PUBLIC PROTECTION
CABINET
DEPARTMENT OF INSURANCE
Agent Licensing - Continuing Education Information
NameMarcum, John WilliamDOIID335700NAIC NPN1892011
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 Date: 7/31/2026
CE Compliance DateEthics HoursEthics CompleteLOA HoursLOA CompleteClass CarryoverClass Hours BienniumClass CompleteCorr. CarryoverCorr HoursTotal Carryover hoursTotal CE HoursCompliant
This
Period
7/31/20260No0Yes80N/A1099No
7/31/20243Yes24Yes317N/A211533Yes
7/31/20223Yes19Yes78N/A014729Yes
7/31/20203Yes16Yes1212N/A071231Yes
7/31/20183Yes64Yes1018N/A0491077Yes
7/31/20163Yes19Yes1213N/A091234Yes
7/31/20143Yes34Yes1218N/A0191249Yes
7/31/20123Yes26Yes1225N/A041241Yes
7/31/20103Yes31Yes1234N/A001246Yes
7/31/20086Yes42Yes1248Yes001260Yes
6/30/20063Yes42Yes1245Yes001257Yes
6/30/20045Yes28Yes1237Yes001249Yes
Course #Course ConcentrationKY Provider NameCompletion DateMethod of InstructionCredit HoursCompliance Date
Long_Term Care Hybrid Products & Partnership 4Hour - C20065Long Term Care Partnership ActKaplan7/16/2024Correspondence47/31/2024
2024 Medicare Summit - C27020HealthNational Association of Benefits and Insurance Professionals Kentucky Chapter6/12/2024Classroom67/31/2024
Maximizing Wealth-Webinar - C27099LifeSociety of Financial Service Professionals (Lexington, KY)6/11/2024Classroom17/31/2024
Medicare And Financial Planning-Classroom - C26924Life and HealthSociety of Financial Service Professionals (Lexington, KY)5/14/2024Classroom17/31/2024
Annuity Fundamentals and Applying FINRA Rule 2330 - C18644Life and HealthKaplan5/9/2024Correspondence47/31/2024
Ethics,4th Ed - C20632EthicsKaplan4/12/2024Correspondence37/31/2024
Fiduciary Update & Guide To DOL-Classroom - C26757General Insurance PrinciplesSociety of Financial Service Professionals (Lexington, KY)3/12/2024Classroom17/31/2024
Secure 2.0 Retirement Plan Updates-Classroom - C26306LifeSociety of Financial Service Professionals (Lexington, KY)11/14/2023Classroom17/31/2024
Making Retirement More Efficient-Classroom - C26246Annuities and SecuritiesSociety of Financial Service Professionals (Lexington, KY)10/10/2023Classroom17/31/2024
Behavioral Guidance During Market Volatility-Class - C25577LifeSociety of Financial Service Professionals (Lexington, KY)6/13/2023Classroom17/31/2024
Conversations That Light The Way-Classroom - C25573Life and HealthSociety of Financial Service Professionals (Lexington, KY)4/16/2023Classroom17/31/2024
Fiduciary Update 2023 & Secure Act 2.0 - C25535LifeSociety of Financial Service Professionals (Lexington, KY)3/25/2023Classroom17/31/2024
ProbateCourt:InformationEveryPlannerShouldKnow-Cla - C25301LifeSociety of Financial Service Professionals (Lexington, KY)2/18/2023Classroom17/31/2024
Social Security Review & Update -Classroom - C25147Life and HealthSociety of Financial Service Professionals (Lexington, KY)1/11/2023Classroom17/31/2024
Tax-Efficient Retirement Planning Webinar - C80685LifeSociety of Financial Service Professionals (Lexington, KY)10/14/2022Classroom17/31/2024
Annuity Suitability&Best Interest Standard:1HrTrai - C20651Annuity SuitabilityKaplan6/28/2022Correspondence17/31/2022
Annuity Suitability&Best Interest Standard:4HrsTr - C20649Annuity SuitabilityKaplan6/13/2022Correspondence47/31/2022
Asset Allocation in Variable Annuities, 2nd Ed - C69490Life and HealthKaplan6/6/2022Correspondence27/31/2022
LTC and Partnership Program 4 Hr Refresher Course - C15898Long Term Care Partnership ActKaplan5/18/2022Correspondence47/31/2022
Ethics for the Insurance Professional,5th Edition - C20755EthicsKaplan5/7/2022Correspondence37/31/2022
Retirement Trends & Fiducuary Updates Webinar - C20600LifeSociety of Financial Service Professionals (Lexington, KY)2/8/2022Classroom17/31/2022
Understanding Social Security Choices to Better Advise Clients - C19728LifeSociety of Financial Service Professionals (Lexington, KY)11/9/2021Classroom17/31/2022
Cash Flow and Net Worth During Retirement(Webinar) - C19670LifeSociety of Financial Service Professionals (Lexington, KY)10/12/2021Classroom17/31/2022
Changes for HNW Ind Proposed Tax - C15267Life and HealthSociety of Financial Service Professionals (Lexington, KY)6/8/2021Classroom17/31/2022
NAHU Washington Update 2021 - C27905Life and HealthCentral Kentucky Association of Health Underwriters2/10/2021Classroom17/31/2022
Benefits Mod. and Voluntary Benefits - C24101Life and HealthCentral Kentucky Association of Health Underwriters2/10/2021Classroom17/31/2022
Fiduciary Regulation in 2021 and Beyond - C10128LifeSociety of Financial Service Professionals (Lexington, KY)2/9/2021Classroom17/31/2022
Making Retirement more Efficient - C24526LifeSociety of Financial Service Professionals (Lexington, KY)11/17/2020Classroom17/31/2022

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