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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 Carryover
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
0
N/A
12
0
12
12
No
6/30/2025
0
No
24
Yes
0
3
N/A
12
24
12
39
No
6/30/2023
4
Yes
30
Yes
0
0
N/A
2
34
2
36
Yes
6/30/2021
3
Yes
12
Yes
0
1
N/A
10
15
10
26
Yes
6/30/2019
3
Yes
19
Yes
0
1
N/A
12
21
12
34
Yes
6/30/2017
4
Yes
54
Yes
0
3
N/A
0
55
0
58
Yes
Course #
Course Concentration
KY Provider Name
Completion Date
Method of Instruction
Credit Hours
Compliance Date
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
Principles Of Tax Planning For Financial Advisor-C - C26057
General Insurance Principles
FPA of Greater Cincinnati
8/24/2023
Classroom
1
6/30/2025
AnAdvisorGuideToTheNew20%Pass-ThroughDeduction-Cla - C26055
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
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