DEPARTMENT OF INSURANCE
Agent Licensing - Continuing Education Information
NameSchriefer, Jeffrey CDOIID604131NAIC NPN8406899
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: 4/30/2026
CE Compliance DateEthics HoursEthics CompleteLOA HoursLOA CompleteClass CarryoverClass Hours BienniumClass CompleteCorr. CarryoverCorr HoursTotal Carryover hoursTotal CE HoursCompliant
This
Period
4/30/20280No0Yes00N/A0000No
4/30/20260No5Yes05N/A1201217No
4/30/20246Yes36Yes04N/A739750Yes
4/30/20229Yes10Yes210N/A1091231Yes
4/30/20203Yes30Yes212N/A10211245Yes
4/30/20183Yes30Yes014N/A319336Yes
4/30/20163Yes18Yes06N/A615627Yes
4/30/20143Yes26Yes03N/A126130Yes
4/30/20123Yes21Yes00N/A124125Yes
4/30/20103Yes22Yes03N/A022025Yes
6/30/20086Yes18Yes012Yes012024Yes
6/30/200612Yes12Yes012Yes012024Yes
Course #Course ConcentrationKY Provider NameCompletion DateMethod of InstructionCredit HoursCompliance Date
SOCIAL SECURITY PRESENTATION - C100180LifeSociety of Financial Service Professionals (Lexington, KY)8/27/2024Classroom44/30/2026
Medicare And Financial Planning-Classroom - C26924Life and HealthSociety of Financial Service Professionals (Lexington, KY)5/14/2024Classroom14/30/2026
Agents Ethical Considerations&Consumer Suitability - C23700EthicsAffordable-Success-FirstChoice-ClienTell CE4/18/2024Correspondence64/30/2024
Fiduciary Update & Guide To DOL-Classroom - C26757General Insurance PrinciplesSociety of Financial Service Professionals (Lexington, KY)3/12/2024Classroom14/30/2024
Active Retirement Lifestyle - C24707Life and HealthAffordable-Success-FirstChoice-ClienTell CE1/29/2024Correspondence204/30/2024
Var, Indexed, Fixed Annuities, Living Ben & 2821 - C79590Life and HealthAffordable-Success-FirstChoice-ClienTell CE1/27/2024Correspondence134/30/2024
Secure 2.0 Retirement Plan Updates-Classroom - C26306LifeSociety of Financial Service Professionals (Lexington, KY)11/14/2023Classroom14/30/2024
Behavioral Guidance During Market Volatility-Class - C25577LifeSociety of Financial Service Professionals (Lexington, KY)6/13/2023Classroom14/30/2024
Tax-Efficient Retirement Planning Webinar - C80685LifeSociety of Financial Service Professionals (Lexington, KY)10/14/2022Classroom14/30/2024
Ethics In The Insurance Marketplace - C51869EthicsAffordable-Success-FirstChoice-ClienTell CE4/23/2022Correspondence94/30/2022
Fiduciary Regulation-Then and Now (Classroom) - C23570LifeSociety of Financial Service Professionals (Lexington, KY)4/12/2022Classroom14/30/2022
Retirement Trends & Fiducuary Updates Webinar - C20600LifeSociety of Financial Service Professionals (Lexington, KY)2/8/2022Classroom14/30/2022
Understanding Social Security Choices to Better Advise Clients - C19728LifeSociety of Financial Service Professionals (Lexington, KY)11/9/2021Classroom14/30/2022
Cash Flow and Net Worth During Retirement(Webinar) - C19670LifeSociety of Financial Service Professionals (Lexington, KY)10/12/2021Classroom14/30/2022
Suitability in Annuity Transactions - C18399Life / VariableSociety of Financial Service Professionals (Lexington, KY)9/14/2021Classroom14/30/2022
Family First (Webinar) - C12507LifeSociety of Financial Service Professionals (Lexington, KY)5/11/2021Classroom14/30/2022
Getting to Know Medicare - C10783Life and HealthSociety of Financial Service Professionals (Lexington, KY)3/9/2021Classroom14/30/2022
Fiduciary Regulation in 2021 and Beyond - C10128LifeSociety of Financial Service Professionals (Lexington, KY)2/9/2021Classroom14/30/2022
Special Needs for Children(Webinar) - C27820LifeSociety of Financial Service Professionals (Lexington, KY)1/12/2021Classroom14/30/2022
ILIT - Changing What was not to be Changed - C24346LifeSociety of Financial Service Professionals (Lexington, KY)9/15/2020Classroom14/30/2022

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