Annuity Straight Talk
Certifications
Compliance and Ethics
Continuing education is a crucial part of my commitment to staying up-to-date with the ever-evolving world of annuities and retirement planning. I recognize the importance of regularly refreshing my knowledge and skills to provide my clients with the most current and relevant advice. That’s why I make it a priority to engage in ongoing education every two years. This ensures that I remain well-informed about the latest industry trends, regulatory changes, and innovative strategies. Keeping my education current is not only a professional obligation but also a personal dedication to serving my clients with the most up-to-date and valuable insights in the field of annuities and retirement.
| Course Name | Report Date | License PDF |
| Anti-Money Laundering for the Insurance Industry | 1/16/2023 | Link |
| Indexed Annuities | 6/27/2022 | Link |
| CA 4-Hour Annuity Training: Fixed Variable and Index Annuity Contract Provisions | 7/12/2022 | Link |
| 4-Hour Annuity Suitability and Best Interest Standards | 10/11/2022 | Link |
| Ethics and Seniors: Understanding the Mature Market | 10/11/2022 | Link |
| Montana Insurance Laws: Update | 10/11/2022 | Link |
| Financial Planning for Today’s Consumer | 10/12/2022 | Link |
| How to Structure an Annuity Contract | 10/12/2022 | Link |
| Anti-Money Laundering for the Insurance Industry | 11/30/2021 | Link |
| Anti-Money Laundering for the Insurance Industry | 9/23/2020 | Link |
| Montana Insurance Laws: Update | 11/24/2020 | Link |
| Ethical Practice Standards for Today’s Producer | 11/24/2020 | Link |
| Social Security Strategies | 11/24/2020 | Link |
| 401(k) Plans | 11/24/2020 | Link |
| Deferred Income Annuities and QLACs | 11/24/2020 | Link |
| Retirement Planning Strategies | 11/24/2020 | Link |
| Anti-Money Laundering for the Insurance Industry | N/R | Link |
| Ethically Serving Seniors with Diminished Capacity | 11/1/2018 | Link |
| Anti-Money Laundering for the Insurance Industry | 4/3/2018 | Link |
| Long-Term Care: Programs Policies and Partnerships | 11/1/2018 | Link |
| Ethical Practice Standards for Today’s Producer | 11/1/2018 | Link |
| Montana Insurance Laws: Update 2017 | 11/1/2018 | Link |
| CA 4-Hour Annuity Training: Fixed Variable and Index Annuity Contract Provisions | 7/19/2018 | Link |
| 4-Hour Annuity Training Course | 12/14/2018 | Link |
| Annuity Suitability: Issues and Standards | 11/22/2016 | Link |
| Montana Insurance Laws: Update 2015 | 11/22/2016 | Link |
| Indexed Annuities | 11/22/2016 | Link |
| AML: Understanding the Rules for Insurance Producers and Employees | 11/22/2016 | Link |
| 4-Hour Annuity Training Course | 12/12/2016 | Link |
| Ethics and Seniors: Understanding the Mature Market | 12/12/2016 | Link |
| DOL Fiduciary Rule | 11/22/2016 | Link |
| AML: Understanding the Rules for Insurance Producers and Employees | 11/2/2015 | Link |
| Anti-Money Laundering for the Insurance Industry | 10/31/2014 | Link |
| Maximizing Integrity in Decisions with Seniors | 10/31/2014 | Link |
| Annuity Suitability: Issues and Standards | 10/31/2014 | Link |
| CA 8-Hr Annuity Training Course | 9/9/2014 | Link |
| Montana Insurance Laws Update 2013 | 10/31/2014 | Link |
| Ethics and Seniors: Understanding the Mature Market | 10/31/2014 | Link |
| Inherited IRAs | 10/31/2014 | Link |
| Montana Insurance Laws Update 2011 | 1/14/2013 | Link |
| Inherited IRAs | 1/14/2013 | Link |
| Anti-Money Laundering for the Insurance Industry | 1/14/2013 | Link |
| Retirement Planning Strategies | 1/14/2013 | Link |
| Equity Indexed Annuities | 1/14/2013 | Link |
| Senior Market Sales Ethics | 1/14/2013 | Link |
| Annuity Certification Training Course | 7/12/2011 | Link |
| Montana: Changes to Insurance Statutes 2009 | 1/17/2011 | Link |
| Annuity Suitability: Issues and Standards | 1/17/2011 | Link |
| Ethical Practice Standards for Today’s Producer | 1/17/2011 | Link |
| Ethics for the Insurance Services Practitioner | 1/17/2011 | Link |
| Anti-Money Laundering for the Insurance Industry | 1/17/2011 | Link |
| Effective and Ethical Communication with Seniors | 1/17/2011 | Link |
| Essentials of Insurance Law | 1/11/2007 | Link |
| Life Insurance Concepts | 1/11/2007 | Link |
| Life Insurance for Businesses | 1/11/2007 | Link |
| Life Insurance Policies | 1/11/2007 | Link |
| Montana: Changes to Insurance Statutes in 2005 | 1/11/2007 | Link |
