DEPARTMENT OF INSURANCE
Provider Details
 
S11173 - A.D. Banker & Company, LLCCONTACT: Laurie Coe
PHONE: (800) 255-0408 EXT - 214
   Course Number - NameCredit Hours  Instruction Type
   C33754 - Anti-Money Laundering - Refresher1Self-Study
   C32915 - Planning for Retirement Needs-Webinar4Classroom
   C32914 - Financial Planning Made Easy- Webinar4Classroom
   C32913 - Business Succession Planing- Webinar4Classroom
   C94448 - IRA''s: Managing Uncertainty6Self-Study
S16859 - Advantage Resource Inc.CONTACT: Robert Ely
PHONE:
   Course Number - NameCredit Hours  Instruction Type
   C59247 - 401(k) and the Prevailing Wage Contractor2Classroom
   C59297 - Prevailing Wage for the Service Provider2Classroom
   C10266 - Prevailing Wage 401(k) Plan Design3Classroom
S10544 - Affordable-Success-FirstChoice-ClienTell CECONTACT: Patti Cooley
PHONE: (949) 706-9453 EXT - 105
   Course Number - NameCredit Hours  Instruction Type
   C66479 - Retirement Income Distribution2Classroom
   C33259 - Annuity and Life Principles6Self-Study
   C06119 - Suitability Best Practices12Self-Study
S13111 - AHI Real Estate and Insurance Services, Inc.CONTACT: Rocky Esposito
PHONE:
   Course Number - NameCredit Hours  Instruction Type
   C63653 - Understanding Annuity Plans15Self-Study
   C68113 - Life Insurance Principles15Self-Study
S10203 - American College, TheCONTACT: Quincy Waldron
PHONE: (610) 526-1353
   Course Number - NameCredit Hours  Instruction Type
   C52569 - LUTC 257 Essentials of Life Insurance Products12Correspondence Toward Designation
   C06875 - GS 849 Charitable Strategies12Self-Study
   C05201 - GS 859 - Gift Planning in a Nonprofit Context12Self-Study
   C99375 - HS 353 Retirement Income Process, Strat., & Sol.12Self-Study
   C96469 - HS 377 Financial Planning for Special Needs16Classroom
   C65876 - FA 271 Foundations of Estate Planning Revised24Correspondence Toward Designation
   C58003 - HS 300 Financial Planning: Process and Environmen28Correspondence Toward Designation
   C63864 - Foundations of Retirement Planning29Correspondence Toward Designation
   C56477 - Techniques for Exploring Personal Markets31Correspondence Toward Designation
   C54620 - LUTC 202 Techniques for Meeting Client Needs36Correspondence Toward Designation
   C09135 - HS 376 Legal/Financial Issues-Spec Needs Families36Self-Study
S12618 - Anthem Blue Cross & Blue ShieldCONTACT: Sue Sudhoff
PHONE: (317) 960-3490
   Course Number - NameCredit Hours  Instruction Type
   C35853 - Broadening the Appeal of Life Insurance for Gen1Classroom
   C03150 - Life Insurance Basics & Beyond2Classroom
S13289 - Big I KentuckyCONTACT: Mary Pat Hartmann
PHONE: (502) 245-5432
   Course Number - NameCredit Hours  Instruction Type
   C21619 - Target Date Funds: Retirement Investment1Classroom
   C24484 - What Happened to & They Lived Happy Ever After WEB2Webinar (Classroom)
   C24490 - Should I do Roth IRA2Classroom
   C11919 - The Trusted Choice Annuity Suitability Class4Self-Study
S16737 - BlackRock, Inc. c/o RegEd, Inc.CONTACT: Lula Melisko
PHONE:
   Course Number - NameCredit Hours  Instruction Type
   C97161 - Helping to Secure Your Clients'' Retirement1Classroom
   C97622 - Optimizing Your Clients'' Retirement Benefits1Classroom
S12018 - Broker Educational Sales and TrainingCONTACT: Jessica Rodriguez
PHONE: (800) 345-5669
   Course Number - NameCredit Hours  Instruction Type
   C05836 - Planning for Health Care in Retirement1Classroom
   C16038 - Wealth Transfer Planning (Classroom)1Classroom
   C24289 - WealthManagementStrategies-MaximizingtheValueof5291Classroom
   C23693 - Social Security Optimization1Classroom
   C93361 - Maximizing the Value of 529 Plans to the Clients1Classroom
   C22026 - Life Insurance and Annuity Planning1Classroom
   C19604 - Planning with Social Security I1Classroom
   C19607 - Suitability of Annuities I1Classroom
   C19600 - IRA Planning I1Classroom
   C19592 - 401(k) Primer I1Classroom
   C94404 - Washington Update1Classroom
   C94269 - It''s All About Income1Classroom
   C18192 - Best Practices and Estate Planning Opportunitites1Classroom
   C13653 - Building a Generation Resilient Business-OL1Self-Study
   C25311 - Washington Update:Secure 2.0 Act-Classroom1Classroom
   C36955 - The Advisors Guide To Social Security Benefits8Self-Study
   C92602 - The Advisors Guide to Annuities and Ethical Practi9Self-Study
   C65706 - The Advisor''s Guide to Social Insurance Programs12Self-Study
   C13359 - Life Insurance Planning Strategies12Self-Study
   C56849 - The Advisors Guide To Retirement Planning12Self-Study
   C80515 - Retirement Resource Guide 202212Self-Study
   C20669 - Small Business Retirement Plans & EthicalPractices12Self-Study
   C94669 - CERTIFIED PLAN FIDUCIARY ADVISER14Self-Study
   C94002 - Guide to Retirement Planning Strategies14Self-Study
   C55644 - Fundamentals of Estate Planning15Self-Study
S12405 - CEU.comCONTACT: Wendy Lauser
PHONE: (610) 251-2767
   Course Number - NameCredit Hours  Instruction Type
   C34301 - Life Underwriting2Self-Study
   C60692 - Retirement Planning3Self-Study
   C65998 - Annuities and Retirement Planning11Self-Study
S12534 - Children's Hospital Medical CenterCONTACT: Cindi Rothert
PHONE: (513) 636-5683
   Course Number - NameCredit Hours  Instruction Type
   C26132 - Creative Charitable Planning w/Non-Conventional-Cl2Classroom
S12488 - Cincinnati Insurance BoardCONTACT: Chris Kendall
PHONE: (513) 533-1200
   Course Number - NameCredit Hours  Instruction Type
   C28013 - Life Ins - Matching the Policy toThe Client3Classroom
S12128 - Commonwealth Schools of Insurance, Inc.CONTACT: Jim Davis
PHONE: (502) 425-5987
   Course Number - NameCredit Hours  Instruction Type
   C04764 - Life Insurance Policy Comparisons6Self-Study
   C44576 - 401(k)and Other Qualified Retirement Plans6Self-Study
S11293 - Consolidated Educational Services, Inc.CONTACT: Jennifer Festa
PHONE:
   Course Number - NameCredit Hours  Instruction Type
   C23002 - Social Security: To Delay or Not To Delay? (Webina1Webinar (Classroom)
   C15984 - LTC Insurance & Longevity Planning Solutions(Web)1Classroom
   C23349 - Private Financing The Planning Strategy for Our Ti1Classroom
   C23113 - The Ups&Downs of Life Ins.Planning in 2022-Webinar1Webinar (Classroom)
   C23003 - Charitable Trust Planning Techn Using Life Ins(Web1Webinar (Classroom)
   C23776 - Retirement Planning and Life Insurance(Webinar)1Webinar (Classroom)
   C21901 - Charitable Trusts:Planning Techniques Using Life1Classroom
   C24439 - Buy-Sell Planning: Back to the Basics1Classroom
   C24531 - LongTermCareIns.&LongevityPlanningSolutionsSeminar1Classroom
   C94836 - SOCIAL SECURITY: TO DELAY OR NOT TO DELAY1Classroom
   C14222 - Retirement Planning and Life Insurance1Classroom
   C23042 - Life Ins Needs: Analysis Helping Your Clients Make1Classroom
S17236 - Delaware Life Marketing, LLCCONTACT: Brandi Brown
PHONE:
   Course Number - NameCredit Hours  Instruction Type
   C19627 - Hidden Tax Traps1Classroom
   C26646 - Three Ts:Tax Deferral,Tax Efficiency,and TCJA-Clas1Classroom
   C26647 - Three Ts:Tax Deferral,Tax Efficiency,and TCJA-Web1Webinar (Classroom)
   C23930 - Hidden Tax Traps1Webinar (Classroom)
S15602 - Ed Slott and CompanyCONTACT: Deirdre Patten
PHONE:
   Course Number - NameCredit Hours  Instruction Type
   C18802 - Ed Slott Co''s 2-Day IRA Workshop12Classroom
   C23236 - Ed Slott and Company''s Virtual 2 day IRA Workshop12Classroom
S15352 - ExamFX IncCONTACT: Simone Slaughter
PHONE: (913) 721-5616
   Course Number - NameCredit Hours  Instruction Type
   C98189 - Variable Life & Annuities:Understanding Investment5Self-Study
   C98187 - Life Insurance Policy Types and Suitability6Self-Study
S11930 - Executive Insurance Agency, Inc.CONTACT: Nathan Flacker
PHONE: (330) 576-1234
   Course Number - NameCredit Hours  Instruction Type
   C26150 - 2023 Compliance Update1Classroom
   C26151 - 2023:FinancialPlanning:HowPlansChangeOveraClient1Classroom
   C26154 - 2023 The Life Product Review Live from Orlando1Classroom
   C26153 - 2023TheLatestinLegislation5FinancialPlanningChange1Classroom
   C26149 - 2023 Address to Memebers Past Present and Future1Classroom
   C26152 - 2023InsuranceLLCsTheSuccessofSuccessionPlanning1Classroom
   C26155 - 2023ViewfromtheTopLifeInsuranceCarrierExecutivePan1Classroom
S12626 - FPA of Greater CincinnatiCONTACT: Jessi Konnagan
PHONE:
   Course Number - NameCredit Hours  Instruction Type
   C17701 - Economic and market outlook1Classroom
S17308 - Hope Portal Services, Inc.dba Hope TrustCONTACT: Debbie Niemann
PHONE:
   Course Number - NameCredit Hours  Instruction Type
   C18563 - An Interdisciplinary Approach to Specials Needs6Self-Study
S10082 - Institute of Business and FinanceCONTACT: Francine Darling
PHONE: (858) 866-1701
   Course Number - NameCredit Hours  Instruction Type
   C18578 - Certified Estate: Trust Specialist24Self-Study
   C03688 - Certified Tax Specialist24Correspondence Toward Designation
   C03357 - Certified Funds Specialist32Self-Study
S16681 - Insurance Career Training, IncCONTACT: Todd Eschmann
PHONE:
   Course Number - NameCredit Hours  Instruction Type
   C10715 - Long Term Care4Classroom
   C10734 - Understanding Long-Term Care Insurance5Classroom
   C10684 - FUNDAMENTALS OF LTC INSURANCE (WEBINAR)8Classroom
S13051 - InsuranceStudy.comCONTACT: Andrea Waelder
PHONE: (866) 339-3900
   Course Number - NameCredit Hours  Instruction Type
   C09327 - Introduction to Life Insurance1Self-Study
   C26716 - What is IRMAA Webinar1Webinar (Classroom)
   C09495 - Employer Sponsored Retirement Plans4Self-Study
S10199 - KaplanCONTACT: Lisa Goyette
PHONE: (608) 779-5599 EXT - 2258
   Course Number - NameCredit Hours  Instruction Type
   C22466 - Annuity Essentials and FINRA Rule 23302Self-Study
   C93514 - Financial Exploitation of Seniors& Annuity Suit2Self-Study
   C16246 - Retirement Income Strategies 3rd Edition2Self-Study
   C79124 - Dist. Planning: Required Dist., 2nd Ed2Self-Study
   C93362 - Suitability for Traditional Life and UL Ins,2nd Ed2Self-Study
   C94515 - Section 529 Plans, 3rd Ed.3Self-Study
   C05505 - AML Best Practices for the Life Ins Ind - 2nd Ed3Self-Study
   C94749 - Know Your Customer & Variable Annuities FINRA23303Self-Study
   C61843 - Annuities for Today's Investor5Self-Study
   C79099 - 401(k) Plans, 6th Edition5Self-Study
   C37308 - Understanding 1035 Exchanges (self-study)6Self-Study
   C14397 - Understanding IRA''s, 5th Edition6Self-Study
   C99220 - FIC Basic Part A Intro to Life Ins 2nd Ed 3rd Rev10Self-Study
   C15802 - LIFE INS POLICY COMPARISON & UNDERWRITING 3RD ED10Self-Study
   C93927 - Life Concepts, 19th Ed.11Self-Study
   C22570 - FICF Grad III-Fin Products Products Training 8th E12Self-Study
S12041 - Kentucky Farm Bureau Mutual Insurance CompanyCONTACT: Samantha Polin
PHONE: (502) 495-5000 EXT - 7885
   Course Number - NameCredit Hours  Instruction Type
   C58265 - Life Product Ed4Classroom
   C57332 - Business Insurance School7Classroom
S13021 - Life Insurance Settlement Center for EducationCONTACT: Alan Buerger
PHONE: (877) 836-8300 EXT - 1184
   Course Number - NameCredit Hours  Instruction Type
   C66920 - Secondary Market: Market Today1Classroom
   C32844 - The Secondary Market for Life Ins: Current Trends1Classroom
   C04109 - Current Trends, New Applications1Classroom
S12490 - Morton Barber Learning CenterCONTACT: John C Barber
PHONE: (614) 885-2800
   Course Number - NameCredit Hours  Instruction Type
   C63855 - Roth IRA1Classroom
   C93797 - Estate Planning Concepts exam20Self-Study
S10698 - National Alliance, TheCONTACT: Veena Hosur
PHONE: (800) 633-2165 EXT - 3309
   Course Number - NameCredit Hours  Instruction Type
   C97055 - Life Insurance4Self-Study
S10060 - National Underwriter Company, TheCONTACT: Joyce Coots
PHONE: (859) 692-2263
   Course Number - NameCredit Hours  Instruction Type
   C37065 - Underwriting and Pricing Group Insurance1Classroom
   C29673 - Advanced Topics in Social Security3Self-Study
   C29672 - Introduction to Social Security3Self-Study
   C03988 - Equity Indexed Annuities Explained4Self-Study
   C93893 - BECOMING A CERTIFIED FINANCIAL FIDUCIARY6Classroom
   C63787 - Life Insurance Planning6Self-Study
   C33479 - Estate Planning7Self-Study
   C46585 - Introduction to Financial Planning for Seniors12Self-Study
S10926 - Noble Continuing EducationCONTACT: Ismael Nieva
PHONE: (800) 275-2589
   Course Number - NameCredit Hours  Instruction Type
   C09766 - Pension Planning9Self-Study
   C09756 - Life Insurance Toolbook10Self-Study
   C09763 - Guide to Retirement Planning11Self-Study
   C09760 - Complete Book of Trusts12Self-Study
S17350 - Pass Perfect, LLCCONTACT: Lisa Stafford
PHONE:
   Course Number - NameCredit Hours  Instruction Type
   C25731 - DesigningQualifiedPlansToMeetEmployerObjective2Self-Study
   C25810 - Tax-Sheltered Annuity Plans3Self-Study
   C25789 - Individual Retirement Accounts4Self-Study
   C25025 - Life Insurance Essentials4Self-Study
   C25019 - Hedge Funds Basics7Self-Study
   C25010 - Business Life Insurance9Self-Study
   C25012 - College...Planning and Paying for it12Self-Study
   C25030 - Retirement...IRAs12Self-Study
S10221 - Professional Liability Underwriting Society (PLUS)CONTACT: Cathy Haukom
PHONE: (952) 746-2580
   Course Number - NameCredit Hours  Instruction Type
   C25609 - SexAbuse&MolestationClaims:SettledWatersorRockyWEB1Webinar (Classroom)
S12211 - Professional Training Institution, Inc.CONTACT: Deanne Burden
PHONE: (800) 293-0784 EXT - 302
   Course Number - NameCredit Hours  Instruction Type
   C23207 - life Insurance Needs3Classroom
   C23203 - Estate Planning And Insurance Needs3Classroom
   C92994 - Understanding the Retirement Puzzle4Classroom
   C04264 - How Much Life Insurance?4Classroom
S10578 - Quest Continuing Education SolutionsCONTACT: Adam Krenke
PHONE: (877) 593-3366 EXT - 120
   Course Number - NameCredit Hours  Instruction Type
   C68144 - Understanding Worksite Benefits1Classroom
   C22301 - Social Security: Maximizing Your Clients Benefits1Classroom
   C24375 - How to Shift Financial Uncertainty-Wellness(Web)1Classroom
   C15798 - Redesigning The Emplyee Exp Transformed World Web1Classroom
   C15747 - Redesigning The Employee Experience Transformed Wd1Classroom
   C22682 - IRA Insights for Retirement1Classroom
   C21283 - Life Insurance 1011Classroom
   C22911 - Plan Design Essentials(Webinar)1Webinar (Classroom)
   C27600 - Undersatnding Worksite Benefits (Webinar)1Classroom
   C21448 - DALBAR Quantitative Analysis of Variable Annuity..1Classroom
   C12034 - Client Attitudes&Wealth Transfer Women&Children1st1Classroom
   C94880 - Social Security & Medicare:Everything You Didn''t..1Classroom
   C68642 - Life Settlements1Self-Study
   C01543 - Anti-Money Laundering Regs & New Red Flag Req''s1Self-Study
   C95185 - Plan Design Essentials1Classroom
   C37190 - Anti-Money Laundering for Agents and Representativ1Self-Study
   C40498 - Anti-Money Laundering: Customer Identification Pro1Self-Study
   C20844 - Variable Index Annuities1Self-Study
   C94805 - Anti-Money Laundering Beneficial Ownership1Self-Study
   C19423 - LIVING BENEFIT RIDERS1Self-Study
   C17815 - Guide to th Markets, Stategy for all Cycles1Classroom
   C19409 - Building Ideal Relationships with Women Clients1Classroom
   C60869 - Principles of Asset Allocation3Self-Study
   C63121 - Income Plng for Heirs: Annuity Contract Structure3Self-Study
   C64088 - Income Planning for Retirement3Self-Study
   C63325 - Equity Indexed Annuities-SS3Self-Study
   C15800 - 401 (K)s and Qualified Plans4Self-Study
   C64681 - Variable Universal Life II4Self-Study
   C11100 - Planning for Senior Needs5Self-Study
   C44491 - Variable Universal Life I5Self-Study
   C07622 - Retirement Planning & Annuities8Self-Study
   C00853 - Life Insurance Today12Self-Study
   C67926 - Understanding IRAs12Self-Study
   C52027 - Annuities Essentials15Self-Study
S11122 - RegEd, Inc.CONTACT: Brandi Brown
PHONE: (919) 653-5256 EXT - 5256
   Course Number - NameCredit Hours  Instruction Type
   C63260 - College Savings Planning for Your Child's Future1Self-Study
   C63059 - Income Taxation of Life Insurance2Self-Study
   C01462 - Estate Plnng for Generations; Baby Boomers/Gen X2Self-Study
   C53435 - Adv Concepts in Anti-Money Laundering Comp3Self-Study
   C37680 - Replacements, 1035 Exchanges, & Mut Fund Switches3Self-Study
   C06437 - Meeting Financial Serv Needs Military Personnel3Self-Study
   C97654 - Life Insurance Provisions3Self-Study
   C07158 - Helping Individuals Save for Retirement3Self-Study
   C04525 - Life Insurance & the Peace of Mind it Offers3Self-Study
   C06073 - Fixed Annuities3Self-Study
   C04526 - Understanding Life Insurance Contract Riders4Self-Study
   C06993 - Retirement Solutions4Self-Study
   C99696 - Overview of Retirement Planning4Self-Study
   C63171 - Selling & Exchanging Annuities:Look at Suitability4Self-Study
   C67933 - A Look At Advanced Variable Annuities4Self-Study
   C08721 - Legacy Planning5Self-Study
   C17141 - Estate Planning: Worth Another Look5Self-Study
   C63300 - Retirement Planning for Seniors:Helping Our Client7Self-Study
   C53500 - Non-Qualified Deferred Compensation8Self-Study
   C00804 - Financial Planning Principles & Processes9Self-Study
S14341 - Society of Financial Service Professionals (Lexington, KY)CONTACT: Bill Cox
PHONE: (859) 224-4474
   Course Number - NameCredit Hours  Instruction Type
   C23570 - Fiduciary Regulation-Then and Now (Classroom)1Classroom
   C19728 - Understanding Social Security Choices to Better Advise Clients1Classroom
   C25301 - ProbateCourt:InformationEveryPlannerShouldKnow-Cla1Classroom
   C25575 - A World Of Possibilities With 529 Plans-Classroom1Classroom
   C25577 - Behavioral Guidance During Market Volatility-Class1Classroom
   C26085 - SuccessionPlanning&SellingCloselyHeldBusiness1Classroom
   C80685 - Tax-Efficient Retirement Planning Webinar1Webinar (Classroom)
   C24443 - Strategies to Improve Business Value1Classroom
   C26306 - Secure 2.0 Retirement Plan Updates-Classroom1Classroom
   C25535 - Fiduciary Update 2023 & Secure Act 2.01Classroom
   C26539 - Elder Care Planning-Classroom1Classroom
S11478 - United Insurance Educators, Inc.CONTACT: Cassandra Jenkins
PHONE:
   Course Number - NameCredit Hours  Instruction Type
   C17610 - UIECE Medicare, Insurance and Health Care12Self-Study
   C25918 - UIECE Life&Viatical Settlements 2nd Edition21Self-Study
S12712 - WebCE, IncCONTACT: Don Shipp
PHONE: (877) 488-9308
   Course Number - NameCredit Hours  Instruction Type
   C65864 - Personal Life Insurance Planning3Self-Study
   C43057 - Insurance for Estate Planning4Self-Study
   C20530 - 401(k) Plans5Self-Study
   C22955 - Estate Planning Techn. for Small Business Owners5Self-Study
   C14802 - Life Insurance Underwriting5Self-Study
   C97348 - Irrevocable Life Insurance Trusts6Self-Study
   C61324 - Annuities: Definitions, Suitability & Riders6Self-Study
   C64680 - Universal Life Insurance6Self-Study
   C09232 - Taxation of Life Insurance and Annuities8Self-Study
   C01753 - Guaranteed Living Benefits For Variable Annuities8Self-Study
   C61763 - Retirement Planning Strategies8Self-Study
   C43825 - Principles of Wealth Management8Self-Study
   C13231 - Fixed Annuities8Self-Study
   C59842 - Introduction to Life Insurance9Self-Study
   C60295 - Life Insurance Policies9Self-Study
   C05220 - Life Ins Ownership & Beneficiary Designations9Self-Study
   C62068 - Life Insurance Strategies for Small Businesses12Self-Study
   C07200 - Distribution Planning12Self-Study

© Commonwealth of Kentucky. All rights reserved.