PUBLIC PROTECTION
CABINET
DEPARTMENT OF INSURANCE
Agent Licensing - Continuing Education Information
NameMontgomery, Latheresa FarrisDOIID781650NAIC NPN8478466
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 DateEthics HoursEthics CompleteLOA HoursLOA CompleteClass CarryoverClass Hours BienniumClass CompleteCorr. CarryoverCorr HoursTotal Carryover hoursTotal CE HoursCompliant
This
Period
5/31/20260No0Yes00N/A1201212No
5/31/20243Yes20Yes00N/A12241236Yes
5/31/20223Yes21Yes00N/A12241236Yes
5/31/20207Yes26Yes00N/A12331245Yes
5/31/20183Yes21Yes00N/A12241236Yes
5/31/201617Yes18Yes00N/A235237Yes
5/31/20145Yes21Yes02N/A024026Yes
Course #Course ConcentrationKY Provider NameCompletion DateMethod of InstructionCredit HoursCompliance Date
Anti-Money Laundering:Frequently Asked Questions,2 - C19445General Insurance PrinciplesKaplan5/31/2024Correspondence15/31/2024
Introduction to Trusts: Case Studies, 3RD Edition - C93490Life and HealthKaplan5/24/2024Correspondence45/31/2024
Asset Allocation in Variable Annuities, 2nd Ed - C69490Life and HealthKaplan5/17/2024Correspondence25/31/2024
Annuity Concepts - C61765Life and HealthKaplan5/15/2024Correspondence75/31/2024
Anti-Money Laundering: Back to Basics - C26553Life and HealthKaplan5/14/2024Correspondence35/31/2024
Annuity Suitability&Best Interest Standard:4HrsTr - C20649Annuity SuitabilityKaplan5/13/2024Correspondence45/31/2024
Ethical Insurance Producer 2nd Edition - C24620EthicsKaplan4/30/2024Correspondence35/31/2024
Understanding IRA''s, 5th Edition - C14397LifeKaplan5/19/2022Correspondence65/31/2022
Annuity Concepts - C61765Life and HealthKaplan5/16/2022Correspondence75/31/2022
Ethical Practices, 3rd Edition - C21630EthicsKaplan5/12/2022Correspondence35/31/2022
Annuities for Today's Investor - C61843LifeKaplan5/12/2022Correspondence55/31/2022
AML Best Practices for the Life Ins Ind - 2nd Ed - C05505LifeKaplan5/5/2022Correspondence35/31/2022

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