PUBLIC PROTECTION
CABINET
DEPARTMENT OF INSURANCE
Agent Licensing - Continuing Education Information
NameWharton, Steven PDOIID522828NAIC NPN7216774
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: 2/29/2028
CE Compliance DateEthics HoursEthics CompleteLOA HoursLOA CompleteClass CarryoverClass Hours BienniumClass CompleteCorr. CarryoverCorr HoursTotal Carryover hoursTotal CE HoursCompliant
This
Period
2/29/20280No0Yes70N/A0077No
2/28/20266Yes21Yes226N/A03231Yes
2/29/20247Yes19Yes026N/A00026Yes
2/28/20223Yes19Yes222N/A00224Yes
2/29/20203Yes21Yes224N/A00226Yes
2/28/20186Yes15Yes521N/A00526Yes
2/29/20163Yes24Yes227N/A00229Yes
2/28/20143Yes21Yes224N/A00226Yes
2/29/20123Yes18Yes521N/A00526Yes
2/28/20106Yes23Yes029N/A00029Yes
6/30/20083Yes21Yes024Yes00024Yes
6/30/20063Yes21Yes024Yes00024Yes
6/30/20046Yes18Yes020Yes04024Yes
Course #Course ConcentrationKY Provider NameCompletion DateMethod of InstructionCredit HoursCompliance Date
Medicare- Webinar - C12484HealthA.D. Banker & Company, LLC2/20/2026Classroom42/28/2026
Professional Liability- Webinar - C17872Property and CasualtyA.D. Banker & Company, LLC2/12/2026Classroom32/28/2026
P&C Risks and Catastrophes- Webinar - C12485Property and CasualtyA.D. Banker & Company, LLC2/12/2026Classroom42/28/2026
Cyber Liability- Webinar - C12469General Insurance PrinciplesA.D. Banker & Company, LLC2/3/2026Classroom22/28/2026
Planning for Retirement Needs-Webinar - C32915LifeA.D. Banker & Company, LLC1/30/2026Classroom42/28/2026
Superstorms- Superclaims- Webinar - C19991Property and CasualtyA.D. Banker & Company, LLC1/22/2026Classroom32/28/2026
ETHICS IN INSURANCE: PROTECTING CLIENT AND AGENCY WEBINAR - C101366EthicsBig I Kentucky1/15/2026Classroom32/28/2026
Ethics in Action- Webinar - C78107EthicsA.D. Banker & Company, LLC1/6/2026Classroom32/28/2026
E&O Roadmap to Policy Analysis -Part 1 - C23152Life, Health, Property & CasualtyBig I Kentucky3/28/2024Correspondence32/28/2026
Homeowners Endorsements-Webinar - C32947Personal LinesA.D. Banker & Company, LLC2/16/2024Classroom42/29/2024
Personal Auto Coverages & Claims-Webinar - C32948Personal LinesA.D. Banker & Company, LLC2/13/2024Classroom42/29/2024
Business Succession Planing- Webinar - C32913LifeA.D. Banker & Company, LLC12/21/2023Classroom42/29/2024
Anti- Money Laundering- Webinar - C12471EthicsA.D. Banker & Company, LLC12/14/2023Classroom42/29/2024
Superstorms- Superclaims- Webinar - C19991Property and CasualtyA.D. Banker & Company, LLC12/12/2023Classroom32/29/2024
Ethics, Diversity & Law-Webinar - C80380EthicsA.D. Banker & Company, LLC12/11/2023Classroom32/29/2024
Financial Planning Made Easy- Webinar - C32914LifeA.D. Banker & Company, LLC12/6/2023Classroom42/29/2024

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