ANNA LEE
License #: 0B39356
License Status: Active
Current Continuing Education Details
Course hours applied during license term 08/01/2024 - 07/31/2026 for Accident & Health or Sickness, Life
| Course # | Course Type | Course Name | Completed Date | Course Hours | Credited Hours |
|---|---|---|---|---|---|
| 389465 | Long-Term Care 8-Hour Training | CALIFORNIA 8-HR MANDATORY LONG-TERM CARE COURSE, 2ND EDITION | 04/07/2025 | 8 | 8 |
| 391060 | 2025 Life Ins Policies 4-Hour | CALIFORNIA LIFE INSURANCE POLICIES 4-HOUR TRAINING COURSE | 03/26/2025 | 4 | 4 |
| 391178 | 2025 Annuity 4-Hour Training | CA 4HR TRAINING ANNUITY BEST INTEREST STANDARDS TRANSACTIONS | 03/12/2025 | 4 | 4 |
| 391326 | 2025 Annuity 8-Hour Training | CA 8HR TRAINING ANNUITY BEST INTEREST STANDARDS TRANSACTIONS | 01/03/2025 | 8 | 8 |
| 388755 | Ethics | ETHICAL INSURANCE PRODUCER: CALIFORNIA-INCLUDES CA ANTI-FRAUD TRAINING | 12/16/2024 | 3 | 3 |
| 302873 | Annuity 4-Hour Training | KAPLAN FINANCIAL - ANNUITY SUITABILITY TRANSACTIONS | 08/01/2024 | 4 | 4 |
| Total Credited Hours - Accident & Health or Sickness, Life | 31 | ||||
| Carry Forward Hours from previous renewal period | 24 | ||||
| Total Hours Applied to the current renewal period | 55 | ||||
Prior Continuing Education Details
Prior License Term Continuing Education course hours applied during license term 08/01/2022 - 07/31/2024 for Accident & Health or Sickness, Life
| Course # | Course Type | Course Name | Completed Date | Course Hours | Credited Hours | Carry Fwd Hours |
|---|---|---|---|---|---|---|
| 389209 | Long-Term Care 8-Hour Training | CALIFORNIA 8-HOUR LONG-TERM CARE TRAINING COURSE, 4TH ED | 06/20/2024 | 8 | 0 | 8 |
| 243147 | Ethics | CALIFORNIA 2-HOUR ETHICS | 06/12/2024 | 2 | 2 | 0 |
| 289170 | Life/Accident & Hlth/Sickness | INSURANCE REVIEW | 06/12/2024 | 19 | 3 | 16 |
| 241387 | Ethics | ANTI-MONEY LAUNDERING | 06/12/2024 | 2 | 2 | 0 |
| 388969 | Accident & Health or Sickness | 2024 MEDICARE ADVANTAGE & PART D PLAN TRAINING | 06/21/2023 | 7 | 7 | 0 |
| 380551 | Long-Term Care 8-Hour Training | CALIFORNIA 8-HOUR MANDATORY LONG-TERM CARE COURSE, 1ST EDITION, REVISED | 04/27/2023 | 8 | 8 | 0 |
| 388754 | Ethics | ETHICS FOR THE INSURANCE PROFESSIONAL: CALIFORNIA-INCLUDES CA ANTI-FRAUD TRAINING | 04/24/2023 | 3 | 3 | 0 |
| 180970 | Life/Accident & Hlth/Sickness | KAPLAN FINANCIAL - ANNUITIES FOR TODAY'S INVESTOR | 04/19/2023 | 4 | 4 | 0 |
| 376512 | Life | RETIREMENT INCOME STRATEGIES, 3RD EDITION | 08/30/2022 | 3 | 3 | 0 |
| 338491 | Life/Accident & Hlth/Sickness | KAPLAN FINANCIAL - LONG TERM CARE, 6TH EDITION | 08/29/2022 | 14 | 14 | 0 |
| 386838 | Ethics | ETHICAL PRACTICES, 3RD ED | 08/18/2022 | 3 | 3 | 0 |
| 302873 | Annuity 4-Hour Training | KAPLAN FINANCIAL - ANNUITY SUITABILITY TRANSACTIONS | 08/15/2022 | 4 | 4 | 0 |
| Total Credited Hours - Accident & Health or Sickness, Life | 53 | |||||
| Hours Carried Forward to next renewal period | 24 | |||||
| Hours Carried Forward from the previous renewal period | 0 | |||||
| Total Hours Applied to this period | 53 | |||||