DEPARTMENT OF INSURANCE

Agent Licensing - Continuing Education Information

Name	Verhalen, Patricia Diane	DOIID	587687	NAIC NPN	8042432

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 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
2/29/2028	0	No	0	Yes	0	0	N/A	12	0	12	12	No
2/28/2026	4	Yes	0	Yes	0	0	N/A	12	25	12	37	Yes
2/29/2024	3	Yes	15	Yes	0	4	N/A	12	34	12	50	Yes
2/28/2022	3	Yes	52	Yes	0	0	N/A	12	59	12	71	Yes
2/29/2020	3	Yes	56	Yes	0	0	N/A	12	59	12	71	Yes
2/28/2018	3	Yes	48	Yes	0	0	N/A	12	51	12	63	Yes
2/29/2016	5	Yes	19	Yes	0	0	N/A	12	24	12	36	Yes
2/28/2014	4	Yes	35	Yes	9	2	N/A	3	37	12	51	Yes
2/29/2012	9	Yes	33	Yes	7	14	N/A	4	28	11	53	Yes
2/28/2010	4	Yes	19	Yes	12	7	N/A	0	16	12	35	Yes
6/30/2008	4	Yes	58	Yes	3	62	Yes	0	0	3	65	Yes
6/30/2006	3	Yes	24	Yes	0	15	Yes	0	12	0	27	Yes

Course #	Course Concentration	KY Provider Name	Completion Date	Method of Instruction	Credit Hours	Compliance Date
Ethical Practice Standards for Today''s Producer - C02695	Ethics	WebCE, Inc	2/6/2026	Correspondence	4	2/28/2026
DontAskYourNeighbor!LearnTheFactsAboutSocialSecuri - C25754	General Insurance Principles	Quest Continuing Education Solutions	12/7/2024	Correspondence	21	2/28/2026
Developing a Client- Centered Code - C93837	Ethics	WebCE, Inc	2/27/2024	Correspondence	3	2/29/2024
Elder Care Planning-Classroom - C26539	Life	Society of Financial Service Professionals (Lexington, KY)	2/6/2024	Classroom	1	2/29/2024
401(k) Plans - C20530	Life	WebCE, Inc	12/26/2023	Correspondence	5	2/29/2024
Critical Decisions For Retirement Planning - C25909	Life and Health	WebCE, Inc	12/26/2023	Correspondence	5	2/29/2024
Secure 2.0 Retirement Plan Updates-Classroom - C26306	Life	Society of Financial Service Professionals (Lexington, KY)	11/14/2023	Classroom	1	2/29/2024
SuccessionPlanning&SellingCloselyHeldBusiness - C26085	Life	Society of Financial Service Professionals (Lexington, KY)	9/12/2023	Classroom	1	2/29/2024
Social Security and Retirement Planning - C18413	General Insurance Principles	Quest Continuing Education Solutions	8/20/2023	Correspondence	20	2/29/2024
A World Of Possibilities With 529 Plans-Classroom - C25575	Life	Society of Financial Service Professionals (Lexington, KY)	5/13/2023	Classroom	1	2/29/2024
Recommending Annuties Under the New NAIC Best Inst - C23810	Annuity Suitability	RegEd, Inc.	6/21/2022	Correspondence	1	2/29/2024