DEPARTMENT OF INSURANCE

Agent Licensing - Continuing Education Information

Name	Metzger, Lisa F	DOIID	884098	NAIC NPN	17657397

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: 10/31/2025

CE Compliance Date	Ethics Hours	Ethics Complete	LOA Hours	LOA Complete	Class Carryover	Class Hours Biennium	Class Complete	Corr Hours	Total Carryover hours	Total CE Hours	Compliant This Period
10/31/2027	0	No	0	Yes	0	0	N/A	0	0	0	No
10/31/2025	0	No	6	Yes	3	0	N/A	6	3	9	No
10/31/2023	3	Yes	24	Yes	0	15	N/A	12	0	27	Yes
10/31/2021	3	Yes	21	Yes	0	0	N/A	24	0	24	Yes
10/31/2019	6	Yes	18	Yes	0	0	N/A	24	0	24	Yes
10/31/2017	3	Yes	21	Yes	0	0	N/A	24	0	24	Yes

Course #	Course Concentration	KY Provider Name	Completion Date	Method of Instruction	Credit Hours	Compliance Date
2025 Medicare Advantage & Part D Plan Training - C26931	Life and Health	America's Health Insurance Plan (AHIP)	6/27/2024	Correspondence	6	10/31/2025
2024 Medicare Advantage & Part D Plan Training - C25601	Life and Health	America's Health Insurance Plan (AHIP)	7/25/2023	Correspondence	6	10/31/2023
EstatePlanningTechniques:UnderstandingTrust,BuySel - C24981	Life and Health	Kaplan	6/23/2023	Classroom	4	10/31/2023
Ethics and Insurance Fraud,2nd Edition Webinar - C25002	Ethics	Kaplan	6/16/2023	Classroom	3	10/31/2023
UnderstandingIRAs-ProductsDistributions&Stategies - C24984	Life and Health	Kaplan	6/8/2023	Classroom	4	10/31/2023
Retirement Planning Strategies,1st Ed. Rev. Web - C24997	Life and Health	Kaplan	6/6/2023	Classroom	4	10/31/2023
2023 Medicare Advantage & Part D Plan Training - C23814	Life and Health	America's Health Insurance Plan (AHIP)	7/8/2022	Correspondence	6	10/31/2023
Anti-Money Laundering: Applying the Rules - C14962	Life and Health	Kaplan	8/5/2021	Correspondence	1	10/31/2021
2022 Medicare Advantage & Part D Plan Training - C12413	Life and Health	America's Health Insurance Plan (AHIP)	7/14/2021	Correspondence	6	10/31/2021
Ethics for the Insurance Professional 4th Edition - C99134	Ethics	Kaplan	4/21/2021	Correspondence	3	10/31/2021
Medicare, 3rd Edition - C92735	Health	Kaplan	4/21/2021	Correspondence	2	10/31/2021
2021 Medicare Advantage & Part D Plan Training - C23039	Life and Health	America's Health Insurance Plan (AHIP)	7/15/2020	Correspondence	6	10/31/2021
2020 Medicare Advantage & Part D Plan Training - C19325	Life and Health	America's Health Insurance Plan (AHIP)	4/8/2020	Correspondence	6	10/31/2021