PUBLIC PROTECTION
CABINET
DEPARTMENT OF INSURANCE
Agent Licensing - Continuing Education Information
NameSearcy, Morris AlanDOIID377031NAIC NPN7203277
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:
CE Compliance DateEthics HoursEthics CompleteLOA HoursLOA CompleteClass CarryoverClass Hours BienniumClass CompleteCorr. CarryoverCorr HoursTotal Carryover hoursTotal CE HoursCompliant
This
Period
8/31/20250No0Yes00N/A6066No
8/31/20233Yes15Yes01N/A12171230Yes
8/31/20213Yes21Yes00N/A12241236Yes
8/31/20193Yes31Yes00N/A234236Yes
8/31/20174Yes10Yes00N/A12141226Yes
8/31/20159Yes16Yes01N/A12241237Yes
8/31/20139Yes27Yes01N/A035036Yes
8/31/20115Yes7Yes01N/A12111224Yes
8/31/200915Yes18Yes32N/A231538Yes
6/30/20066Yes17Yes411Yes212629Yes
6/30/20042Yes27Yes115Yes014130Yes
Course #Course ConcentrationKY Provider NameCompletion DateMethod of InstructionCredit HoursCompliance Date
Test Your Savvy:Overcoming Bias in the Ins.Industr - C80266EthicsRegEd, Inc.6/21/2023Correspondence28/31/2023
Ethical..Annuities Money in Motion Webinar - C24041EthicsPacific Life Insurance Company c/o Quest CE6/14/2023Classroom18/31/2023
Guide to Retirement Planning Strategies - C94002LifeBroker Educational Sales and Training11/2/2022Correspondence148/31/2023
Recommending Annuties Under the New NAIC Best Inst - C23810Annuity SuitabilityRegEd, Inc.12/27/2021Correspondence18/31/2023
Financial Planning Principles & Processes - C00804LifeRegEd, Inc.4/23/2020Correspondence98/31/2021
A Walk Through the Ethical Insurance Practice - C09133EthicsRegEd, Inc.4/22/2020Correspondence38/31/2021
Retirement Planning - C17194Life and HealthBroker Educational Sales and Training4/15/2020Correspondence128/31/2021
Retirement Income Planning - C94560Life and HealthRegEd, Inc.5/8/2019Correspondence88/31/2019
Retirement Solutions - C06993LifeRegEd, Inc.5/7/2019Correspondence48/31/2019
Retirement Planning For Women - C94559Life and HealthRegEd, Inc.5/7/2019Correspondence58/31/2019
Collateralized Mortgage Obligations - C53460LifeRegEd, Inc.5/6/2019Correspondence38/31/2019
Certificates of Deposit - C53458Life and HealthRegEd, Inc.5/6/2019Correspondence48/31/2019
Helping Individuals Save for Retirement - C07158LifeRegEd, Inc.5/6/2019Correspondence38/31/2019
Ethical Decision Making - C14266EthicsRegEd, Inc.8/27/2018Correspondence38/31/2019
LTC Req-LTC-4hr Train Req - C04852Long Term Care Partnership ActRegEd, Inc.7/27/2018Correspondence48/31/2019
Unethical Behavior - Opportunities Abound - C03113EthicsRegEd, Inc.4/25/2017Correspondence48/31/2017
Suitability Issues of Mutual Funds - C53527Life and HealthRegEd, Inc.4/25/2017Correspondence28/31/2017
Long Term Care Partnership 8 Hour Training Course - C99472Long Term Care Partnership ActQuest Continuing Education Solutions7/22/2016Correspondence88/31/2017
The Current Tax Landscape & Planning - C18195LifePutnam Retail Management10/9/2014Classroom18/31/2015
Principles of Asset Allocation - C60869LifeQuest Continuing Education Solutions6/19/2014Correspondence38/31/2015
Understanding IRAs - C67926LifeQuest Continuing Education Solutions10/30/2013Correspondence128/31/2015
A Professional's Guide to Ethical Decision Making - C44722EthicsQuest Continuing Education Solutions9/17/2013Correspondence98/31/2015
The Truth About Variable Annuities - C44723Life and HealthQuest Continuing Education Solutions6/24/2013Correspondence78/31/2013
A Professional's Guide to Ethical Decision Making - C44722EthicsQuest Continuing Education Solutions6/18/2013Correspondence98/31/2013
Annuities Essentials - C52027LifeQuest Continuing Education Solutions6/4/2013Correspondence158/31/2013
NAIC Suitability in Annuity Transactions Model Reg - C07658Annuity SuitabilityRegEd, Inc.4/10/2012Correspondence48/31/2013
The 9 Most Important IRA Conversations Today - C09987LifeQuest Continuing Education Solutions10/13/2011Classroom18/31/2013
A Walk Through the Ethical Insurance Practice - C09133EthicsRegEd, Inc.7/5/2011Correspondence38/31/2011
Social Security: 12 Keys to Optimizing Benefits - C04593Life / VariableAllianz Life Insurance Company of North America10/29/2010Classroom18/31/2011
Ethic Paradox: When Taking 2nd Place Means You Win - C61660EthicsRegEd, Inc.9/7/2010Correspondence28/31/2011
Preventing & Detecting Money Laundering - 2nd Ed - C37580LifeRegEd, Inc.7/22/2010Correspondence28/31/2011
Diversification: A Strategy for Asset Pro & Growth - C54635Life / VariableRegEd, Inc.11/9/2009Correspondence48/31/2011
Adv Concepts in Anti-Money Laundering Comp - C53435LifeRegEd, Inc.7/22/2009Correspondence38/31/2009
Replacements, 1035 Exchanges, & Mut Fund Switches - C37680LifeRegEd, Inc.7/22/2009Correspondence38/31/2009
Ethical Issues in the Financial Services Industry - C67521EthicsRegEd, Inc.10/31/2008Correspondence58/31/2009
Ethics: A Personal & Professional Code of Conduct - C51877EthicsAffordable-Success-FirstChoice-ClienTell CE6/19/2008Correspondence108/31/2009
Untying the Contract Structure Knot - C40632Life and HealthAffordable-Success-FirstChoice-ClienTell CE3/20/2008Classroom18/31/2009
Equity Indexed Annuities - C65865LifeWebCE, Inc6/26/2007Correspondence108/31/2009
Living Benefits for Today's Investor - C58099Life and HealthPacific Life Insurance Company c/o Quest CE10/27/2006Classroom18/31/2009
IRA Mistakes and Opportunities - C59372Life / VariableWood Logan Academy2/17/2006Classroom16/30/2006
Contractual Provisions - C39547Life and HealthWood Logan Academy2/17/2006Classroom26/30/2006
Protecting IRA Income - C54017LifeWood Logan Academy2/17/2006Classroom16/30/2006
Ethics & Insurance - C58859EthicsCapital Resources Corporation12/6/2005Classroom66/30/2006
An Overview of Insurance Products - C53446Life and HealthRegEd, Inc.4/27/2005Correspondence126/30/2006
Successful Annuity Contract Structuring (1 cr) - C44224Life / VariableVoya Retirement Insurance and Annuity Company c/o RegEd3/31/2005Classroom16/30/2006

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