DEPARTMENT OF INSURANCE

Agent Licensing - Continuing Education Information

Name	Clark, Charles Philip	DOIID	354597	NAIC NPN	532474

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 Date:

CE Compliance Date	Ethics Hours	Ethics Complete	LOA Complete	Life Hours	Life Complete	Class Carryover	Class Hours Biennium	Class Complete	Corr. Carryover	Corr Hours	Total Carryover hours	Total CE Hours	Compliant This Period
4/30/2029	0	No	No	0	No	0	0	N/A	0	0	0	0	No
4/30/2027	0	No	No	5	Yes	0	1	N/A	12	4	12	17	No
4/30/2025	4	Yes	No	7	Yes	0	0	N/A	12	32	12	44	No
4/30/2023	6	Yes	No	18	Yes	0	0	N/A	12	24	12	36	No
4/30/2021	6	Yes	No	48	Yes	0	0	N/A	12	54	12	66	No
4/30/2019	3	Yes	No	25	Yes	0	0	N/A	8	28	8	36	No
4/30/2017	3	Yes	No	28	Yes	0	0	N/A	1	31	1	32	No
4/30/2015	3	Yes	No	10	Yes	0	0	N/A	12	13	12	25	No
4/30/2013	3	Yes	No	43	Yes	2	1	N/A	0	45	2	48	No
4/30/2011	3	Yes	No	11	Yes	12	11	N/A	0	3	12	26	No
4/30/2009	3	Yes	No	50	Yes	0	55	N/A	0	3	0	58	No

Agent CE Compliance Date: 4/30/2027

CE Compliance Date	Ethics Hours	Ethics Complete	LOA Hours	LOA Complete	Class Carryover	Class Hours Biennium	Class Complete	Corr. Carryover	Corr Hours	Total Carryover hours	Total CE Hours	Compliant This Period
4/30/2029	0	No	0	Yes	0	0	N/A	0	0	0	0	No
4/30/2027	0	No	5	Yes	0	1	N/A	12	4	12	17	No
4/30/2025	4	Yes	7	Yes	0	0	N/A	12	32	12	44	Yes
4/30/2023	6	Yes	18	Yes	0	0	N/A	12	24	12	36	Yes
4/30/2021	6	Yes	48	Yes	0	0	N/A	12	54	12	66	Yes
4/30/2019	3	Yes	25	Yes	0	0	N/A	8	28	8	36	Yes
4/30/2017	3	Yes	28	Yes	0	0	N/A	1	31	1	32	Yes
4/30/2015	3	Yes	10	Yes	0	0	N/A	12	13	12	25	Yes
4/30/2013	3	Yes	43	Yes	2	1	N/A	0	45	2	48	Yes
4/30/2011	3	Yes	11	Yes	12	11	N/A	0	3	12	26	Yes
4/30/2009	3	Yes	55	Yes	0	55	N/A	0	3	0	58	Yes
6/30/2006	3	Yes	14	Yes	7	17	Yes	0	0	7	24	Yes
6/30/2004	6	Yes	19	Yes	0	19	Yes	0	12	0	31	Yes

Course #	Course Concentration	KY Provider Name	Completion Date	Method of Instruction	Credit Hours	Compliance Date
Wells Fargo Annunity Best Interest 4-hour Training - C20644	Annuity Suitability	Kaplan	11/28/2025	Correspondence	4	4/30/2027
TRUSTS AS BENEFICIARIES OF LIFE INSURANCE & QUALIFIES ANNUITIES (WEBINAR) - C101151	Life	Pacific Life Insurance Company c/o Quest CE	10/15/2025	Classroom	1	4/30/2027
Art and Science of Retirement Planning - C20635	General Insurance Principles	Quest Continuing Education Solutions	3/7/2024	Correspondence	21	4/30/2025
Senior Market Sales Ethics - C54136	Ethics	WebCE, Inc	12/23/2023	Correspondence	4	4/30/2025
Variable Annuities - C68886	Life and Health	WebCE, Inc	12/23/2023	Correspondence	7	4/30/2025
Agents&Advisory Key to Annuities&Ethical Conduct - C23666	Life and Health	Affordable-Success-FirstChoice-ClienTell CE	2/23/2023	Correspondence	18	4/30/2023
Agents Ethical Considerations&Consumer Suitability - C23700	Ethics	Affordable-Success-FirstChoice-ClienTell CE	2/23/2023	Correspondence	6	4/30/2023