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Course NameCompletion DateApprovalsHoursReport DateCertificate PDFRecorded On@dropdown
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Anti-Money Laundering for the Insurance Industry1/16/2023MT / INS / LIFE41/16/2023
https://drive.google.com/file/d/17kf9Bm77pH9LcHCOQNU6DtziiI3PhEsg/view?usp=sharing
7/6/2023
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Indexed Annuities6/27/2022TX / INS / LIFE126/27/2022
https://drive.google.com/file/d/1gPaahD1e1hHSzyBg5yTuLpj0KuWb_OLC/view?usp=sharing
7/6/2023
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CA 4-Hour Annuity Training: Fixed Variable and Index Annuity Contract Provisions7/12/2022CA / INS / LIFE47/12/2022
https://drive.google.com/file/d/1bsoji9WW_zGaKJbRMYq30BWmlx_1FaEa/view?usp=sharing
7/6/2023
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4-Hour Annuity Suitability and Best Interest Standards10/11/2022MT / INS / LIFE410/11/2022
https://drive.google.com/file/d/1ZTxxqZbIJyUIboAOgqhpWEjMlzJCAKCH/view?usp=sharing
7/6/2023
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Ethics and Seniors: Understanding the Mature Market10/10/2022MT / INS / LIFE310/11/2022
https://drive.google.com/file/d/1yExF8nLgJ6w80bZy1VOP7r1s65mgllFl/view?usp=sharing
7/6/2023
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Montana Insurance Laws: Update10/10/2022MT / INS / LIFE110/11/2022
https://drive.google.com/file/d/1ZGb5VX9Z5Z7YP4hRT7KmdVk1GNLuq2qN/view?usp=sharing
7/6/2023
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Financial Planning for Today's Consumer10/11/2022MT / INS / LIFE1210/12/2022
https://drive.google.com/file/d/1byziCMyuqXYxa-js_rSEmEpjUp1inspG/view?usp=sharing
7/6/2023
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How to Structure an Annuity Contract10/11/2022MT / INS / LIFE410/12/2022
https://drive.google.com/file/d/19zYw1pmsMCmNTLzvn0LG78bxG087xEXR/view?usp=sharing
7/6/2023
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Anti-Money Laundering for the Insurance Industry11/30/2021MT / INS / LIFE411/30/2021
https://drive.google.com/file/d/158hkQ3ffIK3sYajaNmYxmLqDLiDuk196/view?usp=sharing
7/6/2023
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Anti-Money Laundering for the Insurance Industry9/23/2020MT / INS / LIFE49/23/2020
https://drive.google.com/file/d/14MPYaAC7uv4DVFeYcjvV_gx4Sxvo98ZX/view?usp=sharing
7/6/2023
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Montana Insurance Laws: Update11/24/2020MT / INS / LIFE111/24/2020
https://drive.google.com/file/d/1Yl6unPVy463V9wzD0rc8li6m4JuRekco/view?usp=sharing
7/6/2023
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Ethical Practice Standards for Today's Producer11/24/2020MT / INS / LIFE411/24/2020
https://drive.google.com/file/d/11ugGt54yvINjg5D1LtqwgMiGi7t9Btm_/view?usp=sharing
7/6/2023
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Social Security Strategies11/24/2020MT / INS / LIFE511/24/2020
https://drive.google.com/file/d/1WB18UEtFDycvnYxuwoKVB21k-3qU4p40/view?usp=sharing
7/6/2023
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401(k) Plans11/24/2020MT / INS / LIFE511/24/2020
https://drive.google.com/file/d/1_SEAAh9XDaTF7krbekbEHFKHvX-KU5oz/view?usp=sharing
7/6/2023
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Deferred Income Annuities and QLACs11/24/2020MT / INS / LIFE311/24/2020
https://drive.google.com/file/d/1PENwi0x7MZhLjEWQQxcV-v_ULO16rUGn/view?usp=sharing
7/6/2023
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Retirement Planning Strategies11/24/2020MT / INS / LIFE611/24/2020
https://drive.google.com/file/d/1aPqu98B9K3YzReUQQwOuuDOwhDqXr_36/view?usp=sharing
7/6/2023
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Anti-Money Laundering for the Insurance Industry9/27/2019AML / AML / PTNGN/AN/R
https://drive.google.com/file/d/1zOt9ID-BQDl7zQ9k_GGe8o4tZvIBtkYK/view?usp=sharing
7/6/2023
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Ethically Serving Seniors with Diminished Capacity10/31/2018MT / INS / LIFE311/1/2018
https://drive.google.com/file/d/1M7FC0slnURXSDNq2aWOY-JGywIzcvqvg/view?usp=sharing
7/6/2023
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Anti-Money Laundering for the Insurance Industry4/2/2018MT / INS / LIFE44/3/2018
https://drive.google.com/file/d/1xh-jMpPrhowRUK--B6QW86s8g114x1YV/view?usp=sharing
7/6/2023
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Long-Term Care: Programs Policies and Partnerships10/31/2018MT / INS / LTC/P811/1/2018
https://drive.google.com/file/d/1tknBOh4YN1KzRcBRZ7pLsW4sMARVAGOz/view?usp=sharing
7/6/2023
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Ethical Practice Standards for Today's Producer10/31/2018MT / INS / LIFE411/1/2018
https://drive.google.com/file/d/1qeXPI2oMQmar3dGv5tQuZJP_h6F3c86G/view?usp=sharing
7/6/2023
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Montana Insurance Laws: Update 201710/31/2018MT / INS / LIFE111/1/2018
https://drive.google.com/file/d/102L-QJ18LQg6jKx3TFGXEz9np4mcyjsj/view?usp=sharing
7/6/2023
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CA 4-Hour Annuity Training: Fixed Variable and Index Annuity Contract Provisions7/19/2018CA / INS / LIFE47/19/2018
https://drive.google.com/file/d/1l5Xluz-m67l-eBdAyD3vhHnDeyDnkmdG/view?usp=sharing
7/6/2023
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4-Hour Annuity Training Course12/14/2018MT / INS / LIFE412/14/2018
https://drive.google.com/file/d/1SW_KyL6ya621sJgXtqutoaxaKex7G5qo/view?usp=sharing
7/6/2023
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Annuity Suitability: Issues and Standards11/21/2016MT / INS / LIFE711/22/2016
https://drive.google.com/file/d/1V5SMN__6yKcRms_bh82n_mX2tV8vz6N0/view?usp=sharing
7/6/2023
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Montana Insurance Laws: Update 201511/21/2016MT / INS / LIFE111/22/2016
https://drive.google.com/file/d/10oH1hymfVAjLWPOAXo-njeg3Z2vHYLl1/view?usp=sharing
7/6/2023
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Indexed Annuities11/21/2016MT / INS / LIFE1211/22/2016
https://drive.google.com/file/d/1q8aKtLDWvezxNCYNl0flJNKCxGHh8MOD/view?usp=sharing
7/6/2023
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AML: Understanding the Rules for Insurance Producers and Employees11/21/2016MT / INS / LIFE211/22/2016
https://drive.google.com/file/d/1doDCUEEIxU_zivbQPVLDMxAD5IWIrAqG/view?usp=sharing
7/6/2023
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4-Hour Annuity Training Course12/12/2016CO / INS / LIFE412/12/2016
https://drive.google.com/file/d/15QEYxCs8xhIlAMTjPuUEpAsbWm4kYTB-/view?usp=sharing
7/6/2023
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Ethics and Seniors: Understanding the Mature Market12/12/2016MT / INS / LIFE312/12/2016
https://drive.google.com/file/d/1kPhGuebPMQY2zkFM3POz9r3h2heqpBkz/view?usp=sharing
7/6/2023
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DOL Fiduciary Rule11/21/2016MT / INS / LIFE211/22/2016
https://drive.google.com/file/d/1lOUz-X7oeqLxZesQBT3wRLKdepCiyG-8/view?usp=sharing
7/6/2023
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AML: Understanding the Rules for Insurance Producers and Employees11/2/2015MT / INS / LIFE211/2/2015
https://drive.google.com/file/d/13_UQFs7mH61NH8GaDDdFBN15w5JGsd5K/view?usp=sharing
7/6/2023
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Anti-Money Laundering for the Insurance Industry10/30/2014MT / INS / LIFE410/31/2014
https://drive.google.com/file/d/12kQ6ilFNGdnjTT5nSrKCGK4lA57AebuQ/view?usp=sharing
7/6/2023
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Maximizing Integrity in Decisions with Seniors10/30/2014MT / INS / LIFE410/31/2014
https://drive.google.com/file/d/1VtRU5U-xsLNclFSnA7b7cRbFeL3GOxmD/view?usp=sharing
7/6/2023
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Annuity Suitability: Issues and Standards10/30/2014MT / INS / LIFE710/31/2014
https://drive.google.com/file/d/10zoUKWJNsrO_yTdlhFV05W0sxCdHPxWq/view?usp=sharing
7/6/2023
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CA 8-Hr Annuity Training Course9/9/2014CA / INS / LIFE89/9/2014
https://drive.google.com/file/d/1sY8WcdetMmRL6dVOkom2SG37YTSTI_CW/view?usp=sharing
7/6/2023
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Montana Insurance Laws Update 201310/31/2014MT / INS / LIFE110/31/2014
https://drive.google.com/file/d/1vszZJ-wcp0tVN0CDrgbEIJKfuZBDQTF0/view?usp=sharing
7/6/2023
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Ethics and Seniors: Understanding the Mature Market10/30/2014MT / INS / LIFE310/31/2014
https://drive.google.com/file/d/1-HnUMfFh-otySIEv_kllNssHmpw8963n/view?usp=sharing
7/6/2023
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Inherited IRAs10/30/2014MT / INS / LIFE510/31/2014
https://drive.google.com/file/d/1gFzE6XH32yYcgjnAEfnA7FLw_kKn0eX6/view?usp=sharing
7/6/2023
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Montana Insurance Laws Update 201111/1/2012MT / INS / LIFE11/14/2013
https://drive.google.com/file/d/1dte6q3mGWSO6MSdGJu6pEVZiFaJoRM06/view?usp=sharing
7/6/2023
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Inherited IRAs11/1/2012MT / INS / LIFE51/14/2013
https://drive.google.com/file/d/1Kdq9sqzO_de1MAy_F2klaoa-ChWBv5Db/view?usp=sharing
7/6/2023
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Anti-Money Laundering for the Insurance Industry2/21/2012MT / INS / LIFE41/14/2013
https://drive.google.com/file/d/167PemOvLlZlqqcohcmnJi8Jn8bQnpc1W/view?usp=sharing
7/6/2023
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Retirement Planning Strategies11/1/2012MT / INS / LIFE61/14/2013
https://drive.google.com/file/d/1uXBYtSYbsW6U9LEHQG6_lZXuCs6ZCt_w/view?usp=sharing
7/6/2023
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Equity Indexed Annuities11/1/2012MT / INS / LIFE71/14/2013
https://drive.google.com/file/d/1JhFM2ktYs-z7j5ILOe_ivm9U7FL_Hvcz/view?usp=sharing
7/6/2023
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Senior Market Sales Ethics11/1/2012MT / INS / LIFE51/14/2013
https://drive.google.com/file/d/1bHI6SxYjv6yxGFkULGFAsLG9Q7seoL0h/view?usp=sharing
7/6/2023
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Annuity Certification Training Course7/12/2011TX / INS / LIFE47/12/2011
https://drive.google.com/file/d/1km6Xwkx973GQ9Gv-Tru09NeLDlPKMoru/view?usp=sharing
7/6/2023
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Montana: Changes to Insurance Statutes 200911/1/2010MT / INS / LIFE11/17/2011
https://drive.google.com/file/d/18e8Nvx2RvISQOyrtSCMuNyTmM44aFYcU/view?usp=sharing
7/6/2023
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Annuity Suitability: Issues and Standards11/1/2010MT / INS / LIFE71/17/2011
https://drive.google.com/file/d/1sI-GunKe6CgYyegyS-iswLRGnhJ3LACP/view?usp=sharing
7/6/2023
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Ethical Practice Standards for Today's Producer11/1/2010MT / INS / LIFE41/17/2011
https://drive.google.com/file/d/1Q4ibiqUJf4OChYbQFVrhWMKUpknPm0vb/view?usp=sharing
7/6/2023
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Ethics for the Insurance Services Practitioner11/1/2010MT / INS / LIFE41/17/2011
https://drive.google.com/file/d/1lK1gxKjgjq7HyxRK3YajAAovI9h529IR/view?usp=sharing
7/6/2023
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Anti-Money Laundering for the Insurance Industry11/1/2010MT / INS / LIFE41/17/2011
https://drive.google.com/file/d/11BsmvhycdZuJdOeBXT-MSr4ZEL0zoT6C/view?usp=sharing
7/6/2023
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Effective and Ethical Communication with Seniors11/1/2010MT / INS / LIFE41/17/2011
https://drive.google.com/file/d/1OXfokR9QYkpad_lAkZrnFPlCPSweaau5/view?usp=sharing
7/6/2023
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Essentials of Insurance Law11/29/2006MT / INS / LIFE31/11/2007
https://drive.google.com/file/d/1_YLzEIp9I2ywbqM-VpJ-jTZl06LH4hyj/view?usp=sharing
7/6/2023
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Life Insurance Concepts11/28/2006MT / INS / LIFE51/11/2007
https://drive.google.com/file/d/1UVGsSR8fHBKeBbdfxOfL1uuLQLCnMSSc/view?usp=sharing
7/6/2023
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Life Insurance for Businesses11/29/2006MT / INS / LIFE81/11/2007
https://drive.google.com/file/d/1sPWKj6ouBZWx8sSIyNSr14DmSt4g3-PJ/view?usp=sharing
7/6/2023
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Life Insurance Policies11/29/2006MT / INS / LIFE71/11/2007
https://drive.google.com/file/d/1sTyjw8nTICa9_O7VqfwOMXWU0j6wjWT8/view?usp=sharing
7/6/2023
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Montana: Changes to Insurance Statutes in 200511/29/2006MT / INS / LIFE11/11/2007
https://drive.google.com/file/d/1ZPcMakwq-VOFhu6dLzZ6Off92z35yywR/view?usp=sharing
7/6/2023
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