PUBLIC PROTECTION
CABINET
DEPARTMENT OF INSURANCE
Agent Licensing - Continuing Education Information
NameBreeze, Patricia MDOIID322033NAIC NPN1891927
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.
Agent CE Compliance by: Extension Date :
CE Compliance DateEthics HoursEthics CompleteLOA HoursLOA CompleteClass CarryoverClass Hours BienniumClass CompleteCorr. CarryoverCorr HoursTotal Carryover hoursTotal CE HoursCompliant
This
Period
7/31/20270No0Yes00N/A1201212No
7/31/20250No30Yes62N/A6281242No
7/31/20233Yes30Yes711N/A5231246Yes
7/31/20213Yes22Yes910N/A3151237Yes
7/31/20193Yes21Yes129N/A0151236Yes
7/31/20173Yes25Yes1217N/A0111240Yes
7/31/20153Yes71Yes1237N/A0371286Yes
7/31/20133Yes65Yes1242N/A0261280Yes
7/31/20116Yes45Yes1251N/A001263Yes
7/31/20095Yes65Yes1270N/A041286Yes
6/30/20066Yes33Yes1232Yes071251Yes
6/30/20042Yes64Yes844Yes025877Yes
Course #Course ConcentrationKY Provider NameCompletion DateMethod of InstructionCredit HoursCompliance Date
2025 Medicare Advantage & Part D Plan Training - C26931Life and HealthAmerica's Health Insurance Plan (AHIP)9/4/2024Correspondence67/31/2025
Medicare And Financial Planning-Classroom - C26924Life and HealthSociety of Financial Service Professionals (Lexington, KY)5/14/2024Classroom17/31/2025
The Advisor''s Guide to 401(k) Plans - C68256Annuities and SecuritiesBroker Educational Sales and Training4/30/2024Correspondence127/31/2025
State-BasedMarketplaceCertificate,RegistrationInit - C80454HealthKentucky Health Benefit Exchange3/12/2024Correspondence27/31/2025
State-BasedMarketplaceCertification,RegistrationRe - C80455Life and HealthKentucky Health Benefit Exchange3/2/2024Correspondence27/31/2025
Secure 2.0 Retirement Plan Updates-Classroom - C26306LifeSociety of Financial Service Professionals (Lexington, KY)11/14/2023Classroom17/31/2025
2024 Medicare Advantage & Part D Plan Training - C25601Life and HealthAmerica's Health Insurance Plan (AHIP)10/29/2023Correspondence67/31/2025
A World Of Possibilities With 529 Plans-Classroom - C25575LifeSociety of Financial Service Professionals (Lexington, KY)5/13/2023Classroom17/31/2023
Social Security Review & Update -Classroom - C25147Life and HealthSociety of Financial Service Professionals (Lexington, KY)1/11/2023Classroom17/31/2023
Anti-Money Laundering Course for Financial Profess - C80598General Insurance PrinciplesNational Underwriter Company, The11/28/2022Correspondence17/31/2023
Conversation Every Family Should Have -Classroom - C24724Life and HealthSociety of Financial Service Professionals (Lexington, KY)11/8/2022Classroom17/31/2023
2023 Medicare Advantage & Part D Plan Training - C23814Life and HealthAmerica's Health Insurance Plan (AHIP)9/20/2022Correspondence67/31/2023
4-Hour Long Term Care Review - C97411Long Term Care Partnership ActWebCE, Inc7/12/2022Correspondence47/31/2023
Recommending Annuties Under the New NAIC Best Inst - C23810Annuity SuitabilityRegEd, Inc.6/26/2022Correspondence17/31/2023
Longevity Conundrum to Retirement-Classroom - C80336Life and HealthSociety of Financial Service Professionals (Lexington, KY)6/14/2022Classroom17/31/2023
Conversations That Light the Way-Classroom - C80265Life and HealthSociety of Financial Service Professionals (Lexington, KY)5/10/2022Classroom17/31/2023
Ethics and Morality-Using a Multicultural Approach - C23677EthicsCentral Kentucky Association of Health Underwriters4/20/2022Classroom37/31/2023
Federal Tax Update (Webinar) - C20896LifeSociety of Financial Service Professionals (Lexington, KY)1/11/2022Classroom17/31/2023
Understanding Social Security Choices to Better Advise Clients - C19728LifeSociety of Financial Service Professionals (Lexington, KY)11/9/2021Classroom17/31/2023
2022 Medicare Advantage & Part D Plan Training - C12413Life and HealthAmerica's Health Insurance Plan (AHIP)10/22/2021Correspondence67/31/2023
State Based Marketplace Certification/Registration - C18396HealthKentucky Health Benefit Exchange9/27/2021Correspondence57/31/2023
Suitability in Annuity Transactions - C18399Life / VariableSociety of Financial Service Professionals (Lexington, KY)9/14/2021Classroom17/31/2023
Ethics and the Trust Factor - C24146EthicsWebCE, Inc6/27/2021Correspondence37/31/2021
2021 Medicare Advantage & Part D Plan Training - C23039Life and HealthAmerica's Health Insurance Plan (AHIP)8/22/2020Correspondence67/31/2021
Trusts as Alternatives to Wills - C21310LifeSociety of Financial Service Professionals (Lexington, KY)1/14/2020Classroom17/31/2021
Health and Wellness the Millennial Way - C77776Life and HealthAnthem Blue Cross & Blue Shield10/17/2019Classroom17/31/2021
2020 Medicare Advantage & Part D Plan Training - C19325Life and HealthAmerica's Health Insurance Plan (AHIP)10/13/2019Correspondence67/31/2021
National Social Security Advisor Training Program - C13143Life and HealthNational Underwriter Company, The8/23/2019Classroom87/31/2021

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