DEPARTMENT OF INSURANCE
Agent Licensing - Continuing Education Information
NameMcgary, James CalvinDOIID318470NAIC NPN548872
If a course you have completed is not listed below, please contact your CE Provider to validate that you have completed it properly, and it has been sent to the Kentucky Department of Insurance (DOI). All CE Courses received by DOI are posted on the web site within (3) working days. IT IS YOUR RESPONSIBILITY TO MONITOR AND VERIFY ALL CE COURSES HAVE BEEN PROPERLY FILED WITH DOI. Failure to do so may result in license expiration.

UPDATE FOR KENTUCKY RESIDENT LICENSEES AND NON-RESIDENT ADJUSTERS DESIGNATING KENTUCKY AS THEIR HOME STATE:
  • IF YOU ARE NEWLY LICENSED, compliance period begins after you are licensed for one full year, then you are subject to renewal based on your birth month and birth year. Example: John Doe – DOB is 4/12/1960, Licensed on 4/30/2017. Licensed from April 2017 to April 2018, birth month is April, and birth year is even-numbered year. Therefore, first license renewal (and CE) is due on 4/30/2018. Then compliance period will be due 4/30 of every even-numbered year.
  • Each compliance period, you must complete –
    • Minimum of 24 hours total continuing education credit, up to twelve (12) excess hours will be carried over to the next compliance period as 'general' hours.
    • Three (3) of those hours in course concentration of 'Ethics' for Agents, Independent Adjusters, and Public Adjusters,
  • There is no longer a 'classroom' requirement, so your courses may be completed by self-study, correspondence, or classroom.
  • REMINDER - Continuing Education is only HALF of your License Renewal Requirement – be sure to complete the license renewal through eServices by answering three (3) background questions, reporting any applicable background issues to DOI, and pay any applicable fees.
  • Agents - License renewal fees are only charged when you have no active insurer appointments. You must be appointed in Kentucky to sell, solicit and negotiate insurance for each insurer. If renewed within the 60-days following the renewal date, a penalty fee of $40 is applied for resident agents, or $50 for non-resident agents.
  • Adjusters’ license renewal fee is $50. If paid within the 60-days following the renewal date, a penalty fee of $50 is applied.
Life Settlement Broker CE Compliance by: Extension Date :
CE Compliance DateEthics HoursEthics CompleteLOA HoursLOA CompleteLife HoursLife CompleteClass CarryoverClass Hours BienniumClass CompleteCorr. CarryoverCorr HoursTotal Carryover hoursTotal CE HoursCompliant
This
Period
10/31/20260No0No0No00N/A0000No
10/31/20243Yes7Yes14Yes08N/A010018No
10/31/20223Yes10Yes21Yes08N/A016024Yes
10/31/20206Yes0No8Yes61N/A213822No
10/31/20186Yes7Yes26Yes018N/A014032Yes
Agent CE Compliance Date: 10/31/2024
CE Compliance DateEthics HoursEthics CompleteLOA HoursLOA CompleteClass CarryoverClass Hours BienniumClass CompleteCorr. CarryoverCorr HoursTotal Carryover hoursTotal CE HoursCompliant
This
Period
10/31/20260No0Yes00N/A0000No
10/31/20243Yes14Yes08N/A210220No
10/31/20223Yes21Yes08N/A216226Yes
10/31/20206Yes7Yes101N/A2131226Yes
10/31/20186Yes26Yes418N/A014436Yes
10/31/20163Yes18Yes721N/A00728Yes
10/31/20143Yes16Yes1116N/A041131Yes
10/31/20123Yes20Yes1223N/A001235Yes
10/31/20103Yes21Yes1224N/A001236Yes
10/31/20083Yes43Yes1246Yes001258Yes
6/30/20067Yes27Yes1234Yes001246Yes
6/30/20047Yes31Yes1243Yes001255Yes
Course #Course ConcentrationKY Provider NameCompletion DateMethod of InstructionCredit HoursCompliance Date
Viatical & Life Settlements: Life Ins Sec Mkt - C08699Life / Life SettlementWebCE, Inc6/14/2024Correspondence710/31/2024
Maximizing Wealth-Webinar - C27099LifeSociety of Financial Service Professionals (Lexington, KY)6/11/2024Classroom110/31/2024
Medicare And Financial Planning-Classroom - C26924Life and HealthSociety of Financial Service Professionals (Lexington, KY)5/14/2024Classroom110/31/2024
Fiduciary Update & Guide To DOL-Classroom - C26757General Insurance PrinciplesSociety of Financial Service Professionals (Lexington, KY)3/12/2024Classroom110/31/2024
The Secondary Market for Life Ins: Current Trends - C32844LifeLife Insurance Settlement Center for Education2/28/2024Classroom110/31/2024
Ethical Issues - Part I - C98461EthicsCommonwealth Schools of Insurance, Inc.2/19/2024Correspondence310/31/2024
Conversations That Light The Way-Classroom - C25573Life and HealthSociety of Financial Service Professionals (Lexington, KY)4/16/2023Classroom110/31/2024
Fiduciary Update 2023 & Secure Act 2.0 - C25535LifeSociety of Financial Service Professionals (Lexington, KY)3/25/2023Classroom110/31/2024
ProbateCourt:InformationEveryPlannerShouldKnow-Cla - C25301LifeSociety of Financial Service Professionals (Lexington, KY)2/18/2023Classroom110/31/2024
Social Security Review & Update -Classroom - C25147Life and HealthSociety of Financial Service Professionals (Lexington, KY)1/11/2023Classroom110/31/2024
Living Benefits of Life Insurance - C93857Life and HealthWebCE, Inc10/10/2022Correspondence610/31/2022
Strategies to Improve Business Value - C24443LifeSociety of Financial Service Professionals (Lexington, KY)9/6/2022Classroom110/31/2022
Viatical & Life Settlements: Life Ins Sec Mkt - C08699Life / Life SettlementWebCE, Inc8/4/2022Correspondence710/31/2022
Ethical Issues - Part I - C98461EthicsCommonwealth Schools of Insurance, Inc.8/2/2022Correspondence310/31/2022
Life Settlements - C76952Life / Life SettlementCommonwealth Schools of Insurance, Inc.7/28/2022Classroom310/31/2022
Conversations That Light the Way-Classroom - C80265Life and HealthSociety of Financial Service Professionals (Lexington, KY)5/10/2022Classroom110/31/2022
Fiduciary Regulation-Then and Now (Classroom) - C23570LifeSociety of Financial Service Professionals (Lexington, KY)4/12/2022Classroom110/31/2022
Suitability in Annuity Transactions - C18399Life / VariableSociety of Financial Service Professionals (Lexington, KY)9/14/2021Classroom110/31/2022
The Secondary Market for Life Ins: Current Trends - C32844LifeLife Insurance Settlement Center for Education8/11/2021Classroom110/31/2022
Ethical Issues - Part I - C98461EthicsCommonwealth Schools of Insurance, Inc.6/10/2020Correspondence310/31/2020
Needs Analysis, The Basics - C93871Life, Health, Property & CasualtyCommonwealth Schools of Insurance, Inc.6/20/2019Correspondence710/31/2020
Planning for individuals with Special Needs - C18743LifeSociety of Financial Service Professionals (Lexington, KY)5/14/2019Classroom110/31/2020
Ethical Issues - Part II - C98462EthicsCommonwealth Schools of Insurance, Inc.1/17/2019Correspondence310/31/2020

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