Course Name | Public | Credits | Category | Method | Renewal Date | Offerings |
---|---|---|---|---|---|---|
Money in Motion: Opportunities and Obstacles for Rollovers | N | 1 | General | Classroom | 12/31/2025 | |
Client Conversations : IDK About NQAs | N | 1 | General | Classroom | 12/31/2025 | |
CC: Insuring Retirement For Todays Woman | N | 1 | General | Classroom | 12/31/2025 | |
Non-Qualified Deferred Annuities | N | 1 | General | Classroom | 12/31/2025 | |
Elements of Value-How Advisors Can Use Insured Solutions to Add Alpha | N | 1 | General | Classroom | 12/31/2025 | |
Client Conversations Roth IRAs | N | 1 | General | Classroom | 12/31/2025 | |
Client Conversations: Creating Lifetime Income | N | 1 | General | Classroom | 12/31/2025 | |
Client Conversations: Seven Ideas to Manage RMDs for IRA (Classroom) | N | 1 | General | Classroom | 12/31/2025 | |
Client Conversations: Seven Ideas to Manage RMDs for IRA (Webinar)(Distance Learning) | N | 1 | General | Distance Learning | 12/31/2025 | |
CC:Ping For Healthcare In RET - Webinar | N | 1 | General | Distance Learning | 12/31/2025 | Available Offerings |
CC Todays Inherited IRA | N | 1 | General | Classroom | 12/31/2025 | |
CC Todays Inherited IRA Webinar | N | 1 | General | Distance Learning | 12/31/2025 | |
CC: Creditor Concerns for Ret Savings | N | 1 | General | Classroom | 12/31/2025 | |
CC: Creditor Concerns for Ret Savings-Webinar | N | 1 | General | Distance Learning | 12/31/2025 | |
Client Conversations: Leaving a Legacy with Annuities(Classroom) | N | 1 | General | Classroom | 12/31/2025 | |
Client Conversations: Leaving a Legacy with Annuities (Webinar) (Distance Learning) | N | 1 | General | Distance Learning | 12/31/2025 | |
Non-Qualified Deferred Annuities-Webinar | N | 1 | General | Distance Learning | 12/31/2025 | |
CC: Ins Ret for Todays Woman-Webinar | N | 1 | General | Distance Learning | 12/31/2025 | |
Client Conversations: Planning for Healthcare in Retirement | N | 1 | General | Classroom | 12/31/2025 | |
Ethics, Senior Clients, and You - Webinar | N | 1 | Ethics | Distance Learning | 12/31/2025 | |
Ethics, Senior Clients, and You | N | 1 | Ethics | Classroom | 12/31/2025 | |
CC:Should a CRT Be Beneficiary of My IRA | N | 1 | General | Classroom | 12/31/2025 | |
Client Conversations: Should My Trust be the Beneficiary of My IRA? - Webinar | N | 1 | General | Distance Learning | 12/31/2025 | |
Client Conversations: Should My Trust be the Beneficiary of My IRA? | N | 1 | General | Classroom | 12/31/2025 | |
Ethical..Annuities Money Motion-Webinar | N | 1 | Ethics | Distance Learning | 12/31/2025 | |
Ethical...Annuities and Money in Motion | N | 1 | Ethics | Classroom | 12/31/2025 | |
Managing Risks in Retirement | N | 1 | General | Classroom | 12/31/2025 | |
Managing Risks in Retirement (Webinar) | N | 1 | General | Distance Learning | 12/31/2025 | |
Ret Planning Strategies-Wealth Transfer-Webinar | N | 1 | General | Distance Learning | 12/31/2025 | |
Money in Motion: Opportunities..-Webinar | N | 1 | General | Distance Learning | 12/31/2025 | |
CC: SS-When Should I Claim My Benefit(Webinar) | N | 1 | General | Distance Learning | 12/31/2025 | |
CC: SS-When Should I Claim My Benefit(Classroom) | N | 1 | General | Classroom | 12/31/2025 | |
Ret Planning Strategies-Wealth Transfer | N | 1 | General | Classroom | 12/31/2025 | |
CC:Should a CRT Be Beneficiary of My IRA(Webinar) | N | 1 | General | Distance Learning | 12/31/2025 | |
Elements OF Value -Webinar | N | 1 | General | Distance Learning | 12/31/2025 | |
CC:Creating Lifetime Income -Webinar | N | 1 | General | Distance Learning | 12/31/2025 | |
Client Conversations : Roth IRAs -Webinar | N | 1 | General | Distance Learning | 12/31/2025 | |
CC: IDK about NOAs-Webinar | N | 1 | General | Distance Learning | 12/31/2025 | |
CC: IRAs in Todays Tax Environment | N | 1 | General | Classroom | 12/31/2025 | |
CC: IRAs in Todays Tax Environment Webinar | N | 1 | General | Distance Learning | 12/31/2025 | Available Offerings |
CC: Adding an Annuity to an IRA (Webinar) | N | 1 | General | Distance Learning | 12/31/2025 | |
CC: Adding an Annuity to an IRA (Classroom) | N | 1 | General | Classroom | 12/31/2025 | |
Client Conversations: Early Distributions from Retirement Savings: To or Not To?-Classroom | Y | 1 | General | Classroom | 12/31/2025 | |
Client Conversations: Early Distributions from Retirement Savings: To or Not To?-Distance Learning | N | 1 | General | Distance Learning | 12/31/2025 | |
Living on the Net-After Tax Income -Webinar/Distance Learning | N | 1 | General | Distance Learning | 12/31/2025 | |
SPOUSES AS BENEFICIARIES OF LIFE INSURANCE AND QUALIFIED ANNUITIES (CL) | N | 1 | General | Classroom | 12/31/2025 | |
Living on the Net-After Tax Income-Classroom | N | 1 | General | Classroom | 12/31/2025 | |
TIPS AND TRAPS: RILA'S AND OTHER NONQUALIFIED ANNUITIES (DL) | N | 1 | General | Distance Learning | 12/31/2025 | |
TIPS AND TRAPS: RILA'S AND OTHER NONQUALIFIED ANNUITIES (CL) | N | 1 | General | Classroom | 12/31/2025 | |
CLIENT CONVERSATIONS: LIVING AND LEAVING A CHARITABLE LEGACY (DL) | N | 1 | General | Distance Learning | 12/31/2025 | |
SPOUSES AS BENEFICIARIES OF LIFE INSURANCE AND QUALIFIED ANNUITIES (DL) | N | 1 | General | Distance Learning | 12/31/2025 | Available Offerings |
TRUSTS AS BENEFICIARIES OF LIFE INSURANCE AND QUALIFIED ANNUITIES (CL) | N | 1 | General | Classroom | 12/31/2025 | |
TRUSTS AS BENEFICIARIES OF LIFE INSURANCE AND QUALIFIED ANNUITIES (DL) | N | 1 | General | Distance Learning | 12/31/2025 | |
CLIENT CONVERSATIONS: LIVING AND LEAVING A CHARITABLE LEGACY (CL) | N | 1 | General | Classroom | 12/31/2025 |
Ohio Department of Insurance
50 West Town Street
Third Floor - Suite 300
Columbus OH 43215
Consumers 800-686-1526 | Medicare 800-686-1578 | Fraud & Enforcement 800-686-1527