DEPARTMENT OF INSURANCE

Provider Information

PR0459: Broker Educational Sales and Training
Prometric Provider Number:	S12018
Provider Type:	Independent
CE Certification Date:	9/7/1998
PL Certification Date:	10/2/2002
Address:	7137 Congress St New Port Richey, FL 34653
Contact:	Jessica Rodriguez
Telephone:	800-345-5669
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
419	C21600	4-Hour Annuity Suitability Best Interest Training
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Annuity Suitability	Correspondence - Self-Study	1/18/2022	N/A

Course Number	Prometric Course Number	Course Name
435	C100017	401(K) PRIMER - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
406	C19592	401(k) Primer I
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	5/8/2019	N/A

Course Number	Prometric Course Number	Course Name
436	C100018	ADVANCED PLANNING LIFE INSURANCE STRATEGIES - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
368	C76840	Advanced Planning Life Insurance Strategies
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	8/8/2016	N/A

Course Number	Prometric Course Number	Course Name
308	C24432	Advisors Guide to Medicare and Medicaid
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Health	Correspondence - Self-Study	8/11/2014	N/A

Course Number	Prometric Course Number	Course Name
437	C100019	BEST PRACTICES AND ESTATE PLANNING OPPORTUNITIES - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
396	C18192	Best Practices and Estate Planning Opportunitites
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	3/7/2019	N/A

Course Number	Prometric Course Number	Course Name
457	C100206	EDUCATION^ GIFTING AND ESTATE ASPECTS OF 592 PLANS
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	9/9/2024	N/A

Course Number	Prometric Course Number	Course Name
458	C100207	EDUCATION^ GIFTING AND ESTATE ASPECTS OF 592 PLANS WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	9/9/2024	N/A

Course Number	Prometric Course Number	Course Name
379	C93234	ESSENTIAL IRA AND RETIREMENT PLAN BEST PRACTICES
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	5/19/2017	N/A

Course Number	Prometric Course Number	Course Name
438	C100020	ESSENTIAL OF IRA AND RETIREMENT PLAN BEST PRACTICES - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
439	C100021	ETHICAL PRACTICES AND PROFESSIONAL RESPONSIBILITY - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Ethics	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
440	C100022	ETHICAL PRACTICES AND STANDARDS - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Ethics	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
459	C100338	ETHICS FOR FINANCIAL AND INSURANCE PROFESSIONALS
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	Ethics	Correspondence - Self-Study	10/28/2024	N/A

Course Number	Prometric Course Number	Course Name
321	C45623	Estate Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	20	Life and Health	Correspondence - Self-Study	5/15/2015	N/A

Course Number	Prometric Course Number	Course Name
250	C05246	Ethical Practices & Standards
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Ethics	Classroom	2/9/2010	N/A

Course Number	Prometric Course Number	Course Name
430	C25738	Ethical Practices&Professional Responsibility-Clas
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Classroom	5/8/2023	N/A

Course Number	Prometric Course Number	Course Name
376	C92817	Ethics For The Insurance Producer
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	5	Ethics	Correspondence - Self-Study	3/14/2017	N/A

Course Number	Prometric Course Number	Course Name
441	C100023	FUNDING LONG TERM CARE - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
405	C19591	Funding Long Term Care I
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	5/8/2019	N/A

Course Number	Prometric Course Number	Course Name
432	C26789	Guide To Social Security Benefits
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	8	General Insurance Principles	Correspondence - Self-Study	3/6/2024	N/A

Course Number	Prometric Course Number	Course Name
433	C26790	Guide To Social Security Benefits(Ethics)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	6	Ethics	Correspondence - Self-Study	3/6/2024	N/A

Course Number	Prometric Course Number	Course Name
384	C94002	Guide to Retirement Planning Strategies
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	14	Life	Correspondence - Self-Study	11/10/2017	N/A

Course Number	Prometric Course Number	Course Name
443	C100025	IRA PLANNING - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
404	C19600	IRA Planning I
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	5/8/2019	N/A

Course Number	Prometric Course Number	Course Name
442	C100024	IT''S ALL ABOUT INCOME - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
386	C94269	It''s All About Income
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	1/2/2018	N/A

Course Number	Prometric Course Number	Course Name
240	C03349	Kentucky 8-Hour Long-Term Care Partnership
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	8	Long Term Care Partnership Act	Correspondence - Self-Study	8/11/2009	N/A

Course Number	Prometric Course Number	Course Name
444	C100026	LIFE INSURANCE AND ANNUITY PLANNING - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
413	C13364	Life Insurance Planning & Ethical Practices
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	General Insurance Principles	Correspondence - Self-Study	5/11/2021	N/A

Course Number	Prometric Course Number	Course Name
412	C13363	Life Insurance Planning & Ethical Practices-ETHICS
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	5/11/2021	N/A

Course Number	Prometric Course Number	Course Name
421	C22026	Life Insurance and Annuity Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	1/21/2022	N/A

Course Number	Prometric Course Number	Course Name
416	C10962	Life Insurance, Annuity & Ethical Practices
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	General Insurance Principles	Correspondence - Self-Study	8/2/2021	N/A

Course Number	Prometric Course Number	Course Name
417	C10345	Life Insurance,Annuity & Ethical Practices Ethics
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Ethics	Correspondence - Self-Study	8/2/2021	N/A

Course Number	Prometric Course Number	Course Name
424	C80083	Modern Retirement Plans
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	General Insurance Principles	Correspondence - Self-Study	4/26/2022	N/A

Course Number	Prometric Course Number	Course Name
425	C80084	Modern Retirement Plans and Ethical Practices
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	4/26/2022	N/A

Course Number	Prometric Course Number	Course Name
241	C02829	NAIC 4-Hour Long-Term Care Insurance
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Long Term Care Partnership Act	Correspondence - Self-Study	8/17/2009	N/A

Course Number	Prometric Course Number	Course Name
455	C100046	NON QUALIFIED DEFERRED COMPENSATION PLANS
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	16	Life	Correspondence - Self-Study	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
456	C100047	NON QUALIFIED DEFERRED COMPENSATION PLANS & ETHJCAL PRACTICES
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
445	C100027	PLANNING WITH MEDICARE - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Health	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
447	C100029	PLANNING WITH SOCIAL SECURITY - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
446	C100028	PLANNING WITH SOCIAL SECURITY AND MEDICARE - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
398	C19602	Planning with Medicare I
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	5/8/2019	N/A

Course Number	Prometric Course Number	Course Name
401	C19604	Planning with Social Security I
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	5/8/2019	N/A

Course Number	Prometric Course Number	Course Name
400	C19606	Planning with Social Security and Medicare I
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	5/8/2019	N/A

Course Number	Prometric Course Number	Course Name
448	C100030	RETIREMENT INCOME PLANNING - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
375	C92673	Retirement Income Planning
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	2/13/2017	N/A

Course Number	Prometric Course Number	Course Name
431	C25959	Retirement Planning after The SECURE 2.0 Act
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life and Health	Correspondence - Self-Study	7/11/2023	N/A

Course Number	Prometric Course Number	Course Name
311	C36470	Retirement Plans for Small Businesses
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life and Health	Correspondence - Self-Study	1/20/2015	N/A

Course Number	Prometric Course Number	Course Name
426	C80515	Retirement Resource Guide 2022
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life	Correspondence - Self-Study	7/22/2022	N/A

Course Number	Prometric Course Number	Course Name
434	C26992	Retirement Resource Guide 2024
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	General Insurance Principles	Correspondence - Self-Study	5/2/2024	N/A

Course Number	Prometric Course Number	Course Name
460	C100461	SELF-FUNDED BENEFITS STOP-LOSS INSURANCE
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	9	Life and Health	Correspondence - Self-Study	11/19/2024	N/A

Course Number	Prometric Course Number	Course Name
449	C100031	SMALL BUSINESS RETIREMENT PLANS - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
450	C100032	SOCIAL SECURITY OPTIMIZATION - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
451	C100033	SUITABILITY OF ANNUITIES - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
407	C20669	Small Business Retirement Plans & EthicalPractices
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life	Correspondence - Self-Study	8/28/2019	N/A

Course Number	Prometric Course Number	Course Name
294	C13459	Small Business Retirements Plans
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life and Health	Classroom	8/19/2013	N/A

Course Number	Prometric Course Number	Course Name
408	C20671	Small BusinessRetirementPlansEthicPracticeETHICS
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	4	Ethics	Correspondence - Self-Study	8/28/2019	N/A

Course Number	Prometric Course Number	Course Name
423	C23693	Social Security Optimization
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	4/11/2022	N/A

Course Number	Prometric Course Number	Course Name
403	C19607	Suitability of Annuities I
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	5/8/2019	N/A

Course Number	Prometric Course Number	Course Name
366	C68256	The Advisor''s Guide to 401(k) Plans
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Annuities and Securities	Correspondence - Self-Study	7/5/2016	N/A

Course Number	Prometric Course Number	Course Name
373	C92593	The Advisor''s Guide to IRA''s
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life and Health	Correspondence - Self-Study	1/30/2017	N/A

Course Number	Prometric Course Number	Course Name
352	C65706	The Advisor''s Guide to Social Insurance Programs
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	12	Life	Correspondence - Self-Study	4/7/2016	N/A

Course Number	Prometric Course Number	Course Name
312	C36955	The Advisors Guide To Social Security Benefits
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	8	Life	Correspondence - Self-Study	2/6/2015	N/A

Course Number	Prometric Course Number	Course Name
372	C92603	The Advisors Guide to Annuities & Ethical Prac-Eth
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	3	Ethics	Correspondence - Self-Study	1/30/2017	N/A

Course Number	Prometric Course Number	Course Name
374	C92602	The Advisors Guide to Annuities and Ethical Practi
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	9	Life	Correspondence - Self-Study	1/30/2017	N/A

Course Number	Prometric Course Number	Course Name
452	C100034	WASHINGTON UPDATE SECURE 2.0 ACT - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
453	C100035	WEALTH MANAGEMENT STRATEGIES - MAXIMIZING THE VALUE OF 529 PLANS - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
454	C100036	WEALTH TRANSFER PLANNING - WEBINAR
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom - Webinar (Classroom)	8/5/2024	N/A

Course Number	Prometric Course Number	Course Name
428	C25311	Washington Update:Secure 2.0 Act-Classroom
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	3/2/2023	N/A

Course Number	Prometric Course Number	Course Name
415	C16038	Wealth Transfer Planning (Classroom)
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	7/8/2021	N/A

Course Number	Prometric Course Number	Course Name
427	C24289	WealthManagementStrategies-MaximizingtheValueof529
Status	Credit Hours	Course Concentration	Instruction Method	Approval Dt.	Term. Dt.
Active	1	Life	Classroom	8/8/2022	N/A