DAVID AQUINO LUMIQUED
License #: 0B61333
License Status: Active
Current Continuing Education Details
Course hours applied during license term 02/01/2024 - 01/31/2026 for Accident & Health or Sickness, Life, Var Life and Var Annuity
| Course # | Course Type | Course Name | Completed Date | Course Hours | Credited Hours |
|---|---|---|---|---|---|
| 386865 | Life | CLIENT CONVERSATIONS: LEAVING A LEGACY WITH ANNUITIES | 03/24/2025 | 1 | 1 |
| 386743 | Life | ART AND SCIENCE OF RETIREMENT PLANNING | 03/15/2025 | 21 | 21 |
| 391061 | Life | ANNUITY REVIEW: WHAT WORKED THEN MAY NOT NOW (1HR) WEBINAR | 03/11/2025 | 1 | 1 |
| 391550 | 2025 Annuity 8-Hour Training | 2025 CA 8-HOUR ANNUITY TRAINING | 03/02/2025 | 8 | 8 |
| 351413 | Life/Accident & Hlth/Sickness | FINANCIAL PLANNING | 03/02/2025 | 18 | 18 |
| 388930 | Ethics | ETHICS IN FINANCIAL PLANNING-INCLUDES CA ANTI-FRAUD TRAINING | 03/02/2025 | 7 | 7 |
| 390606 | Life | TIPS AND TRAPS: RILA'S AND OTHER NONQUALIFIED ANNUITIES | 02/24/2025 | 1 | 1 |
| 389210 | Life | DON'T ASK YOUR NEIGHBOR! FACTS ABOUT SS/RETIREMENT BENEFITS | 12/12/2024 | 21 | 21 |
| 386323 | Life | SOCIAL SECURITY AND RETIREMENT PLANNING | 12/12/2024 | 20 | 20 |
| 388737 | Life | DISABILITY INSURANCE: PROTECTION FOR YOUR CLIENT'S FINANCIAL | 05/29/2024 | 1 | 1 |
| 287010 | Annuity 4-Hour Training | CALIFORNIA 4-HOUR ANNUITY TRAINING: USES, TYPES AND THE SENIOR MARKET | 05/03/2024 | 4 | 4 |
| 387950 | Life | THE HOW & WHY OF ESTATE PLANNING WEBINAR | 03/07/2024 | 1 | 1 |
| Total Credited Hours - Accident & Health or Sickness, Life, Var Life and Var Annuity | 104 | ||||
| Carry Forward Hours from previous renewal period | 24 | ||||
| Total Hours Applied to the current renewal period | 128 | ||||
Prior Continuing Education Details
Prior License Term Continuing Education course hours applied during license term 02/01/2022 - 01/31/2024 for Accident & Health or Sickness, Life, Var Life and Var Annuity
| Course # | Course Type | Course Name | Completed Date | Course Hours | Credited Hours | Carry Fwd Hours |
|---|---|---|---|---|---|---|
| 248607 | Annuity 8-hour Training | CALIFORNIA EIGHT-HOUR ANNUITY TRAINING | 01/22/2024 | 8 | 0 | 8 |
| 386055 | Life | LONG TERM CARE INSURANCE & LONGEVITY PLANNING SOLUTIONS | 11/14/2023 | 1 | 0 | 1 |
| 384852 | Life | BUY-SELL PLANNING: BACK TO BASICS WEBINAR | 09/19/2023 | 1 | 0 | 1 |
| 389315 | Ethics | TEST YOUR SAVVY: WORKING WITH SENIOR CLIENTS | 08/18/2023 | 4 | 0 | 4 |
| 351692 | Life | RETIREMENT PLANNING AND LIFE INSURANCE | 02/21/2023 | 1 | 0 | 1 |
| 388049 | Life | THE PERFECT STORM FOR RETIREMENT PLANNING | 02/07/2023 | 1 | 0 | 1 |
| 387950 | Life | THE HOW & WHY OF ESTATE PLANNING WEBINAR | 10/25/2022 | 1 | 0 | 1 |
| 329831 | Life/Accident & Hlth/Sickness | THE ADVISORS GUIDE TO RETIREMENT PLANNING | 05/19/2022 | 17 | 10 | 7 |
| 287551 | Life | FINANCIAL PROFESSIONAL'S GUIDE TO ESTATE PLANNING | 05/05/2022 | 1 | 1 | 0 |
| 384367 | Life | DISTRIBUTION PLANNING WEALTH TRANSFER FOR THE MODERN RETIREE | 03/21/2022 | 1 | 1 | 0 |
| Total Credited Hours - Accident & Health or Sickness, Life, Var Life and Var Annuity | 12 | |||||
| Hours Carried Forward to next renewal period | 24 | |||||
| Hours Carried Forward from the previous renewal period | 0 | |||||
| Total Hours Applied to this period | 12 | |||||