| Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
|---|
| Principles of Life and Health Insurance & Ethics - C12164 | Life and Health | Sigco, Inc. dba Pohs Institute | 10/22/2025 | Correspondence | 18 | 12/31/2026 |
| Principles of Life/Health Insu&Ethics (EthicsOnly) - C12163 | Ethics | Sigco, Inc. dba Pohs Institute | 10/22/2025 | Correspondence | 6 | 12/31/2026 |
| The Bucket Plan 2.0 Holistic Planning Process Webi - C17407 | Life and Health | Clarity 2 Prosperity, LLC | 9/17/2025 | Classroom | 9 | 12/31/2026 |
| Tax Management Journey -Classroom - C26234 | Life and Health | Clarity 2 Prosperity, LLC | 9/12/2024 | Classroom | 8 | 12/31/2024 |
| Ethical Issues - Part I - C98461 | Ethics | Commonwealth Schools of Insurance, Inc. | 6/18/2024 | Correspondence | 3 | 12/31/2024 |
| CC: Creditor Concerns for Retirement Savings (Web) - C12306 | Life and Health | Pacific Life Insurance Company c/o Quest CE | 4/24/2024 | Classroom | 1 | 12/31/2024 |
| Ethical..Annuities Money in Motion Webinar - C24041 | Ethics | Pacific Life Insurance Company c/o Quest CE | 2/26/2024 | Classroom | 1 | 12/31/2024 |
| The Bucket Plan 1.0 Best Interest Process Live.... - C12038 | Life and Health | Clarity 2 Prosperity, LLC | 1/18/2024 | Classroom | 9 | 12/31/2024 |
| Art and Science of Retirement Planning - C20635 | General Insurance Principles | Quest Continuing Education Solutions | 7/27/2023 | Correspondence | 21 | 12/31/2024 |
| Ethical Practices II - C39650 | Ethics | Commonwealth Schools of Insurance, Inc. | 6/9/2022 | Correspondence | 12 | 12/31/2022 |
| Annuity Suitability - Best Interest II - C20118 | Annuity Suitability | Commonwealth Schools of Insurance, Inc. | 6/9/2022 | Correspondence | 1 | 12/31/2022 |
| Suitability Issues - Part II - C98465 | Life, Health, Property & Casualty | Commonwealth Schools of Insurance, Inc. | 6/9/2022 | Correspondence | 10 | 12/31/2022 |
| Ethics, Senior Clients, and You -Webinar - C12993 | Ethics | Pacific Life Insurance Company c/o Quest CE | 6/8/2022 | Classroom | 1 | 12/31/2022 |
| Ret Planning Strategies-Weath Transfer - C11342 | Life | Pacific Life Insurance Company c/o Quest CE | 5/10/2022 | Classroom | 1 | 12/31/2022 |
| The Advisors Guide To Retirement Planning - C56849 | Life | Broker Educational Sales and Training | 4/21/2021 | Correspondence | 12 | 12/31/2022 |