DEPARTMENT OF INSURANCE

Agent Licensing - Continuing Education Information

Name	Simmerman, Steven L	DOIID	366040	NAIC NPN	7008219

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: 10/31/2024

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
10/31/2026	0	No	0	Yes	0	0	N/A	12	0	12	12	No
10/31/2024	6	Yes	18	Yes	0	0	N/A	12	24	12	36	Yes
10/31/2022	12	Yes	83	Yes	12	0	N/A	0	95	12	107	Yes
10/31/2020	4	Yes	41	Yes	12	36	N/A	0	24	12	72	Yes
10/31/2018	6	Yes	20	Yes	12	22	N/A	0	4	12	38	Yes
10/31/2016	6	Yes	40	Yes	6	22	N/A	0	24	6	52	Yes
10/31/2014	4	Yes	6	Yes	4	16	N/A	0	10	4	30	Yes
10/31/2012	3	Yes	6	Yes	0	18	N/A	3	7	3	28	Yes
10/31/2010	4	Yes	11	Yes	12	0	N/A	0	15	12	27	Yes
10/31/2008	4	Yes	35	Yes	12	21	Yes	0	26	12	59	Yes
6/30/2006	6	Yes	18	Yes	10	21	Yes	2	12	12	45	Yes
6/30/2004	2	Yes	19	Yes	5	17	Yes	7	12	12	41	Yes

Course #	Course Concentration	KY Provider Name	Completion Date	Method of Instruction	Credit Hours	Compliance Date
Financial Strategies,DOL updates&Ethics-EthicsOnly - C12161	Ethics	Sigco, Inc. dba Pohs Institute	2/16/2023	Correspondence	6	10/31/2024
Financial Strategies, DOL Updates & Ethics - C12160	Life and Health	Sigco, Inc. dba Pohs Institute	2/16/2023	Correspondence	18	10/31/2024
Financial Planning and Ethics (Ethic Section) - C94292	Ethics	Sigco, Inc. dba Pohs Institute	10/20/2022	Correspondence	6	10/31/2022
Financial Planning and Ethics - C94294	Life and Health	Sigco, Inc. dba Pohs Institute	10/20/2022	Correspondence	18	10/31/2022
Principles of Life/Health Insu&Ethics (EthicsOnly) - C12163	Ethics	Sigco, Inc. dba Pohs Institute	9/15/2022	Correspondence	6	10/31/2022
Principles of Life and Health Insurance & Ethics - C12164	Life and Health	Sigco, Inc. dba Pohs Institute	9/15/2022	Correspondence	18	10/31/2022
Recommending Annuties Under the New NAIC Best Inst - C23810	Annuity Suitability	RegEd, Inc.	5/16/2022	Correspondence	1	10/31/2022
The Advisors Guide To Retirement Planning - C56849	Life	Broker Educational Sales and Training	4/19/2022	Correspondence	12	10/31/2022
Recommending Annuities Under The NAIC Best Interes - C23811	Annuity Suitability	RegEd, Inc.	8/11/2021	Correspondence	5	10/31/2022
Retirment Income Distribution Planning - C09250	Life and Health	Affordable-Success-FirstChoice-ClienTell CE	6/7/2021	Correspondence	17	10/31/2022
Uncovering Social Security Secrets - C19810	Life and Health	Affordable-Success-FirstChoice-ClienTell CE	11/20/2020	Correspondence	12	10/31/2022
Planning For Lifes Big Moments - C23117	Life and Health	Fidelity Institutional Investments c/o RegEd,Inc.	9/30/2020	Classroom	1	10/31/2020
The Advisors Guide To Retirement Planning - C56849	Life	Broker Educational Sales and Training	6/25/2020	Correspondence	12	10/31/2020
2019 UK Income Tax Seminar - C20938	General Insurance Principles	University of Kentucky Ag Economics	11/26/2019	Classroom	15	10/31/2020
2019 UK Income Tax Seminar - Ethics - C20942	Ethics	University of Kentucky Ag Economics	11/26/2019	Classroom	2	10/31/2020
Uncovering Social Security Secrets (Classroom) - C20790	Life and Health	Affordable-Success-FirstChoice-ClienTell CE	2/1/2019	Classroom	1	10/31/2020
Uncovering Social Security Secrets - C19810	Life and Health	Affordable-Success-FirstChoice-ClienTell CE	2/1/2019	Correspondence	12	10/31/2020
2018 UK Income Tax Seminar Ethics - C14308	Ethics	University of Kentucky Ag Economics	11/20/2018	Classroom	2	10/31/2020
2018 UK INcome Tax Seminar - C14307	Life and Health	University of Kentucky Ag Economics	11/20/2018	Classroom	15	10/31/2020