DEPARTMENT OF INSURANCE

Provider Information

PR0173: Affordable-Success-FirstChoice-ClienTell CE
Prometric Provider Number:	S10544
Provider Type:	Independent
CE Certification Date:	3/15/1993
PL Certification Date:	10/2/2002
Address:	2 Corporate Plaza Drive Suite 100 Newport Beach, CA 92660
Contact:	Patti Cooley
Telephone:	949-706-9453 EXT. 105
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	Prometric Course Number	Course Name
313	C100927	AGENT ETHICAL RESPONSIBILITIES COMBATTING FRAUD
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	4/22/2025	N/A

Course Number	Prometric Course Number	Course Name
282	C27934	AML - What''s New in 2020
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Correspondence - Self-Study	3/2/2021	N/A

Course Number	Prometric Course Number	Course Name
302	C25138	AML Developments
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life and Health	Correspondence - Self-Study	12/22/2022	N/A

Course Number	Prometric Course Number	Course Name
267	C16588	AML Trends for 2019
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Correspondence - Self-Study	1/30/2019	N/A

Course Number	Prometric Course Number	Course Name
281	C24707	Active Retirement Lifestyle
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	20	Life and Health	Correspondence - Self-Study	12/1/2020	N/A

Course Number	Prometric Course Number	Course Name
235	C32317	Agent/Rep Responsibilities Under AML Laws
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Correspondence - Self-Study	12/15/2014	N/A

Course Number	Prometric Course Number	Course Name
273	C23700	Agents Ethical Considerations&Consumer Suitability
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	Ethics	Correspondence - Self-Study	8/31/2020	N/A

Course Number	Prometric Course Number	Course Name
272	C23666	Agents&Advisory Key to Annuities&Ethical Conduct
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	18	Life and Health	Correspondence - Self-Study	8/21/2020	N/A

Course Number	Prometric Course Number	Course Name
301	C24905	An Introduction to Risk Representation -Classroom
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	11/9/2022	N/A

Course Number	Prometric Course Number	Course Name
1	C33259	Annuity and Life Principles
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	Life	Correspondence - Self-Study	4/7/2003	N/A

Course Number	Prometric Course Number	Course Name
296	C20581	Anti-Money Laundering-The Battle Rages On
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life and Health	Correspondence - Self-Study	11/17/2021	N/A

Course Number	Prometric Course Number	Course Name
241	C59686	BANK SECRECY ACT AND AML REVIEW
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Correspondence - Self-Study	1/13/2016	N/A

Course Number	Prometric Course Number	Course Name
3	C34904	Basics of Property & Casualty Ins for Dwellings
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	Property and Casualty	Correspondence - Self-Study	4/7/2003	N/A

Course Number	Prometric Course Number	Course Name
219	C98688	Best Insurance Ethical Practices
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	10	Ethics	Correspondence - Self-Study	3/26/2012	N/A

Course Number	Prometric Course Number	Course Name
311	C100662	COVERING IT ALL: THE WORLD OF INSURANCE & ANNUITIES
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	37	Life and Health	Classroom	2/3/2025	N/A

Course Number	Prometric Course Number	Course Name
190	C67065	Code of Ethics and Professional Responsibility
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	9/4/2007	N/A

Course Number	Prometric Course Number	Course Name
218	C06203	Contemporary Insurance Topics
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life, Health, Property & Casualty	Correspondence - Self-Study	2/21/2012	N/A

Course Number	Prometric Course Number	Course Name
48	C51874	Ethics In P/C Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	3/2/2004	N/A

Course Number	Prometric Course Number	Course Name
34	C51869	Ethics In The Insurance Marketplace
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	9	Ethics	Correspondence - Self-Study	3/2/2004	N/A

Course Number	Prometric Course Number	Course Name
307	C26317	Ethics-It''s All About Trust
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	Ethics	Correspondence - Self-Study	10/20/2023	N/A

Course Number	Prometric Course Number	Course Name
39	C51877	Ethics: A Personal & Professional Code of Conduct
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	10	Ethics	Correspondence - Self-Study	3/2/2004	N/A

Course Number	Prometric Course Number	Course Name
294	C19723	Evolving Trends in Employment Practice Ins Liab(We
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Property and Casualty	Classroom	10/12/2021	N/A

Course Number	Prometric Course Number	Course Name
14	C68298	Flood Insurance Program
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	Flood - NFIP	Correspondence - Self-Study	12/26/2007	N/A

Course Number	Prometric Course Number	Course Name
9	C44300	Health & Life Concepts
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	10	Life and Health	Correspondence - Self-Study	12/2/2003	N/A

Course Number	Prometric Course Number	Course Name
30	C51870	Health Insurance Portability & Accountability Act
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	Life and Health	Correspondence - Self-Study	3/2/2004	N/A

Course Number	Prometric Course Number	Course Name
10	C44299	Homeowners & Automobile Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	8	Property and Casualty	Correspondence - Self-Study	12/2/2003	N/A

Course Number	Prometric Course Number	Course Name
8	C47036	Homeowners 2000 Program Revisions
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	10	Property and Casualty	Correspondence - Self-Study	12/2/2003	N/A

Course Number	Prometric Course Number	Course Name
19	C78478	Individual & Federal Health Insurance Programs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life and Health	Correspondence - Self-Study	7/3/2008	N/A

Course Number	Prometric Course Number	Course Name
300	C24843	Insurance Considerations for3D''s
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	General Insurance Principles	Classroom	10/25/2022	N/A

Course Number	Prometric Course Number	Course Name
13	C59226	Insurance Ethics & Resp.
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	8/23/2005	N/A

Course Number	Prometric Course Number	Course Name
305	C26086	Its All About Trust
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	18	Life and Health	Correspondence - Self-Study	8/21/2023	N/A

Course Number	Prometric Course Number	Course Name
200	C04543	Kentucky Partnership LTC Follow-up Training
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Long Term Care Partnership Act	Correspondence - Self-Study	11/17/2009	N/A

Course Number	Prometric Course Number	Course Name
198	C02761	Kentucky Partnership Long Term Care
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	8	Long Term Care Partnership Act	Correspondence - Self-Study	5/4/2009	N/A

Course Number	Prometric Course Number	Course Name
245	C77768	Life, Death & Taxes
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Life / Variable	Classroom	8/19/2016	N/A

Course Number	Prometric Course Number	Course Name
243	C68851	Long-Term Care 3 - Live
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	7/19/2016	N/A

Course Number	Prometric Course Number	Course Name
32	C51872	Medicare & Medicare Supplements
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	Life and Health	Correspondence - Self-Study	3/2/2004	N/A

Course Number	Prometric Course Number	Course Name
2	C34896	Medicare, LTC and Disability Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	8	Life, Health, Property & Casualty	Correspondence - Self-Study	4/7/2003	N/A

Course Number	Prometric Course Number	Course Name
250	C93534	Modern Annuity Subjects
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	8/11/2017	N/A

Course Number	Prometric Course Number	Course Name
312	C100905	NAVIGATING LTC COVERAGE COMPLIANCE & CLIENT NEEDS
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	24	Life and Health	Correspondence - Self-Study	4/10/2025	N/A

Course Number	Prometric Course Number	Course Name
304	C26023	Navigating Ethical Complexities In A Fraud Environ
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Ethics	Correspondence - Self-Study	8/7/2023	N/A

Course Number	Prometric Course Number	Course Name
306	C26238	P&C Insurance Law and Claims Handling
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	24	Ethics	Correspondence - Self-Study	9/19/2023	N/A

Course Number	Prometric Course Number	Course Name
38	C51873	P&C Personal Basics
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	Property and Casualty	Correspondence - Self-Study	3/2/2004	N/A

Course Number	Prometric Course Number	Course Name
15	C77536	Personal Lines Total Coverage
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Property and Casualty	Correspondence - Self-Study	4/4/2008	N/A

Course Number	Prometric Course Number	Course Name
287	C15410	Protection, The Confidence Multiplier
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	11	Life and Health	Correspondence - Self-Study	6/16/2021	N/A

Course Number	Prometric Course Number	Course Name
286	C13918	Regulation Best Interest-Annuities
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Annuity Suitability	Correspondence - Self-Study	5/21/2021	N/A

Course Number	Prometric Course Number	Course Name
188	C66479	Retirement Income Distribution
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	Life	Classroom	2/15/2007	N/A

Course Number	Prometric Course Number	Course Name
247	C92228	Retirement Income Distribution Planning-Live
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	11/8/2016	N/A

Course Number	Prometric Course Number	Course Name
284	C11614	Retirement: Starts and Ends With a Plan
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life and Health	Correspondence - Self-Study	3/29/2021	N/A

Course Number	Prometric Course Number	Course Name
298	C80049	Retirement: The Power of an Insurance Plan
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	4/21/2022	N/A

Course Number	Prometric Course Number	Course Name
283	C10965	Retirement: The Power of an Insurance Plan-Webinar
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	3/12/2021	N/A

Course Number	Prometric Course Number	Course Name
246	C09250	Retirment Income Distribution Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	17	Life and Health	Correspondence - Self-Study	10/20/2016	N/A

Course Number	Prometric Course Number	Course Name
310	C100412	SAFEGUARDING INSURANCE - COMPREHENSIVE AML MEASURES
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	2	General Insurance Principles	Correspondence - Self-Study	11/11/2024	N/A

Course Number	Prometric Course Number	Course Name
291	C19167	Securing the Secure Act
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	10	Life and Health	Correspondence - Self-Study	9/14/2021	N/A

Course Number	Prometric Course Number	Course Name
290	C19147	Securing the Secure Act- Ethically Speaking
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	9/13/2021	N/A

Course Number	Prometric Course Number	Course Name
297	C20596	Securing the Secure Act-Live (Webinar)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	11/22/2021	N/A

Course Number	Prometric Course Number	Course Name
295	C19713	Social Inflation,COVID-19,&Cyber/Tech Liability(We
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Property and Casualty	Classroom	10/12/2021	N/A

Course Number	Prometric Course Number	Course Name
238	C56708	Suitability & Ethics of Client Recommendations
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Classroom	9/29/2015	N/A

Course Number	Prometric Course Number	Course Name
202	C06119	Suitability Best Practices
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life	Correspondence - Self-Study	6/7/2010	N/A

Course Number	Prometric Course Number	Course Name
303	C26017	Supplementary Benfits
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	21	Life and Health	Correspondence - Self-Study	8/7/2023	N/A

Course Number	Prometric Course Number	Course Name
309	C100205	TAX EFFICEINT PLANNING WITH LIFE INSURANCE: ETHICS & FRAUD
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	Ethics	Correspondence - Self-Study	8/16/2024	N/A

Course Number	Prometric Course Number	Course Name
308	C100156	TAX EFFICIENT PLANNING WITH LIFE INSURANCE
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	20	Life and Health	Correspondence - Self-Study	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
270	C21322	The Agent Guide to life Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	7	Life and Health	Correspondence - Self-Study	11/12/2019	N/A

Course Number	Prometric Course Number	Course Name
242	C62196	The Insurance Claims Adjuster
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	21	Property and Casualty	Correspondence - Self-Study	2/26/2016	N/A

Course Number	Prometric Course Number	Course Name
5	C37954	Umbrella & Watercraft Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	Property and Casualty	Correspondence - Self-Study	4/7/2003	N/A

Course Number	Prometric Course Number	Course Name
233	C19810	Uncovering Social Security Secrets
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life and Health	Correspondence - Self-Study	3/28/2014	N/A

Course Number	Prometric Course Number	Course Name
234	C20790	Uncovering Social Security Secrets (Classroom)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	4/28/2014	N/A

Course Number	Prometric Course Number	Course Name
224	C13561	Understanding Modern Insurance Subjects
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life, Health, Property & Casualty	Classroom	8/12/2013	N/A

Course Number	Prometric Course Number	Course Name
195	C79590	Var, Indexed, Fixed Annuities, Living Ben & 2821
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	13	Life and Health	Correspondence - Self-Study	8/28/2008	N/A

Course Number	Prometric Course Number	Course Name
252	C94856	Winning the AML Battle 2018
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Correspondence - Self-Study	5/14/2018	N/A