PUBLIC PROTECTION
CABINET
DEPARTMENT OF INSURANCE
Agent Licensing - Continuing Education Information
NameMarshall, Valerie DOIID960791NAIC NPN18479201
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: 5/31/2025
CE Compliance DateEthics HoursEthics CompleteLOA HoursLOA CompleteClass CarryoverClass Hours BienniumClass CompleteCorr. CarryoverCorr HoursTotal Carryover hoursTotal CE HoursCompliant
This
Period
5/31/20270No0Yes00N/A1201212No
5/31/20259Yes23Yes01N/A10311042Yes
5/31/20233Yes19Yes06N/A12161234Yes
5/31/202110Yes41Yes04N/A747758Yes
5/31/20193Yes28Yes04N/A027031Yes
Course #Course ConcentrationKY Provider NameCompletion DateMethod of InstructionCredit HoursCompliance Date
Financial Planning and Ethics (Ethic Section) - C94292EthicsSigco, Inc. dba Pohs Institute6/25/2024Correspondence65/31/2025
Financial Planning and Ethics - C94294Life and HealthSigco, Inc. dba Pohs Institute6/25/2024Correspondence185/31/2025
Elder Care Planning-Classroom - C26539LifeSociety of Financial Service Professionals (Lexington, KY)2/6/2024Classroom15/31/2025
A Walk Through the Ethical Insurance Practice - C09133EthicsRegEd, Inc.12/19/2023Correspondence35/31/2025
LTC Req-LTC-4hr Train Req - C04852Long Term Care Partnership ActRegEd, Inc.8/1/2023Correspondence45/31/2025
Conversations That Light The Way-Classroom - C25573Life and HealthSociety of Financial Service Professionals (Lexington, KY)4/16/2023Classroom15/31/2023
Non-Qualified Deferred Compensation - C53500LifeRegEd, Inc.4/4/2023Correspondence85/31/2023
ProbateCourt:InformationEveryPlannerShouldKnow-Cla - C25301LifeSociety of Financial Service Professionals (Lexington, KY)2/18/2023Classroom15/31/2023
Social Security Review & Update -Classroom - C25147Life and HealthSociety of Financial Service Professionals (Lexington, KY)1/11/2023Classroom15/31/2023
Ethics for Insurance Professionals - C97871EthicsRegEd, Inc.1/6/2023Correspondence35/31/2023
Conversation Every Family Should Have -Classroom - C24724Life and HealthSociety of Financial Service Professionals (Lexington, KY)11/8/2022Classroom15/31/2023
Federal Tax Update (Webinar) - C20896LifeSociety of Financial Service Professionals (Lexington, KY)1/11/2022Classroom15/31/2023
Understanding Social Security Choices to Better Advise Clients - C19728LifeSociety of Financial Service Professionals (Lexington, KY)11/9/2021Classroom15/31/2023
Recommending Annuities Under The NAIC Best Interes - C23811Annuity SuitabilityRegEd, Inc.8/9/2021Correspondence55/31/2023
Life Insurance & the Peace of Mind it Offers - C04525LifeRegEd, Inc.5/10/2021Correspondence35/31/2021
Annuities In Your Client''s Portfolio - C76993Life / VariableRegEd, Inc.4/28/2021Correspondence35/31/2021
Estate Plnng for Generations; Baby Boomers/Gen X - C01462LifeRegEd, Inc.4/12/2021Correspondence25/31/2021
LTC Req-LTC-4hr Train Req - C04852Long Term Care Partnership ActRegEd, Inc.4/9/2021Correspondence45/31/2021
A Walk Through the Ethical Insurance Practice - C09133EthicsRegEd, Inc.4/5/2021Correspondence35/31/2021
Life Insurance Provisions - C97654LifeRegEd, Inc.3/15/2021Correspondence35/31/2021
Long-Term Care:In-Depth View, Kentucky 2nd Edition - C95329Long Term Care Partnership ActRegEd, Inc.10/14/2020Correspondence85/31/2021
Expect Unexpected: A Guide to Long-Term Care (4HR) - C99441Long Term Care Partnership ActRegEd, Inc.9/24/2020Correspondence45/31/2021
403(b) Plans-Employees of Non-Profit Organizations - C03634Life and HealthRegEd, Inc.7/3/2020Correspondence35/31/2021
Fiduciary Update - C22108Life and HealthSociety of Financial Service Professionals (Lexington, KY)3/10/2020Classroom15/31/2021
Late Life Asset Protection and Planning - C21485Life and HealthSociety of Financial Service Professionals (Lexington, KY)2/11/2020Classroom15/31/2021
Trusts as Alternatives to Wills - C21310LifeSociety of Financial Service Professionals (Lexington, KY)1/14/2020Classroom15/31/2021
AN OVERVIEW OF DEFERRED VARIABLE ANNUITIES - C13447Life / VariableRegEd, Inc.1/3/2020Correspondence25/31/2021
Ins Ethics: Walking a Sometimes Invisible Line - C63267EthicsRegEd, Inc.12/27/2019Correspondence45/31/2021
Basic Background for Needs Selling - C53452Life and HealthRegEd, Inc.12/27/2019Correspondence25/31/2021
College Savings Planning for Your Child's Future - C63260LifeRegEd, Inc.12/20/2019Correspondence15/31/2021
Advanced Variable Annuities - C31056LifeRegEd, Inc.11/26/2019Correspondence25/31/2021
Working With and Protecting Older Clients, 2nd ED. - C19246EthicsRegEd, Inc.11/25/2019Correspondence35/31/2021
Opprotunities in Retirement Crisis - C21185LifeSociety of Financial Service Professionals (Lexington, KY)11/12/2019Classroom15/31/2021

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