Course Title

Course ID

CE

• Annuities 101*

153678

8

         * This course requires a fee of $35 per attendee due to NAIFA-California with
           course completion materials 

• Asset Allocations: Putting Your Client’s Egg in the Right Basket (PIAB 12)

DECLINED

0

• Business Insurance for Pass Through Entities (PIAB 7)

136078

1

• Business Insurance for Pass Through Entities (PIAB 7) Part 2

144598

1

• California Healthy Families*

11643

3

        * This course requires a fee of $10 per NAIFA-California Member and $20 per 
          Non-Member due to NAIFA-California with course completion materials 

• The Do Not Call Opportunity (PIAB 9)

DECLINED

0

• Educational Funding After the 2001 Tax Act (PIAB 3)

125318

1

• Elder Care Planning

136079

1

• Estate Planning Considerations

92062

2

• IRA’s Traditional & Roth

92060

2

• LIFE’s Products (PIAB 11)

Not for CE

• Life Agents Professional Liability Loss Control Seminar

3193

3

• Long Term Care Financial Planning

130119

1

• Long Term Care Insurance: The Niche in the Executive Marketplace (PIAB 4)

122038

1

• LTC Insurance: Needs & Solutions

92061

2

• Maximizing Health Savings Accounts Opportunities (PIAB 14)

162699

1

• Recruiting & Retaining the Ideal Sales Assistant (PIAB 2)

DECLINED

0

• Retirement Planning After the New Tax Law (PIAB 1)

110518

1

• Successful Life Insurance Selling in a Multiline Agency (PIAB 13)

DECLINED

0

• The Role of Life Insurance in IRA Stretch-Out Planning (PIAB 5)

123338

1

• Understanding Opportunities for Financial Advising in the Multiline Environment (PIAB 6)

128738

1

• Understanding the Mutual Fund Solution

92059

3

• Use Estate Planning & Improve Your Bottom Line (PIAB 10)

DECLINED

0

• Values & Ethics: Being Compliant & Profitable (PIAB 15)

163418

1

• Voluntary Worksite Benefits: A Comprehensive Guide (PIAB 8)

137979

1