Course # | Course Concentration | KY Provider Name | Completion Date | Method of Instruction | Credit Hours | Compliance Date |
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OptimizingSocialSecurityForYourClients:Maximizin-C - C25861 | General Insurance Principles | Securian Financial Group, Inc. | 3/27/2025 | Classroom | 1 | 7/31/2026 |
Principles of Life and Health Insurance & Ethics - C12164 | Life and Health | Sigco, Inc. dba Pohs Institute | 3/17/2025 | Correspondence | 18 | 7/31/2026 |
Principles of Life/Health Insu&Ethics (EthicsOnly) - C12163 | Ethics | Sigco, Inc. dba Pohs Institute | 3/17/2025 | Correspondence | 6 | 7/31/2026 |
Medicare And Medigap Insurance II - C39618 | Life and Health | Commonwealth Schools of Insurance, Inc. | 10/30/2024 | Correspondence | 6 | 7/31/2026 |
SOCIAL SECURITY PRESENTATION - C100180 | Life | Society of Financial Service Professionals (Lexington, KY) | 8/27/2024 | Classroom | 4 | 7/31/2026 |
Ethics, Senior Clients, and You -Webinar - C12993 | Ethics | Pacific Life Insurance Company c/o Quest CE | 6/19/2024 | Classroom | 1 | 7/31/2024 |
Maximizing Wealth-Webinar - C27099 | Life | Society of Financial Service Professionals (Lexington, KY) | 6/11/2024 | Classroom | 1 | 7/31/2024 |
Financial Strategies,DOL updates&Ethics-EthicsOnly - C12161 | Ethics | Sigco, Inc. dba Pohs Institute | 6/6/2024 | Correspondence | 6 | 7/31/2024 |
Financial Strategies, DOL Updates & Ethics - C12160 | Life and Health | Sigco, Inc. dba Pohs Institute | 6/6/2024 | Correspondence | 18 | 7/31/2024 |
Medicare And Financial Planning-Classroom - C26924 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 5/14/2024 | Classroom | 1 | 7/31/2024 |
Financial Planning and Ethics - C94294 | Life and Health | Sigco, Inc. dba Pohs Institute | 3/24/2024 | Correspondence | 18 | 7/31/2024 |
Financial Planning and Ethics (Ethic Section) - C94292 | Ethics | Sigco, Inc. dba Pohs Institute | 3/24/2024 | Correspondence | 6 | 7/31/2024 |
Fiduciary Update & Guide To DOL-Classroom - C26757 | General Insurance Principles | Society of Financial Service Professionals (Lexington, KY) | 3/12/2024 | Classroom | 1 | 7/31/2024 |
Situational Social Security-Classroom - C26541 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 1/16/2024 | Classroom | 1 | 7/31/2024 |
Secure 2.0 Retirement Plan Updates-Classroom - C26306 | Life | Society of Financial Service Professionals (Lexington, KY) | 11/14/2023 | Classroom | 1 | 7/31/2024 |
Making Retirement More Efficient-Classroom - C26246 | Annuities and Securities | Society of Financial Service Professionals (Lexington, KY) | 10/10/2023 | Classroom | 1 | 7/31/2024 |
SuccessionPlanning&SellingCloselyHeldBusiness - C26085 | Life | Society of Financial Service Professionals (Lexington, KY) | 9/12/2023 | Classroom | 1 | 7/31/2024 |
4-Hour Long Term Care Partnership Refresher (SS) - C04188 | Long Term Care Partnership Act | Sandi Kruise Insurance Training | 6/17/2023 | Correspondence | 4 | 7/31/2024 |
Behavioral Guidance During Market Volatility-Class - C25577 | Life | Society of Financial Service Professionals (Lexington, KY) | 6/13/2023 | Classroom | 1 | 7/31/2024 |
A World Of Possibilities With 529 Plans-Classroom - C25575 | Life | Society of Financial Service Professionals (Lexington, KY) | 5/13/2023 | Classroom | 1 | 7/31/2024 |
Conversations That Light The Way-Classroom - C25573 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 4/16/2023 | Classroom | 1 | 7/31/2024 |
Strategic Retirement Planning - C24368 | Life and Health | Quest Continuing Education Solutions | 4/8/2023 | Correspondence | 13 | 7/31/2024 |
Fiduciary Update 2023 & Secure Act 2.0 - C25535 | Life | Society of Financial Service Professionals (Lexington, KY) | 3/25/2023 | Classroom | 1 | 7/31/2024 |
ProbateCourt:InformationEveryPlannerShouldKnow-Cla - C25301 | Life | Society of Financial Service Professionals (Lexington, KY) | 2/18/2023 | Classroom | 1 | 7/31/2024 |
Conversation Every Family Should Have -Classroom - C24724 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 11/8/2022 | Classroom | 1 | 7/31/2024 |
Tax-Efficient Retirement Planning Webinar - C80685 | Life | Society of Financial Service Professionals (Lexington, KY) | 10/14/2022 | Classroom | 1 | 7/31/2024 |
Strategies to Improve Business Value - C24443 | Life | Society of Financial Service Professionals (Lexington, KY) | 9/6/2022 | Classroom | 1 | 7/31/2024 |
Recommending Annuities Under The NAIC Best Interes - C23811 | Annuity Suitability | RegEd, Inc. | 9/5/2022 | Correspondence | 5 | 7/31/2024 |
Suit-AnnuityTrans Under BestInt Standard 2ndEd - C12334 | Annuity Suitability | RegEd, Inc. | 9/1/2022 | Correspondence | 4 | 7/31/2024 |
Client Conversations:Seven Ideas to Manage RMDs fo - C22059 | General Insurance Principles | Pacific Life Insurance Company c/o Quest CE | 7/25/2022 | Classroom | 1 | 7/31/2022 |
Creating a Goals-Based Retirement Income Plan - C80043 | General Insurance Principles | Protective Life Insurance Company | 7/25/2022 | Classroom | 1 | 7/31/2022 |
Longevity Conundrum to Retirement-Classroom - C80336 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 6/14/2022 | Classroom | 1 | 7/31/2022 |
Ethics 4-Hour Training Course - C09038 | Ethics | Sandi Kruise Insurance Training | 6/11/2022 | Correspondence | 4 | 7/31/2022 |
Conversations That Light the Way-Classroom - C80265 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 5/10/2022 | Classroom | 1 | 7/31/2022 |
Fiduciary Regulation-Then and Now (Classroom) - C23570 | Life | Society of Financial Service Professionals (Lexington, KY) | 4/12/2022 | Classroom | 1 | 7/31/2022 |
Ethical..Annuities Money in Motion Webinar - C24041 | Ethics | Pacific Life Insurance Company c/o Quest CE | 4/6/2022 | Classroom | 1 | 7/31/2022 |
Retirement Trends & Fiducuary Updates Webinar - C20600 | Life | Society of Financial Service Professionals (Lexington, KY) | 2/8/2022 | Classroom | 1 | 7/31/2022 |
Federal Tax Update (Webinar) - C20896 | Life | Society of Financial Service Professionals (Lexington, KY) | 1/11/2022 | Classroom | 1 | 7/31/2022 |
Suitability in Annuity Transactions - C18399 | Life / Variable | Society of Financial Service Professionals (Lexington, KY) | 9/14/2021 | Classroom | 1 | 7/31/2022 |
Changes for HNW Ind Proposed Tax - C15267 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 6/8/2021 | Classroom | 1 | 7/31/2022 |
Family First (Webinar) - C12507 | Life | Society of Financial Service Professionals (Lexington, KY) | 5/11/2021 | Classroom | 1 | 7/31/2022 |
Getting to Know Medicare - C10783 | Life and Health | Society of Financial Service Professionals (Lexington, KY) | 3/9/2021 | Classroom | 1 | 7/31/2022 |
Fiduciary Regulation in 2021 and Beyond - C10128 | Life | Society of Financial Service Professionals (Lexington, KY) | 2/9/2021 | Classroom | 1 | 7/31/2022 |
Making Retirement more Efficient - C24526 | Life | Society of Financial Service Professionals (Lexington, KY) | 11/17/2020 | Classroom | 1 | 7/31/2022 |
IRA Distributions Past and Pre Secure - C24347 | Life | Society of Financial Service Professionals (Lexington, KY) | 10/20/2020 | Classroom | 1 | 7/31/2022 |