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DEPARTMENT OF INSURANCE
Agent Licensing - Continuing Education Information
Name
Morgan, Brooks Marshal
DOIID
735930
NAIC NPN
15919425
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 by: Extension Date :
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
10/31/2027
0
No
0
Yes
0
0
N/A
7
0
7
7
No
10/31/2025
3
Yes
19
Yes
0
0
N/A
7
24
7
31
Yes
10/31/2023
6
Yes
13
Yes
0
0
N/A
12
19
12
31
Yes
10/31/2021
3
Yes
23
Yes
0
0
N/A
9
28
9
37
Yes
10/31/2019
3
Yes
30
Yes
0
2
N/A
0
31
0
33
Yes
10/31/2017
3
Yes
14
Yes
0
0
N/A
7
17
7
24
Yes
10/31/2015
3
Yes
24
Yes
0
0
N/A
4
27
4
31
Yes
10/31/2013
3
Yes
17
Yes
0
0
N/A
0
28
0
28
Yes
Course #
Course Concentration
KY Provider Name
Completion Date
Method of Instruction
Credit Hours
Compliance Date
Income Planning for Retirement - C64088
Life
Quest Continuing Education Solutions
3/11/2025
Correspondence
3
10/31/2025
Principles of Asset Allocation - C60869
Life
Quest Continuing Education Solutions
3/6/2025
Correspondence
3
10/31/2025
Ethics for the Financial Service Professionals - C93461
Ethics
Quest Continuing Education Solutions
2/14/2025
Correspondence
3
10/31/2025
Section 529 Plans - C44490
General Insurance Principles
Quest Continuing Education Solutions
2/11/2025
Correspondence
2
10/31/2025
Estate Planning - C13636
Life / Variable
Quest Continuing Education Solutions
2/7/2025
Correspondence
4
10/31/2025
401 (K)s and Qualified Plans - C15800
Life
Quest Continuing Education Solutions
2/7/2025
Correspondence
4
10/31/2025
Planning for Senior Needs - C11100
Life
Quest Continuing Education Solutions
1/3/2025
Correspondence
5
10/31/2025
Principles of Asset Allocation - C60869
Life
Quest Continuing Education Solutions
9/27/2023
Correspondence
3
10/31/2023
Income Planning for Retirement - C64088
Life
Quest Continuing Education Solutions
9/25/2023
Correspondence
3
10/31/2023
Advanced Asset Allocation Strategies - C13218
Life and Health
Quest Continuing Education Solutions
9/13/2023
Correspondence
3
10/31/2023
Ethics for the Financial Service Professionals - C93461
Ethics
Quest Continuing Education Solutions
6/28/2023
Correspondence
3
10/31/2023
Ethical Standards for Producers - C08627
Ethics
Quest Continuing Education Solutions
6/27/2023
Correspondence
3
10/31/2023
401 (K)s and Qualified Plans - C15800
Life
Quest Continuing Education Solutions
6/27/2023
Correspondence
4
10/31/2023
Income Planning for Retirement - C64088
Life
Quest Continuing Education Solutions
9/27/2021
Correspondence
3
10/31/2021
Understanding Annuities - C44489
Annuities and Securities
Quest Continuing Education Solutions
9/27/2021
Correspondence
2
10/31/2021
Principles of Asset Allocation - C60869
Life
Quest Continuing Education Solutions
9/24/2021
Correspondence
3
10/31/2021
Estate Planning - C13636
Life / Variable
Quest Continuing Education Solutions
9/24/2021
Correspondence
4
10/31/2021
Disablilty Insurance - C66075
Life and Health
Quest Continuing Education Solutions
9/24/2021
Correspondence
4
10/31/2021
Section 529 Plans - C44490
General Insurance Principles
Quest Continuing Education Solutions
9/23/2021
Correspondence
2
10/31/2021
Advanced Asset Allocation Strategies - C13218
Life and Health
Quest Continuing Education Solutions
9/22/2021
Correspondence
3
10/31/2021
401 (K)s and Qualified Plans - C15800
Life
Quest Continuing Education Solutions
9/21/2021
Correspondence
4
10/31/2021
Ethics for the Financial Service Professionals - C93461
Ethics
Quest Continuing Education Solutions
9/21/2021
Correspondence
3
10/31/2021
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