DEPARTMENT OF INSURANCE

Agent Licensing - Continuing Education Information

Name	Morgeson, Lori A	DOIID	954483	NAIC NPN	16915897

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: 3/31/2026

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
3/31/2028	0	No	0	Yes	0	0	N/A	0	0	0	0	No
3/31/2026	0	No	3	Yes	7	3	N/A	0	0	7	10	No
3/31/2024	3	Yes	14	Yes	7	24	N/A	0	0	7	31	Yes
3/31/2022	3	Yes	25	Yes	0	29	N/A	2	0	2	31	Yes
3/31/2020	3	Yes	23	Yes	0	9	N/A	0	17	0	26	Yes

Course #	Course Concentration	KY Provider Name	Completion Date	Method of Instruction	Credit Hours	Compliance Date
Underwriting Basics - C26850	Health	Anthem Blue Cross & Blue Shield	9/18/2024	Classroom	1	3/31/2026
Overview of HRA,HSA Basics - C69335	Life and Health	Anthem Blue Cross & Blue Shield	7/31/2024	Classroom	1	3/31/2026
Elevating Awareness of Disability Insurance to the - C69332	Life and Health	Anthem Blue Cross & Blue Shield	4/17/2024	Classroom	1	3/31/2026
Management Protection-Classroom - C25716	Property and Casualty	National Underwriter Company, The	2/22/2024	Classroom	2	3/31/2024
Cyber Liability-Classroom - C80625	General Insurance Principles	National Underwriter Company, The	2/22/2024	Classroom	1	3/31/2024
2023 Fall Forum -Morning - C26052	Health	National Association of Benefits and Insurance Professionals Kentucky Chapter	9/18/2023	Classroom	3	3/31/2024
2023 Fall Forum -Afternoon - C26053	Health	National Association of Benefits and Insurance Professionals Kentucky Chapter	9/18/2023	Classroom	3	3/31/2024
On-Demand Healthcare - C65991	Life and Health	Anthem Blue Cross & Blue Shield	8/16/2023	Classroom	1	3/31/2024
Deep Dive into Group Disability Ins 1HR - C80348	Life	American United Life Insurance Company - Indiv Marketing	8/10/2023	Classroom	1	3/31/2024
2023 Virtual Road Show -Webinar - C25883	Property and Casualty	Big I Kentucky	8/3/2023	Classroom	4	3/31/2024
Dental Plans, Providers & Payments - C77589	Health	Anthem Blue Cross & Blue Shield	7/19/2023	Classroom	1	3/31/2024
Vision Insurance : More than Windows to Your Soul - C69336	Life and Health	Anthem Blue Cross & Blue Shield	6/21/2023	Classroom	1	3/31/2024
Health and Wellness the Millennial Way - C77776	Life and Health	Anthem Blue Cross & Blue Shield	5/17/2023	Classroom	1	3/31/2024
Ethics;Decision Making Tools for Insurance Profess - C45320	Ethics	Paul Davis Restoration/Signature Professionals	3/23/2023	Classroom	3	3/31/2024
DENTAL AND THE WHOLE BODY HEALTH CONNECTION - C57133	Life and Health	Anthem Blue Cross & Blue Shield	12/14/2022	Classroom	1	3/31/2024
Brand vs. Generic - C78770	Health	Anthem Blue Cross & Blue Shield	9/21/2022	Classroom	1	3/31/2024
Getting Well: Increasing Employee in Health Insura - C35843	Health	Anthem Blue Cross & Blue Shield	4/20/2022	Classroom	1	3/31/2024
Understanding the Value of Auditing Health Care(We - C21108	Life and Health	BMI Audit Services, LLC d/b/a BMI Audit Services	3/8/2022	Classroom	1	3/31/2022
Voluntary Group Life & Disability-Webinar - C11375	Life and Health	Hartford Life Ins - Group Benefits Division	9/29/2021	Classroom	1	3/31/2022
2021 Fall Forum - Afternoon - C17430	Health	National Association of Benefits and Insurance Professionals Kentucky Chapter	9/13/2021	Classroom	3	3/31/2022
2021 Fall Forum-Morning - C17431	Health	National Association of Benefits and Insurance Professionals Kentucky Chapter	9/13/2021	Classroom	3	3/31/2022
Telehealth Insurance-What''s the "Connection"? - C33128	Health	Anthem Blue Cross & Blue Shield	4/28/2021	Classroom	1	3/31/2022
ASO Stop Loss: Protecting Employers - C62095	Health	Anthem Blue Cross & Blue Shield	4/14/2021	Classroom	1	3/31/2022
Today''s Changing Health Care Marketplace - C77047	Health	Anthem Blue Cross & Blue Shield	3/31/2021	Classroom	1	3/31/2022
Understanding Group Life Products Taxation 1hr - C69211	Life and Health	American United Life Insurance Company - Indiv Marketing	3/4/2021	Classroom	1	3/31/2022
Integrated Health Care Benefits Strategy - C28250	General Insurance Principles	Anthem Blue Cross & Blue Shield	3/3/2021	Classroom	1	3/31/2022
Ethics-Walking A Straight Line - C93734	Ethics	Professional Training Associates, Inc.	11/10/2020	Classroom	3	3/31/2022
ASO (Administrative Services Only) 101 - C77201	Health	Anthem Blue Cross & Blue Shield	11/10/2020	Classroom	1	3/31/2022
Life Insurance...Benefits for the Living - C14465	Life	Professional Training Associates, Inc.	11/5/2020	Classroom	3	3/31/2022
Health Insurance Costs Reflect Medical Costs - C03996	Health	Anthem Blue Cross & Blue Shield	11/3/2020	Classroom	1	3/31/2022
Elevating Awareness of Disability Insurance to the - C69332	Life and Health	Anthem Blue Cross & Blue Shield	10/27/2020	Classroom	1	3/31/2022
Income After Retirement-Where Does The Money Come - C93049	Life and Health	Professional Training Associates, Inc.	9/22/2020	Classroom	3	3/31/2022
HR Technology Landscape Webinar - C23406	Life and Health	Unum Corporation c/o Success CE, Inc	8/25/2020	Classroom	1	3/31/2022
Health and Wellness the Millennial Way - C77776	Life and Health	Anthem Blue Cross & Blue Shield	5/21/2020	Classroom	1	3/31/2022
On-Demand Healthcare - C65991	Life and Health	Anthem Blue Cross & Blue Shield	5/14/2020	Classroom	1	3/31/2022
Realities of Consumer Health And Financial Fluency - C21704	Health	Anthem Blue Cross & Blue Shield	5/7/2020	Classroom	1	3/31/2022