| Course Number | PSI Course Number | Course Name |
| 136 | C17528 | CC: Adding an Annuity to an IRA |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 8/5/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 136 | C17528 | CC: Adding an Annuity to an IRA |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 8/5/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 137 | C17930 | CC: Adding an Annuity to an IRA (Webinar) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 1/14/2022 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 137 | C17930 | CC: Adding an Annuity to an IRA (Webinar) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 1/14/2022 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 133 | C12307 | CC: Creditor Concerns for Retirement Savings |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 4/13/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 133 | C12307 | CC: Creditor Concerns for Retirement Savings |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 4/13/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 132 | C12306 | CC: Creditor Concerns for Retirement Savings (Web) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 4/13/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 132 | C12306 | CC: Creditor Concerns for Retirement Savings (Web) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 4/13/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 114 | C23561 | CC: Insuring Ret for Todays''s Woman-Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 8/27/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 114 | C23561 | CC: Insuring Ret for Todays''s Woman-Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 8/27/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 107 | C23552 | CC: Plng For Healthcare in Ret- Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 8/27/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 107 | C23552 | CC: Plng For Healthcare in Ret- Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 8/27/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 106 | C23564 | CC: Should My Trust be the Bene....-Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 8/27/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 106 | C23564 | CC: Should My Trust be the Bene....-Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 8/27/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 126 | C24704 | CC: Should a CRT Be The Beneficiary of My IRA ? |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 12/2/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 126 | C24704 | CC: Should a CRT Be The Beneficiary of My IRA ? |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 12/2/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 99 | C15038 | CC:Insuring Retirement for Today''s Woman |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 11/8/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 99 | C15038 | CC:Insuring Retirement for Today''s Woman |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 11/8/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 140 | C19093 | CC:SS-When Should I Claim My Benefit(Webinar) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 9/14/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 140 | C19093 | CC:SS-When Should I Claim My Benefit(Webinar) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 9/14/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 139 | C19092 | CC:SS-When Should I Claim My Benefits(Classroom) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 9/14/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 139 | C19092 | CC:SS-When Should I Claim My Benefits(Classroom) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 9/14/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 129 | C28252 | CC:Should a CRT BE Beneficiary...Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 1/18/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 129 | C28252 | CC:Should a CRT BE Beneficiary...Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 1/18/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 141 | C19446 | CC:Today''s Inherited IRA |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 10/8/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 141 | C19446 | CC:Today''s Inherited IRA |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 10/8/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 142 | C19447 | CC:Today''s Inherited IRA (Webinar) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 10/8/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 142 | C19447 | CC:Today''s Inherited IRA (Webinar) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 10/8/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 155 | C100482 | CLIENT CONVERSATIONS: LIVING AND LEAVING A CHARITABLE LEGACY |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 12/10/2024 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 155 | C100482 | CLIENT CONVERSATIONS: LIVING AND LEAVING A CHARITABLE LEGACY |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 12/10/2024 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 154 | C100481 | CLIENT CONVERSATIONS: LIVING AND LEAVING A CHARITABLE LEGACY (WEBINAR) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 12/10/2024 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 154 | C100481 | CLIENT CONVERSATIONS: LIVING AND LEAVING A CHARITABLE LEGACY (WEBINAR) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 12/10/2024 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 112 | C23555 | Client COnversations:IRAs in Today''s Tax Enviromen |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 8/12/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 112 | C23555 | Client COnversations:IRAs in Today''s Tax Enviromen |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 8/12/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 118 | C23557 | Client Conversatins:ROth IRAs-Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 8/12/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 118 | C23557 | Client Conversatins:ROth IRAs-Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 8/12/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 145 | C22122 | Client Conversation:Leaving a Legacy with Annuitie |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom | 1/26/2022 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 145 | C22122 | Client Conversation:Leaving a Legacy with Annuitie |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom | 1/26/2022 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 104 | C20848 | Client Conversations: Creating Lifetime Income |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 9/30/2019 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 104 | C20848 | Client Conversations: Creating Lifetime Income |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 9/30/2019 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 119 | C23558 | Client Conversations: IDK about NQAs-Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 8/12/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 119 | C23558 | Client Conversations: IDK about NQAs-Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 8/12/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 97 | C13410 | Client Conversations: Roth IRAs |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 9/5/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 97 | C13410 | Client Conversations: Roth IRAs |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 9/5/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 98 | C15036 | Client Conversations:IDK about NQAs |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life / Variable | Classroom | 11/8/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 98 | C15036 | Client Conversations:IDK about NQAs |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life / Variable | Classroom | 11/8/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 102 | C15039 | Client Conversations:IRAs in Today''s Tax Environ.. |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 11/8/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 102 | C15039 | Client Conversations:IRAs in Today''s Tax Environ.. |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 11/8/2018 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 146 | C22128 | Client Conversations:Leaving a Legacy w/Annuit(Web |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom - Webinar (Classroom) | 1/26/2022 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 146 | C22128 | Client Conversations:Leaving a Legacy w/Annuit(Web |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom - Webinar (Classroom) | 1/26/2022 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 143 | C22098 | Client Conversations:Seven Ideas to Manage RMD(Web |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom - Webinar (Classroom) | 1/26/2022 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 143 | C22098 | Client Conversations:Seven Ideas to Manage RMD(Web |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom - Webinar (Classroom) | 1/26/2022 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 144 | C22059 | Client Conversations:Seven Ideas to Manage RMDs fo |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom | 1/26/2022 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 144 | C22059 | Client Conversations:Seven Ideas to Manage RMDs fo |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom | 1/26/2022 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 109 | C23565 | Client Conversations:Should my Trust be my Benefic |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 8/27/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 109 | C23565 | Client Conversations:Should my Trust be my Benefic |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 8/27/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 148 | C80709 | ClientConversations:EarlyDistributionfromRetirem-W |
| 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 |
| 148 | C80709 | ClientConversations:EarlyDistributionfromRetirem-W |
| 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 |
| 147 | C24788 | ClientConversations:EarlyDistributionsFromRetireme |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom | 10/18/2022 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 147 | C24788 | ClientConversations:EarlyDistributionsFromRetireme |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom | 10/18/2022 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 113 | C23554 | Elements of Value-How Advisors Can Use Insured Sol |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 8/12/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 113 | C23554 | Elements of Value-How Advisors Can Use Insured Sol |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 8/12/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 105 | C21123 | Elements of Value-How Advisors Can Use Insured... |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 12/12/2019 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 105 | C21123 | Elements of Value-How Advisors Can Use Insured... |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 12/12/2019 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 125 | C24042 | Ethical...Annuities amd Money in Motion |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Ethics | Classroom | 10/5/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 125 | C24042 | Ethical...Annuities amd Money in Motion |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Ethics | Classroom | 10/5/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 124 | C24041 | Ethical..Annuities Money in Motion Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Ethics | Classroom - Webinar (Classroom) | 10/5/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 124 | C24041 | Ethical..Annuities Money in Motion Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Ethics | Classroom - Webinar (Classroom) | 10/5/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 135 | C12989 | Ethics, Senior Clients, and You |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Ethics | Classroom | 5/4/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 135 | C12989 | Ethics, Senior Clients, and You |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Ethics | Classroom | 5/4/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 134 | C12993 | Ethics, Senior Clients, and You -Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Ethics | Classroom - Webinar (Classroom) | 5/4/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 134 | C12993 | Ethics, Senior Clients, and You -Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Ethics | Classroom - Webinar (Classroom) | 5/4/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 151 | C25896 | Living On The Net-After Tax Income -Classroom |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom | 6/13/2023 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 151 | C25896 | Living On The Net-After Tax Income -Classroom |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom | 6/13/2023 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 150 | C25897 | Living On The Net-After Tax Income -Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom - Webinar (Classroom) | 6/13/2023 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 150 | C25897 | Living On The Net-After Tax Income -Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom - Webinar (Classroom) | 6/13/2023 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 95 | C94011 | Managing Risks in Retirement |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 11/27/2017 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 95 | C94011 | Managing Risks in Retirement |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 11/27/2017 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 117 | C23559 | Managing Risks in Retirement-Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 8/12/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 117 | C23559 | Managing Risks in Retirement-Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 8/12/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 128 | C28041 | Money in Motion:Opportunities...Rollovers |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 1/14/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 128 | C28041 | Money in Motion:Opportunities...Rollovers |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 1/14/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 127 | C28042 | Money in Motion:Opportunities..Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 1/14/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 127 | C28042 | Money in Motion:Opportunities..Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 1/14/2021 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 115 | C23562 | Non-Qualified Deferred Annuties-Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Annuities and Securities | Classroom - Webinar (Classroom) | 8/12/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 115 | C23562 | Non-Qualified Deferred Annuties-Webinar |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Annuities and Securities | Classroom - Webinar (Classroom) | 8/12/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 94 | C94012 | Non-Qualified Deffereed Annuities |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Annuities and Securities | Classroom | 11/27/2017 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 94 | C94012 | Non-Qualified Deffereed Annuities |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Annuities and Securities | Classroom | 11/27/2017 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 91 | C62186 | RETIRMNT PLAINGN STRAGES FOR GRWTH,INCOME WLTH TRF |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 2/11/2016 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 91 | C62186 | RETIRMNT PLAINGN STRAGES FOR GRWTH,INCOME WLTH TRF |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 2/11/2016 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 123 | C23563 | Retirement Planning Strategies for Growth,Income a |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 8/12/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 123 | C23563 | Retirement Planning Strategies for Growth,Income a |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 8/12/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 157 | C100981 | SPOUSES AS BENEFICIARIES OF LIFE INSURANCE AND QUALIFIED ANNUITIES |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 5/13/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 157 | C100981 | SPOUSES AS BENEFICIARIES OF LIFE INSURANCE AND QUALIFIED ANNUITIES |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 5/13/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 156 | C100980 | SPOUSES AS BENEFICIARIES OF LIFE INSURANCE AND QUALIFIED ANNUITIES (WEBINAR) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 5/13/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 156 | C100980 | SPOUSES AS BENEFICIARIES OF LIFE INSURANCE AND QUALIFIED ANNUITIES (WEBINAR) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 5/13/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 159 | C101152 | TRUSTS AS BENEFICIARIES OF LIFE INSURANCE & QUALIFIES ANNUITIES |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 7/15/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 159 | C101152 | TRUSTS AS BENEFICIARIES OF LIFE INSURANCE & QUALIFIES ANNUITIES |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom | 7/15/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 158 | C101151 | TRUSTS AS BENEFICIARIES OF LIFE INSURANCE & QUALIFIES ANNUITIES (WEBINAR) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 7/15/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 158 | C101151 | TRUSTS AS BENEFICIARIES OF LIFE INSURANCE & QUALIFIES ANNUITIES (WEBINAR) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life | Classroom - Webinar (Classroom) | 7/15/2025 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 153 | C26972 | Tips&Traps:RILA''s&Others Nonqualified Annuities(Cl |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom | 4/22/2024 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 153 | C26972 | Tips&Traps:RILA''s&Others Nonqualified Annuities(Cl |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom | 4/22/2024 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 152 | C26971 | Tips&Traps:RILA''s&OthersNonqualifiedAnnuites(Web) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom - Webinar (Classroom) | 4/22/2024 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 152 | C26971 | Tips&Traps:RILA''s&OthersNonqualifiedAnnuites(Web) |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | General Insurance Principles | Classroom - Webinar (Classroom) | 4/22/2024 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 120 | C23547 | client conversations creating lifetime income webi |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 8/12/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 120 | C23547 | client conversations creating lifetime income webi |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom - Webinar (Classroom) | 8/12/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 121 | C23545 | client conversations:planning for healthcare retir |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 8/27/2020 | N/A |
|
| Course Number | PSI Course Number | Course Name |
| 121 | C23545 | client conversations:planning for healthcare retir |
| Status | Credit Hours | Course Concentration | Instruction Method | Approval Dt. | Term. Dt. |
| Active | 1 | Life and Health | Classroom | 8/27/2020 | N/A |
|