DEPARTMENT OF INSURANCE

Agent Licensing - Continuing Education Information

Name	Morgan, James	DOIID	394026	NAIC NPN	2427202

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 Date	Ethics Hours	Ethics Complete	LOA Hours	LOA Complete	Class Hours Biennium	Class Complete	Corr Hours	Total CE Hours	Compliant This Period
10/31/2027	0	No	0	Yes	0	N/A	0	0	No
10/31/2025	0	No	5	Yes	1	N/A	4	5	No
10/31/2023	3	Yes	21	Yes	0	N/A	24	24	Yes
10/31/2021	13	Yes	11	Yes	0	N/A	24	24	Yes
10/31/2019	5	Yes	19	Yes	0	N/A	24	24	Yes

Course #	Course Concentration	KY Provider Name	Completion Date	Method of Instruction	Credit Hours	Compliance Date
Managing Risks in Retirement-Webinar - C23559	Life and Health	Pacific Life Insurance Company c/o Quest CE	7/17/2024	Classroom	1	10/31/2025
Registered Index-Linked Annuities - C21614	Life and Health	RegEd, Inc.	11/4/2023	Correspondence	4	10/31/2025
Recommending Annuties Under the New NAIC Best Inst - C23810	Annuity Suitability	RegEd, Inc.	8/19/2023	Correspondence	1	10/31/2023
Life Insurance & the Peace of Mind it Offers - C04525	Life	RegEd, Inc.	8/19/2023	Correspondence	3	10/31/2023
Fixed Annuities - C06073	Life	RegEd, Inc.	8/13/2023	Correspondence	3	10/31/2023
Annuities In Your Client''s Portfolio - C76993	Life / Variable	RegEd, Inc.	8/7/2023	Correspondence	3	10/31/2023
Term Insurance - C53531	Life and Health	RegEd, Inc.	7/27/2023	Correspondence	3	10/31/2023
LTC Req-LTC-4hr Train Req - C04852	Long Term Care Partnership Act	RegEd, Inc.	4/1/2023	Correspondence	4	10/31/2023
Registered Index-Linked Annuities - C21614	Life and Health	RegEd, Inc.	11/10/2022	Correspondence	4	10/31/2023
Working With and Protecting Older Clients, 2nd ED. - C19246	Ethics	RegEd, Inc.	12/2/2021	Correspondence	3	10/31/2023
Diversification: A Strategy for Asset Pro & Growth - C54635	Life / Variable	RegEd, Inc.	10/14/2021	Correspondence	4	10/31/2021
Ethical Issues in the Financial Services Industry - C67521	Ethics	RegEd, Inc.	9/3/2021	Correspondence	5	10/31/2021
Ethics IV: Case Studies in Ethics for Retail Sales - C44765	Ethics	RegEd, Inc.	9/3/2021	Correspondence	5	10/31/2021
Recommending Annuities Under The NAIC Best Interes - C23811	Annuity Suitability	RegEd, Inc.	8/9/2021	Correspondence	5	10/31/2021
Advanced Variable Annuities - C31056	Life	RegEd, Inc.	11/24/2019	Correspondence	2	10/31/2021
Working With and Protecting Older Clients, 2nd ED. - C19246	Ethics	RegEd, Inc.	11/14/2019	Correspondence	3	10/31/2021