DEPARTMENT OF INSURANCE

Agent Licensing - Continuing Education Information

Name	Poole, Eric Robert	DOIID	849616	NAIC NPN	17355833

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: 6/30/2025

CE Compliance Date	Ethics Hours	Ethics Complete	LOA Hours	LOA Complete	Class Hours Biennium	Class Complete	Corr. Carryover	Corr Hours	Total Carryover hours	Total CE Hours	Compliant This Period
6/30/2027	0	No	0	Yes	0	N/A	12	0	12	12	No
6/30/2025	3	Yes	24	Yes	3	N/A	12	27	12	42	Yes
6/30/2023	4	Yes	30	Yes	0	N/A	2	34	2	36	Yes
6/30/2021	3	Yes	12	Yes	1	N/A	10	15	10	26	Yes
6/30/2019	3	Yes	19	Yes	1	N/A	12	21	12	34	Yes
6/30/2017	4	Yes	54	Yes	3	N/A	0	55	0	58	Yes

Course #	Course Concentration	KY Provider Name	Completion Date	Method of Instruction	Credit Hours	Compliance Date
Ethics for Insurance Professionals - C97871	Ethics	RegEd, Inc.	4/8/2025	Correspondence	3	6/30/2025
The Advisor''s Guide to 401(k) Plans - C68256	Annuities and Securities	Broker Educational Sales and Training	4/29/2024	Correspondence	12	6/30/2025
Uncovering Social Security Secrets - C19810	Life and Health	Affordable-Success-FirstChoice-ClienTell CE	10/10/2023	Correspondence	12	6/30/2025
AnAdvisorGuideToTheNew20%Pass-ThroughDeduction-Cla - C26055	General Insurance Principles	FPA of Greater Cincinnati	8/24/2023	Classroom	1	6/30/2025
Principles Of Tax Planning For Financial Advisor-C - C26057	General Insurance Principles	FPA of Greater Cincinnati	8/24/2023	Classroom	1	6/30/2025
EstatePlanningForIncomeTaxesMaximizingStep-UpIn-Cl - C26056	General Insurance Principles	FPA of Greater Cincinnati	8/24/2023	Classroom	1	6/30/2025
Small Business Retirement Plans & EthicalPractices - C20669	Life	Broker Educational Sales and Training	6/8/2023	Correspondence	12	6/30/2023
Small BusinessRetirementPlansEthicPracticeETHICS - C20671	Ethics	Broker Educational Sales and Training	6/8/2023	Correspondence	4	6/30/2023
Recommending Annuities Under The NAIC Best Interes - C23811	Annuity Suitability	RegEd, Inc.	6/27/2022	Correspondence	5	6/30/2023
The Advisors Guide To Retirement Planning - C56849	Life	Broker Educational Sales and Training	3/31/2022	Correspondence	12	6/30/2023
Recommending Annuties Under the New NAIC Best Inst - C23810	Annuity Suitability	RegEd, Inc.	1/4/2022	Correspondence	1	6/30/2023
Applying Behavioral Finance In your Financial Prac - C15628	General Insurance Principles	FPA of Greater Cincinnati	6/25/2021	Classroom	1	6/30/2021
Ethical Decision Making - C14266	Ethics	RegEd, Inc.	4/8/2021	Correspondence	3	6/30/2021
The Advisors Guide To Retirement Planning - C56849	Life	Broker Educational Sales and Training	10/16/2019	Correspondence	12	6/30/2021