PUBLIC PROTECTION
CABINET
DEPARTMENT OF INSURANCE
Agent Licensing - Continuing Education Information
NamePortman, Patrick DanielDOIID903845NAIC NPN17824633
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: 3/31/2027
CE Compliance DateEthics HoursEthics CompleteLOA HoursLOA CompleteClass CarryoverClass Hours BienniumClass CompleteCorr. CarryoverCorr HoursTotal Carryover hoursTotal CE HoursCompliant
This
Period
3/31/20290No0Yes00N/A1201212No
3/31/20274Yes24Yes00N/A12281240Yes
3/31/20253Yes15Yes00N/A12351247Yes
3/31/20233Yes32Yes00N/A12351247Yes
3/31/20213Yes47Yes00N/A750757Yes
3/31/20195Yes26Yes01N/A030031Yes
3/31/20173Yes21Yes00N/A024024Yes
Course #Course ConcentrationKY Provider NameCompletion DateMethod of InstructionCredit HoursCompliance Date
Retirement Planning - Options for All Ages - C04524Life, Health, Property & CasualtyRegEd, Inc.9/22/2026Correspondence33/31/2027
Fixed Annuities - C06073LifeRegEd, Inc.9/22/2026Correspondence33/31/2027
Helping Individuals Save for Retirement - C07158LifeRegEd, Inc.9/22/2026Correspondence33/31/2027
RETIREMENT PLANNING FOR SENIORS: HELPING OUR CLIENTS TAKE CHARGE 2ND EDITION - C100794LifeRegEd, Inc.9/22/2026Correspondence43/31/2027
Retirement Solutions - C06993LifeRegEd, Inc.9/21/2026Correspondence43/31/2027
Test Your Savvy: Working with Senior Clients - C25890EthicsRegEd, Inc.9/21/2026Correspondence43/31/2027
Medicare Coverage Choice At Retirement - C26265Life and HealthRegEd, Inc.9/21/2026Correspondence33/31/2027
LTC Req-LTC-4hr Train Req - C04852Long Term Care Partnership ActRegEd, Inc.1/13/2026Correspondence43/31/2027
EthicalIssuesInTheFinancialServicesIndustry,2ndEdi - C26760EthicsRegEd, Inc.2/6/2025Correspondence33/31/2025
Legacy Planning - C08721LifeRegEd, Inc.9/24/2024Correspondence53/31/2025
An Overview of Business Insurance - C53441Life and HealthRegEd, Inc.9/24/2024Correspondence53/31/2025
Medicare Planning - C16726General Insurance PrinciplesRegEd, Inc.9/24/2024Correspondence53/31/2025
Retirement Planning For Women - C94559Life and HealthRegEd, Inc.9/24/2024Correspondence53/31/2025
Understanding Medicare - C16717General Insurance PrinciplesRegEd, Inc.9/20/2024Correspondence123/31/2025
Working With and Protecting Older Clients, 2nd ED. - C19246EthicsRegEd, Inc.1/17/2023Correspondence33/31/2023
Insurance Needs of Millennials - C18073Life, Health, Property & CasualtyRegEd, Inc.9/21/2022Correspondence63/31/2023
Estate Planning: Worth Another Look - C17141LifeRegEd, Inc.9/21/2022Correspondence53/31/2023
Retirement Planning for Seniors:Helping Our Client - C63300LifeRegEd, Inc.9/20/2022Correspondence73/31/2023
Retirement Income Planning - C94560Life and HealthRegEd, Inc.9/20/2022Correspondence83/31/2023
The Psychology of Financial Planning - C23706Life and HealthRegEd, Inc.9/19/2022Correspondence53/31/2023
Recommending Annuties Under the New NAIC Best Inst - C23810Annuity SuitabilityRegEd, Inc.6/21/2022Correspondence13/31/2023

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