PUBLIC PROTECTION
CABINET
DEPARTMENT OF INSURANCE
Agent Licensing - Continuing Education Information
NameVerhalen, Patricia DianeDOIID587687NAIC NPN8042432
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: 2/28/2026
CE Compliance DateEthics HoursEthics CompleteLOA HoursLOA CompleteClass CarryoverClass Hours BienniumClass CompleteCorr. CarryoverCorr HoursTotal Carryover hoursTotal CE HoursCompliant
This
Period
2/29/20280No0Yes00N/A9099No
2/28/20260No0Yes00N/A12211233No
2/29/20243Yes15Yes04N/A12341250Yes
2/28/20223Yes52Yes00N/A12591271Yes
2/29/20203Yes56Yes00N/A12591271Yes
2/28/20183Yes48Yes00N/A12511263Yes
2/29/20165Yes19Yes00N/A12241236Yes
2/28/20144Yes35Yes92N/A3371251Yes
2/29/20129Yes33Yes714N/A4281153Yes
2/28/20104Yes19Yes127N/A0161235Yes
6/30/20084Yes58Yes362Yes00365Yes
6/30/20063Yes24Yes015Yes012027Yes
Course #Course ConcentrationKY Provider NameCompletion DateMethod of InstructionCredit HoursCompliance Date
DontAskYourNeighbor!LearnTheFactsAboutSocialSecuri - C25754General Insurance PrinciplesQuest Continuing Education Solutions12/7/2024Correspondence212/28/2026
Developing a Client- Centered Code - C93837EthicsWebCE, Inc2/27/2024Correspondence32/29/2024
Elder Care Planning-Classroom - C26539LifeSociety of Financial Service Professionals (Lexington, KY)2/6/2024Classroom12/29/2024
Critical Decisions For Retirement Planning - C25909Life and HealthWebCE, Inc12/26/2023Correspondence52/29/2024
401(k) Plans - C20530LifeWebCE, Inc12/26/2023Correspondence52/29/2024
Secure 2.0 Retirement Plan Updates-Classroom - C26306LifeSociety of Financial Service Professionals (Lexington, KY)11/14/2023Classroom12/29/2024
SuccessionPlanning&SellingCloselyHeldBusiness - C26085LifeSociety of Financial Service Professionals (Lexington, KY)9/12/2023Classroom12/29/2024
Social Security and Retirement Planning - C18413General Insurance PrinciplesQuest Continuing Education Solutions8/20/2023Correspondence202/29/2024
A World Of Possibilities With 529 Plans-Classroom - C25575LifeSociety of Financial Service Professionals (Lexington, KY)5/13/2023Classroom12/29/2024
Recommending Annuties Under the New NAIC Best Inst - C23810Annuity SuitabilityRegEd, Inc.6/21/2022Correspondence12/29/2024
Overview of Retirement Planning - C99696LifeRegEd, Inc.2/19/2022Correspondence42/28/2022
Legacy Planning - C08721LifeRegEd, Inc.2/19/2022Correspondence52/28/2022
Financial Planning Principles & Processes - C00804LifeRegEd, Inc.2/19/2022Correspondence92/28/2022
Guiding Clients Through Difficult Markets - C43413General Insurance PrinciplesRegEd, Inc.2/19/2022Correspondence42/28/2022
Expect Unexpected: A Guide to Long-Term Care (4HR) - C99441Long Term Care Partnership ActRegEd, Inc.2/19/2022Correspondence42/28/2022
A Walk Through the Ethical Insurance Practice - C09133EthicsRegEd, Inc.2/19/2022Correspondence32/28/2022
Retirment Income Distribution Planning - C09250Life and HealthAffordable-Success-FirstChoice-ClienTell CE1/29/2021Correspondence172/28/2022
Var, Indexed, Fixed Annuities, Living Ben & 2821 - C79590Life and HealthAffordable-Success-FirstChoice-ClienTell CE5/21/2020Correspondence132/28/2022

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