DEPARTMENT OF INSURANCE

Provider Information

PR0301: Nationwide Life Insurance Company c/o Quest Cont Ed Solution
PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI Course Number	Course Name
393	C27088	COLI:Prospects And Sales Opportunities-Classroom
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	5/30/2024	N/A

Course Number	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI Course Number	Course Name
398	C100613	ESG INVESTING: THE GENERATIONAL CULTURAL WARS REACH RETREMENT
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	1/10/2025	N/A

Course Number	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI Course Number	Course Name
399	C101070	NAVIGATING BUSINESS SUCCESSION AND OWNER READINESS FOR YOUR CLIENTS
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Pending	1	Life	Classroom		N/A

Course Number	PSI Course Number	Course Name
400	C101071	NAVIGATING BUSINESS SUCCESSION AND OWNER READINESS FOR YOUR CLIENTS WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Pending	1	Life	Classroom - Webinar (Classroom)		N/A

Course Number	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI Course Number	Course Name
384	C26180	Planning For A Smooth Business Transition(Webinar)
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
385	C26289	Protecting Your Value And Legacy -Classroom
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/9/2023	N/A

Course Number	PSI Course Number	Course Name
386	C26293	Protecting Your Value and Legacy (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	10/17/2023	N/A

Course Number	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI Course Number	Course Name
394	C100239	TOP 10 ADVANCED ANNUITY AND IRA PLANNING IDEA
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	9/13/2024	N/A

Course Number	PSI Course Number	Course Name
395	C100240	TOP 10 ADVANCED ANNUITY AND IRA PLANNING IDEA 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
396	C100360	TOTAL RETIREMENT INCOME PLANNING: PERSONALIZED AND PROTECTED
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	10/15/2024	N/A

Course Number	PSI Course Number	Course Name
397	C100361	TOTAL RETIREMENT INCOME PLANNING: PERSONALIZED AND PROTECTED WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	10/15/2024	N/A

Course Number	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI 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	PSI Course Number	Course Name
389	C26636	Understanding LTC Tax Advantages(Classroom)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	1/29/2024	N/A

Course Number	PSI Course Number	Course Name
390	C26638	Understanding LTC Tax Advantages(Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	1/29/2024	N/A

Course Number	PSI Course Number	Course Name
388	C26312	UnderstandingHealthcareCosts&TheirImpactOnRetire-C
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	11/15/2023	N/A

Course Number	PSI Course Number	Course Name
387	C26311	UnderstandingHealthcareCosts&TheirImpactOnRetire-W
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	11/15/2023	N/A

Course Number	PSI 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	PSI 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	PSI 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	PSI Course Number	Course Name
392	C26804	UsingVariableAnnuitiesWithGuaranteedLifetimeWith-C
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	3/5/2024	N/A

Course Number	PSI Course Number	Course Name
391	C26805	UsingVariableAnnuitiesWithGuaranteedLifetimeWith-W
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom - Webinar (Classroom)	3/5/2024	N/A

Course Number	PSI 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