DEPARTMENT OF INSURANCE

Agent Licensing - Continuing Education Information

Name	Willen, Joshua A	DOIID	701589	NAIC NPN	13365566

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: 10/31/2025

CE Compliance Date	Ethics Hours	Ethics Complete	LOA Hours	LOA Complete	Class Complete	Corr. Carryover	Corr Hours	Total Carryover hours	Total CE Hours	Compliant This Period
10/31/2025	0	No	0	Yes	N/A	1	0	1	1	No
10/31/2023	11	Yes	14	Yes	N/A	0	25	0	25	Yes
10/31/2021	12	Yes	11	Yes	N/A	1	23	1	24	Yes
10/31/2019	17	Yes	8	Yes	N/A	0	25	0	25	Yes
10/31/2017	6	Yes	17	Yes	N/A	1	23	1	24	Yes
10/31/2015	3	Yes	21	Yes	N/A	1	24	1	25	Yes
10/31/2013	4	Yes	18	Yes	N/A	3	22	3	25	Yes
10/31/2011	3	Yes	24	Yes	N/A	0	27	0	27	Yes

Course #	Course Concentration	KY Provider Name	Completion Date	Method of Instruction	Credit Hours	Compliance Date
FinancialExploitationofSr''s:WhyInsAgentsShouldCare - C80105	Ethics	Kaplan	12/12/2023	Correspondence	2	10/31/2023
Recommending Annuties Under the New NAIC Best Inst - C23810	Annuity Suitability	RegEd, Inc.	5/25/2023	Correspondence	1	10/31/2023
Variable Annuities, 2nd Edition - C12310	Annuities and Securities	RegEd, Inc.	5/25/2023	Correspondence	5	10/31/2023
Diversification: A Strategy for Asset Pro & Growth - C54635	Life / Variable	RegEd, Inc.	5/23/2023	Correspondence	4	10/31/2023
Understanding Variable Annuities:Functions,Benefit - C63203	Life / Variable	RegEd, Inc.	5/23/2023	Correspondence	4	10/31/2023
Unethical Behavior - Opportunities Abound - C03113	Ethics	RegEd, Inc.	5/23/2023	Correspondence	4	10/31/2023
Ethical Issues in the Financial Services Industry - C67521	Ethics	RegEd, Inc.	5/22/2023	Correspondence	5	10/31/2023
Know Your Customer & Variable Annuities FINRA2330 - C94749	Life	Kaplan	8/27/2021	Correspondence	3	10/31/2021
Annuity Suitblty:4hr Training Course 2ED - C39107	Annuity Suitability	Kaplan	8/20/2021	Correspondence	4	10/31/2021
Anti-Money Laundering Laws & Practices - C03557	Life and Health	Kaplan	8/20/2021	Correspondence	4	10/31/2021
Ethical Practices - C61788	Ethics	Kaplan	8/19/2021	Correspondence	12	10/31/2021