PUBLIC PROTECTION
CABINET
DEPARTMENT OF INSURANCE
Agent Licensing - Continuing Education Information
NameWheeler, Carolyn B BardwellDOIID347426NAIC NPN7190271
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
12/31/20270No0Yes00N/A0000No
12/31/20250No0Yes01N/A1012No
12/31/20233Yes15Yes07N/A711725Yes
12/31/20216Yes24Yes07N/A123131Yes
12/31/20194Yes13Yes00N/A817825Yes
12/31/20173Yes22Yes05N/A720732Yes
12/31/20155Yes24Yes210N/A019231Yes
12/31/20133Yes11Yes610N/A641226Yes
12/31/20114Yes24Yes126N/A0221240Yes
12/31/20095Yes50Yes544N/A5231077Yes
6/30/20067Yes21Yes611Yes017634Yes
6/30/20043Yes15Yes1210Yes081230Yes
Course #Course ConcentrationKY Provider NameCompletion DateMethod of InstructionCredit HoursCompliance Date
Fiduciary Update & Guide To DOL-Classroom - C26757General Insurance PrinciplesSociety of Financial Service Professionals (Lexington, KY)3/12/2024Classroom112/31/2025
Annuity Suitability and Best Interest Standards - C20776Annuity SuitabilityWebCE, Inc11/26/2023Correspondence412/31/2023
4-Hour Long Term Care Review - C97411Long Term Care Partnership ActWebCE, Inc11/7/2023Correspondence412/31/2023
Ethics and Seniors:Understanding the Mature Market - C13648EthicsWebCE, Inc9/10/2023Correspondence312/31/2023
Behavioral Guidance During Market Volatility-Class - C25577LifeSociety of Financial Service Professionals (Lexington, KY)6/13/2023Classroom112/31/2023
Fiduciary Update 2023 & Secure Act 2.0 - C25535LifeSociety of Financial Service Professionals (Lexington, KY)3/25/2023Classroom112/31/2023
ProbateCourt:InformationEveryPlannerShouldKnow-Cla - C25301LifeSociety of Financial Service Professionals (Lexington, KY)2/18/2023Classroom112/31/2023
Conversation Every Family Should Have -Classroom - C24724Life and HealthSociety of Financial Service Professionals (Lexington, KY)11/8/2022Classroom112/31/2023
Tax-Efficient Retirement Planning Webinar - C80685LifeSociety of Financial Service Professionals (Lexington, KY)10/14/2022Classroom112/31/2023
Longevity Conundrum to Retirement-Classroom - C80336Life and HealthSociety of Financial Service Professionals (Lexington, KY)6/14/2022Classroom112/31/2023
Conversations That Light the Way-Classroom - C80265Life and HealthSociety of Financial Service Professionals (Lexington, KY)5/10/2022Classroom112/31/2023
Senior Needs Planning - C02693Life and HealthWebCE, Inc11/28/2021Correspondence1312/31/2021
4-Hour Long Term Care Review - C97411Long Term Care Partnership ActWebCE, Inc11/26/2021Correspondence412/31/2021
Maximizing Integrity/Ethics Decisions with Seniors - C61760EthicsWebCE, Inc11/2/2021Correspondence612/31/2021
Cash Flow and Net Worth During Retirement(Webinar) - C19670LifeSociety of Financial Service Professionals (Lexington, KY)10/12/2021Classroom112/31/2021
Suitability in Annuity Transactions - C18399Life / VariableSociety of Financial Service Professionals (Lexington, KY)9/14/2021Classroom112/31/2021
Family First (Webinar) - C12507LifeSociety of Financial Service Professionals (Lexington, KY)5/11/2021Classroom112/31/2021
Getting to Know Medicare - C10783Life and HealthSociety of Financial Service Professionals (Lexington, KY)3/9/2021Classroom112/31/2021
Special Needs for Children(Webinar) - C27820LifeSociety of Financial Service Professionals (Lexington, KY)1/12/2021Classroom112/31/2021
Making Retirement more Efficient - C24526LifeSociety of Financial Service Professionals (Lexington, KY)11/17/2020Classroom112/31/2021
IRA Distributions Past and Pre Secure - C24347LifeSociety of Financial Service Professionals (Lexington, KY)10/20/2020Classroom112/31/2021

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