DEPARTMENT OF INSURANCE
Agent Licensing - Continuing Education Information
NameWheeler, Terry AlexanderDOIID337289NAIC NPN692713
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
9/30/20260No0Yes00N/A5055No
9/30/20246Yes22Yes00N/A128129Yes
9/30/20223Yes21Yes00N/A124125Yes
9/30/20204Yes20Yes00N/A124125Yes
9/30/20184Yes17Yes00N/A025025Yes
9/30/20163Yes20Yes00N/A123124Yes
9/30/201410Yes10Yes00N/A124125Yes
9/30/201213Yes12Yes00N/A025025Yes
9/30/20104Yes20Yes08N/A016024Yes
9/30/20084Yes17Yes321Yes00324Yes
6/30/20064Yes12Yes324Yes00327Yes
6/30/20042Yes24Yes124Yes02127Yes
Course #Course ConcentrationKY Provider NameCompletion DateMethod of InstructionCredit HoursCompliance Date
Financial Planning and Ethics - C94294Life and HealthSigco, Inc. dba Pohs Institute6/27/2024Correspondence189/30/2024
Financial Planning and Ethics (Ethic Section) - C94292EthicsSigco, Inc. dba Pohs Institute6/27/2024Correspondence69/30/2024
LTC Req-LTC-4hr Train Req - C04852Long Term Care Partnership ActRegEd, Inc.12/14/2022Correspondence49/30/2024
A Look At Advanced Variable Annuities - C67933LifeRegEd, Inc.7/25/2022Correspondence49/30/2022
Diversification: A Strategy for Asset Pro & Growth - C54635Life / VariableRegEd, Inc.7/25/2022Correspondence49/30/2022
Advanced Variable Annuities, 2nd Edition - C10561Life and HealthRegEd, Inc.7/25/2022Correspondence39/30/2022
Suitability Issues of Mutual Funds - C53527Life and HealthRegEd, Inc.7/25/2022Correspondence29/30/2022
Retirement Solutions - C06993LifeRegEd, Inc.7/25/2022Correspondence49/30/2022
Varieties of Permanent Life Insurance - C94558Life and HealthRegEd, Inc.7/12/2022Correspondence49/30/2022
Diversity,Inclusion,&the Eliminstion of Bias-Ins - C22796EthicsRegEd, Inc.7/7/2022Correspondence39/30/2022
Estate Planning - C18022Life and HealthRegEd, Inc.7/30/2020Correspondence29/30/2020
An Overview of Term and Permanent Life Insurance - C53447Life and HealthRegEd, Inc.7/30/2020Correspondence49/30/2020
Indexed Annuities - C08655LifeRegEd, Inc.7/30/2020Correspondence49/30/2020
Ethics: Do Not Harm - C96816EthicsRegEd, Inc.7/30/2020Correspondence49/30/2020
Estate Plnng for Generations; Baby Boomers/Gen X - C01462LifeRegEd, Inc.7/30/2020Correspondence29/30/2020
Long-Term Care:In-Depth View, Kentucky 2nd Edition - C95329Long Term Care Partnership ActRegEd, Inc.7/1/2020Correspondence89/30/2020

© Commonwealth of Kentucky. All rights reserved.