DEPARTMENT OF INSURANCE
Agent Licensing - Continuing Education Information
NamePotter, Brandon ChristopherDOIID746218NAIC NPN16132923
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: 7/31/2025
CE Compliance DateEthics HoursEthics CompleteLOA HoursLOA CompleteClass CarryoverClass Hours BienniumClass CompleteCorr. CarryoverCorr HoursTotal Carryover hoursTotal CE HoursCompliant
This
Period
7/31/20270No0Yes00N/A1201212No
7/31/202512Yes56Yes00N/A12681280Yes
7/31/20233Yes27Yes00N/A730737Yes
7/31/20218Yes19Yes02N/A425431Yes
7/31/201912Yes13Yes01N/A324328Yes
7/31/201712Yes14Yes01N/A125127Yes
7/31/201512Yes12Yes00N/A124125Yes
7/31/20133Yes22Yes04N/A021025Yes
Course #Course ConcentrationKY Provider NameCompletion DateMethod of InstructionCredit HoursCompliance Date
Agents&Advisory Key to Annuities&Ethical Conduct - C23666Life and HealthAffordable-Success-FirstChoice-ClienTell CE8/23/2024Correspondence187/31/2025
Agents Ethical Considerations&Consumer Suitability - C23700EthicsAffordable-Success-FirstChoice-ClienTell CE8/23/2024Correspondence67/31/2025
FINANCIAL PLANNING PROCESS, 10 EDITION - C18468Life and HealthKaplan5/2/2024Correspondence207/31/2025
Financial Strategies, DOL Updates & Ethics - C12160Life and HealthSigco, Inc. dba Pohs Institute10/26/2023Correspondence187/31/2025
Financial Strategies,DOL updates&Ethics-EthicsOnly - C12161EthicsSigco, Inc. dba Pohs Institute10/26/2023Correspondence67/31/2025
Senior Needs Planning,6th Edition - C19357Life and HealthKaplan4/12/2022Correspondence87/31/2023
Estate Planning Concepts 13th Ed - C11611Life and HealthKaplan2/23/2022Correspondence147/31/2023
Ethical Practices, 3rd Edition - C21630EthicsKaplan2/16/2022Correspondence37/31/2023
Wells Fargo Annunity Best Interest 4-hour Training - C20644Annuity SuitabilityKaplan2/16/2022Correspondence47/31/2023
Annuity Suitability&Best Interest Standard:1HrTrai - C20651Annuity SuitabilityKaplan1/11/2022Correspondence17/31/2023
Business Cont. Training Crs. 3rd Ed. - C09482Life and HealthKaplan6/25/2020Correspondence87/31/2021
The Ethical Insurance Producer - C53197EthicsKaplan6/24/2020Correspondence57/31/2021
Guaranteed Income for Positive Retirement Outcomes - C92750Life and HealthPrudential Annuities Life Assurance Corporation2/19/2020Classroom17/31/2021
The Advisors Guide to Annuities and Ethical Practi - C92602LifeBroker Educational Sales and Training12/5/2019Correspondence97/31/2021
The Advisors Guide to Annuities & Ethical Prac-Eth - C92603EthicsBroker Educational Sales and Training12/5/2019Correspondence37/31/2021
Suitability of Annuities I - C19607LifeBroker Educational Sales and Training12/5/2019Classroom17/31/2021

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