutions
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life and Health	Classroom	8/21/2008	N/A

Course Number	PSI Course Number	Course Name
237	C00314	Alternative Funding Topics: Claim Fluctutation Res
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	10/20/2008	N/A

Course Number	PSI Course Number	Course Name
140	C52027	Annuities Essentials
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	15	Life	Correspondence - Self-Study	2/17/2004	N/A

Course Number	PSI Course Number	Course Name
278	C09668	Annuities Today
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	Annuities and Securities	Correspondence - Self-Study	3/14/2011	N/A

Course Number	PSI Course Number	Course Name
364	C92236	Annuities in Retirement Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Correspondence - Self-Study	11/11/2016	N/A

Course Number	PSI Course Number	Course Name
523	C27013	Annuities101-TopRiskFacingPre-RetireesAndRetiree-W
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	5/8/2024	N/A

Course Number	PSI Course Number	Course Name
388	C94805	Anti-Money Laundering Beneficial Ownership
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Correspondence - Self-Study	4/30/2018	N/A

Course Number	PSI Course Number	Course Name
253	C01543	Anti-Money Laundering Regs & New Red Flag Req''s
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Correspondence - Self-Study	1/22/2009	N/A

Course Number	PSI Course Number	Course Name
137	C44724	Anti-Money Laundering Regs & Ramifications
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Correspondence - Self-Study	8/7/2003	N/A

Course Number	PSI Course Number	Course Name
343	C37190	Anti-Money Laundering for Agents and Representativ
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Correspondence - Self-Study	2/9/2015	N/A

Course Number	PSI Course Number	Course Name
344	C40498	Anti-Money Laundering: Customer Identification Pro
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Correspondence - Self-Study	8/1/2023	N/A

Course Number	PSI Course Number	Course Name
483	C20635	Art and Science of Retirement Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	21	General Insurance Principles	Correspondence - Self-Study	11/24/2021	N/A

Course Number	PSI Course Number	Course Name
534	C101030	BASICS OF VISION CARE SERVICES AND BENEFITS (WEBINAR)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Health	Classroom - Webinar (Classroom)	5/27/2025	N/A

Course Number	PSI Course Number	Course Name
514	C25925	Basics Of Vision Care Services and Benefits-Class
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	6/21/2023	N/A

Course Number	PSI Course Number	Course Name
502	C24713	Building A Generation-Resilient Business(Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	9/30/2022	N/A

Course Number	PSI Course Number	Course Name
501	C24690	Building a Generation-Resilient Business
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	9/30/2022	N/A

Course Number	PSI Course Number	Course Name
422	C21466	Claims-Made Policy Training
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Correspondence - Self-Study	12/5/2019	N/A

Course Number	PSI Course Number	Course Name
393	C12034	Client Attitudes&Wealth Transfer Women&Children1st
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	8/23/2018	N/A

Course Number	PSI Course Number	Course Name
404	C18040	Commercial Auto Insurance: Understanding the....
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Property and Casualty	Correspondence - Self-Study	3/21/2019	N/A

Course Number	PSI Course Number	Course Name
409	C19649	DENTAL BENEFITS TODAY
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Health	Classroom	5/14/2019	N/A

Course Number	PSI Course Number	Course Name
430	C22900	Dental Benefits Today(Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Health	Classroom - Webinar (Classroom)	5/6/2020	N/A

Course Number	PSI Course Number	Course Name
134	C44725	Disability Income Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life and Health	Correspondence - Self-Study	8/7/2003	N/A

Course Number	PSI Course Number	Course Name
495	C80037	Disability Insurance Policy&Behavioral Health(Web)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	4/19/2022	N/A

Course Number	PSI Course Number	Course Name
356	C66075	Disablilty Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Life and Health	Correspondence - Self-Study	4/14/2016	N/A

Course Number	PSI Course Number	Course Name
511	C25754	DontAskYourNeighbor!LearnTheFactsAboutSocialSecuri
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	21	General Insurance Principles	Correspondence - Self-Study	5/10/2023	N/A

Course Number	PSI Course Number	Course Name
438	C23935	Drilling Deeper into Group Dental Benefits Webinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	9/16/2020	N/A

Course Number	PSI Course Number	Course Name
129	C44488	Effects of Market Uncertainty on Ret Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life / Variable	Correspondence - Self-Study	8/7/2003	N/A

Course Number	PSI Course Number	Course Name
522	C26948	Employee Benefits
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	General Insurance Principles	Correspondence - Self-Study	4/29/2024	N/A

Course Number	PSI Course Number	Course Name
334	C21311	Employee Benefits Market: The Economy and Rates
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	5/29/2014	N/A

Course Number	PSI Course Number	Course Name
519	C26828	Employee Group Benefits
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	16	General Insurance Principles	Correspondence - Self-Study	3/18/2024	N/A

Course Number	PSI Course Number	Course Name
183	C63325	Equity Indexed Annuities-SS
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Life	Correspondence - Self-Study	8/7/2006	N/A

Course Number	PSI Course Number	Course Name
322	C13636	Estate Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Life / Variable	Correspondence - Self-Study	8/29/2013	N/A

Course Number	PSI Course Number	Course Name
375	C92982	Ethical Considerations for Life and Death
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	17	Life and Health	Correspondence - Self-Study	4/18/2017	N/A

Course Number	PSI Course Number	Course Name
468	C12809	Ethical Issues Facing The Financial Services Ind.
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Ethics	Correspondence - Self-Study	4/20/2021	N/A

Course Number	PSI Course Number	Course Name
273	C08627	Ethical Standards for Producers
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	11/22/2010	N/A

Course Number	PSI Course Number	Course Name
394	C13335	Ethics and Professional Responsibility
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	8/31/2018	N/A

Course Number	PSI Course Number	Course Name
379	C93461	Ethics for the Financial Service Professionals
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	7/14/2017	N/A

Course Number	PSI Course Number	Course Name
236	C00371	Experiance Rating LTD: Basic Concepts
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life and Health	Classroom	10/20/2008	N/A

Course Number	PSI Course Number	Course Name
427	C22909	Experience Rating LTD Basic Concepts(Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life and Health	Classroom - Webinar (Classroom)	5/6/2020	N/A

Course Number	PSI Course Number	Course Name
527	C100233	FUNDAMENTALS OF DISABILITY
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Health	Classroom	9/12/2024	N/A

Course Number	PSI Course Number	Course Name
130	C41110	Fixed Annuities vs Var Annuities vs Mutual Funds
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life / Variable	Correspondence - Self-Study	8/7/2003	N/A

Course Number	PSI Course Number	Course Name
416	C21009	Forms of Property and Casualty Liability
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	General Insurance Principles	Correspondence - Self-Study	10/4/2019	N/A

Course Number	PSI Course Number	Course Name
457	C10080	Fundamentals of Disability (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	2/19/2021	N/A

Course Number	PSI Course Number	Course Name
525	C100186	GROUP LONG TERM DISABILITY INSURANCE
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Correspondence - Self-Study	8/28/2024	N/A

Course Number	PSI Course Number	Course Name
524	C100179	GROUP LONG TERM DISABILITY INSURANCE
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	8/5/2024	N/A

Course Number	PSI Course Number	Course Name
529	C100275	GROUP LONG TERM DISABILITY INSURANCE (WEBINAR)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	9/13/2024	N/A

Course Number	PSI Course Number	Course Name
530	C100879	GUARANTEE ISSUE INDIVIDUAL DISABILITY INCOME INSURANCE (WEBINAR)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	4/10/2025	N/A

Course Number	PSI Course Number	Course Name
431	C22910	Group LTD Basic Concepts(Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life and Health	Classroom - Webinar (Classroom)	5/6/2020	N/A

Course Number	PSI Course Number	Course Name
226	C79190	Group LTD: Basic Concepts
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life and Health	Classroom	8/25/2008	N/A

Course Number	PSI Course Number	Course Name
360	C78504	Guarantee Issue Individual Disablity Income Ins.
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life / Variable	Classroom	9/12/2016	N/A

Course Number	PSI Course Number	Course Name
402	C17815	Guide to th Markets, Stategy for all Cycles
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	3/11/2019	N/A

Course Number	PSI Course Number	Course Name
419	C21333	Homeowners Valuation Insurance Training
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Property and Casualty	Correspondence - Self-Study	11/12/2019	N/A

Course Number	PSI Course Number	Course Name
426	C22682	IRA Insights for Retirement
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	9/8/2020	N/A

Course Number	PSI Course Number	Course Name
186	C64088	Income Planning for Retirement
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Life	Correspondence - Self-Study	9/8/2006	N/A

Course Number	PSI Course Number	Course Name
182	C63121	Income Plng for Heirs: Annuity Contract Structure
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Life	Correspondence - Self-Study	6/22/2006	N/A

Course Number	PSI Course Number	Course Name
363	C92237	Introduction to Individual Retirement Accounts
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Correspondence - Self-Study	11/11/2016	N/A

Course Number	PSI Course Number	Course Name
482	C19975	It is All About Income(Classroom)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	11/2/2021	N/A

Course Number	PSI Course Number	Course Name
407	C19423	LIVING BENEFIT RIDERS
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Correspondence - Self-Study	4/23/2019	N/A

Course Number	PSI Course Number	Course Name
337	C23765	LTC Partnership 4 Hr Refresh DOES MEET MA LTC REQ
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Long Term Care Partnership Act	Correspondence - Self-Study	7/30/2014	N/A

Course Number	PSI Course Number	Course Name
418	C21283	Life Insurance 101
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	10/24/2019	N/A

Course Number	PSI Course Number	Course Name
439	C23937	Life Insurance 101 (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	9/16/2020	N/A

Course Number	PSI Course Number	Course Name
244	C00853	Life Insurance Today
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life	Correspondence - Self-Study	11/10/2008	N/A

Course Number	PSI Course Number	Course Name
210	C68642	Life Settlements
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Correspondence - Self-Study	10/29/2007	N/A

Course Number	PSI Course Number	Course Name
338	C99472	Long Term Care Partnership 8 Hour Training Course
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	8	Long Term Care Partnership Act	Correspondence - Self-Study	9/3/2014	N/A

Course Number	PSI Course Number	Course Name
521	C26934	ManagingDownsideRiskHelpsNear-RetireesStayTheCou-C
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	4/11/2024	N/A

Course Number	PSI Course Number	Course Name
525	C27084	MaximizingEmployeeCare:OppsForTheEmployeeExperie-C
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	5/28/2024	N/A

Course Number	PSI Course Number	Course Name
524	C27083	MaximizingEmployeeCare:OppsForTheEmployeeExperie-W
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	5/28/2024	N/A

Course Number	PSI Course Number	Course Name
526	C100197	NAVIGATING ANNUITIES: TYPES^ OWNERSHIP STRUCTURES AND COMPLIANCE
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Correspondence - Self-Study	8/28/2024	N/A

Course Number	PSI Course Number	Course Name
410	C19957	National Flood Insurance Program Training
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Flood - NFIP	Correspondence - Self-Study	6/14/2019	N/A

Course Number	PSI Course Number	Course Name
515	C26175	NavigatingTotalAbsenceManagement&LifeInsurance-Web
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	9/8/2023	N/A

Course Number	PSI Course Number	Course Name
512	C25763	On The Up&Up-Your Clients Depend On Your Expertise
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	18	General Insurance Principles	Correspondence - Self-Study	5/11/2023	N/A

Course Number	PSI Course Number	Course Name
420	C21384	PERSONAL LINES
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Property and Casualty	Correspondence - Self-Study	11/26/2019	N/A

Course Number	PSI Course Number	Course Name
290	C95185	Plan Design Essentials
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	4/18/2011	N/A

Course Number	PSI Course Number	Course Name
434	C22911	Plan Design Essentials(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	PSI Course Number	Course Name
312	C11100	Planning for Senior Needs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	5	Life	Correspondence - Self-Study	2/15/2013	N/A

Course Number	PSI Course Number	Course Name
175	C60869	Principles of Asset Allocation
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Life	Correspondence - Self-Study	1/20/2006	N/A

Course Number	PSI Course Number	Course Name
414	C20731	Property and Casualty Claims Operations
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Property and Casualty	Correspondence - Self-Study	9/4/2019	N/A

Course Number	PSI Course Number	Course Name
349	C56375	Property and Casualty Essentials
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	5	Property and Casualty	Correspondence - Self-Study	9/3/2015	N/A

Course Number	PSI Course Number	Course Name
366	C92519	Property and Casualty Insurance Fraud and Red Flag
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	Property and Casualty	Correspondence - Self-Study	1/27/2017	N/A

Course Number	PSI Course Number	Course Name
536	C101422	RETIREMENT STRATEGIES AND SOLUTIONS: MAXIMIZING CLIENT OUTCOMES
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	21	Life	Correspondence - Self-Study	10/16/2025	N/A

Course Number	PSI Course Number	Course Name
136	C44721	Retirement Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	Life and Health	Correspondence - Self-Study	8/7/2003	N/A

Course Number	PSI Course Number	Course Name
272	C07622	Retirement Planning & Annuities
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	8	Life	Correspondence - Self-Study	9/17/2010	N/A

Course Number	PSI Course Number	Course Name
390	C94897	Retirement Strategies: How Social Security.......
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	5/21/2018	N/A

Course Number	PSI Course Number	Course Name
128	C44490	Section 529 Plans
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Correspondence - Self-Study	8/7/2003	N/A

Course Number	PSI Course Number	Course Name
362	C92235	Senior Needs Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Correspondence - Self-Study	11/11/2016	N/A

Course Number	PSI Course Number	Course Name
389	C94880	Social Security & Medicare:Everything You Didn''t..
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	5/14/2018	N/A

Course Number	PSI Course Number	Course Name
477	C18413	Social Security and Retirement Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	20	General Insurance Principles	Correspondence - Self-Study	8/25/2021	N/A

Course Number	PSI Course Number	Course Name
424	C22301	Social Security: Maximizing Your Clients Benefits
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	3/25/2020	N/A

Course Number	PSI Course Number	Course Name
429	C22908	Solutions for Globally Mobile Employees(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	PSI Course Number	Course Name
383	C94541	Solutions for Globally-Mobile Employees
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	3/6/2018	N/A

Course Number	PSI Course Number	Course Name
448	C24368	Strategic Retirement Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	13	Life and Health	Correspondence - Self-Study	1/4/2021	N/A

Course Number	PSI Course Number	Course Name
347	C55233	Structure &Suitability of Equity Indexed Annuities
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life / Variable	Correspondence - Self-Study	8/3/2015	N/A

Course Number	PSI Course Number	Course Name
398	C16503	Supplemental Health Products & Enrollment
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	2/5/2019	N/A

Course Number	PSI Course Number	Course Name
437	C23932	Supplemental Health Products & Enrollment(Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	9/16/2020	N/A

Course Number	PSI Course Number	Course Name
531	C100881	THE IMPORTANCE OF ANNUITIES AND RETIREMENT PLANS
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	21	Life	Correspondence - Self-Study	4/10/2025	N/A

Course Number	PSI Course Number	Course Name
532	C100944	THE TRUST IMPERATIVE: OPP. FOR ENHANCING CARE DELIVERY WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom - Webinar (Classroom)	4/28/2025	N/A

Course Number	PSI Course Number	Course Name
533	C100945	THE TRUST IMPERATIVE: OPPORTUNITIES FOR ENHANCING CARE DELIVERY
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	4/28/2025	N/A

Course Number	PSI Course Number	Course Name
506	C25102	Taxation Of Life and LTD Insurance -Webinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	12/27/2022	N/A

Course Number	PSI Course Number	Course Name
500	C80560	Taxation of Life and LTD Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	8/18/2022	N/A

Course Number	PSI Course Number	Course Name
513	C25828	The Role of Medicare in Retirement Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	5/25/2023	N/A

Course Number	PSI Course Number	Course Name
123	C44493	The Suitability of Variable Annuity Products
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life / Variable	Correspondence - Self-Study	8/7/2003	N/A

Course Number	PSI Course Number	Course Name
124	C44494	The Suitability of Variable Life Insurance Prod.
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life / Variable	Correspondence - Self-Study	8/7/2003	N/A

Course Number	PSI Course Number	Course Name
125	C44492	The Suitability of Variable Products
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Life / Variable	Correspondence - Self-Study	8/7/2003	N/A

Course Number	PSI Course Number	Course Name
138	C44723	The Truth About Variable Annuities
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	7	Life and Health	Correspondence - Self-Study	8/7/2003	N/A

Course Number	PSI Course Number	Course Name
517	C26284	TheEvolutionOfPaidFamily&MedicalLeave(PFML)(Class)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/6/2023	N/A

Course Number	PSI Course Number	Course Name
516	C26275	TheEvolutionOfPaidFamily&MedicalLeave(PFML)(Web)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	10/6/2023	N/A

Course Number	PSI Course Number	Course Name
528	C100241	UNDERSTANDING ANNUITIES
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life	Correspondence - Self-Study	9/12/2024	N/A

Course Number	PSI Course Number	Course Name
535	C101224	UNDERSTANDING IRA ANNUITIES/UNDERSTANDING LIFETIME INCOM AND IRA ANNUITIES
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	15	Life	Correspondence - Self-Study	8/8/2025	N/A

Course Number	PSI Course Number	Course Name
345	C43313	UNDERSTANDING THE TYPES OF ANNUITIES
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Annuity Suitability	Correspondence - Self-Study	4/10/2015	N/A

Course Number	PSI Course Number	Course Name
451	C27600	Undersatnding Worksite Benefits (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	1/4/2021	N/A

Course Number	PSI Course Number	Course Name
518	C26565	Understanding IRA Annuities
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	19	General Insurance Principles	Correspondence - Self-Study	1/12/2024	N/A

Course Number	PSI Course Number	Course Name
209	C67926	Understanding IRAs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life	Correspondence - Self-Study	9/10/2007	N/A

Course Number	PSI Course Number	Course Name
486	C20633	Understanding Legal Plans (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Property and Casualty	Classroom - Webinar (Classroom)	12/13/2021	N/A

Course Number	PSI Course Number	Course Name
433	C22913	Understanding Total Absence Mgmt Deeper Dive(Webin
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life and Health	Classroom - Webinar (Classroom)	5/6/2020	N/A

Course Number	PSI Course Number	Course Name
400	C16523	Understanding Total Absence Mngmnt: A Deeper Dive
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life and Health	Classroom	2/5/2019	N/A

Course Number	PSI Course Number	Course Name
358	C68144	Understanding Worksite Benefits
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	6/28/2016	N/A

Course Number	PSI Course Number	Course Name
415	C20844	Variable Index Annuities
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Correspondence - Self-Study	9/17/2019	N/A

Course Number	PSI Course Number	Course Name
126	C44491	Variable Universal Life I
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	5	Life	Correspondence - Self-Study	8/7/2003	N/A

Course Number	PSI Course Number	Course Name
191	C64681	Variable Universal Life II
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Life	Correspondence - Self-Study	9/25/2006	N/A

Course Number	PSI Course Number	Course Name
432	C22915	What''s The Risk? Insight Into Life & Disability(We
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	PSI Course Number	Course Name
292	C95186	What''s the Risk: Insight into Life & Disability
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	4/18/2011	N/A

Course Number	PSI Course Number	Course Name
491	C23190	WhatEveryoneNeeds toKnow aboutBehavioralHealth-Web
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	3/15/2022	N/A