Course Number | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 | Prometric 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 |
|