DEPARTMENT OF INSURANCE

Agent Licensing - Continuing Education Information

Name	Louis, Patrick Fitzgerald	DOIID	981985	NAIC NPN	18675037

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: 4/30/2025

CE Compliance Date	Ethics Hours	Ethics Complete	LOA Hours	LOA Complete	Class Hours Biennium	Class Complete	Corr. Carryover	Corr Hours	Total Carryover hours	Total CE Hours	Compliant This Period
4/30/2027	0	No	0	Yes	0	N/A	12	0	12	12	No
4/30/2025	3	Yes	69	Yes	3	N/A	8	69	8	80	Yes
4/30/2023	4	Yes	28	Yes	0	N/A	0	32	0	32	Yes
4/30/2021	5	Yes	19	Yes	0	N/A	0	24	0	24	Yes
4/30/2019	3	Yes	21	Yes	0	N/A	0	24	0	24	Yes

Course #	Course Concentration	KY Provider Name	Completion Date	Method of Instruction	Credit Hours	Compliance Date
HS 355 Managing the Retirement Income Plan - C11486	Life and Health	American College, The	1/17/2025	Correspondence	21	4/30/2025
HS 355 Managing Retirement Income Plan - Ethics - C11562	Ethics	American College, The	1/17/2025	Classroom	3	4/30/2025
HS 354 Sources of Retirement Income - C66785	Life / Variable	American College, The	11/26/2024	Correspondence	12	4/30/2025
Retirement Plans for Small Businesses - C36470	Life and Health	Broker Educational Sales and Training	10/28/2024	Correspondence	12	4/30/2025
HS 353 Retirement Income Process, Strat., & Sol. - C99375	Life	American College, The	7/29/2024	Correspondence	12	4/30/2025
The Advisor''s Guide to Social Insurance Programs - C65706	Life	Broker Educational Sales and Training	2/12/2024	Correspondence	12	4/30/2025
Financial Planning for Today''s Consumer - C14608	Life and Health	WebCE, Inc	4/24/2023	Correspondence	12	4/30/2023
Distribution Planning - C07200	Life	WebCE, Inc	4/21/2023	Correspondence	12	4/30/2023
Ethics for the Ins Services Practitioner - C62621	Ethics	WebCE, Inc	4/19/2023	Correspondence	4	4/30/2023
Annuity Suitability&Best Interest Standard:4HrsTr - C20649	Annuity Suitability	Kaplan	8/3/2022	Correspondence	4	4/30/2023
Understanding IRA''s, 5th Edition - C14397	Life	Kaplan	3/26/2021	Correspondence	6	4/30/2021
Investing Retirement Assets, 4th Edition - C16843	Life and Health	Kaplan	3/25/2021	Correspondence	3	4/30/2021
Anti-Money Laundering Training Ins. Professionals - C10186	Life and Health	Kaplan	3/25/2021	Correspondence	2	4/30/2021
The Ethical Insurance Producer - C53197	Ethics	Kaplan	3/25/2021	Correspondence	5	4/30/2021
Anti-Money Laundering Laws & Practices - C03557	Life and Health	Kaplan	3/25/2021	Correspondence	4	4/30/2021
Annuity Suitblty:4hr Training Course 2ED - C39107	Annuity Suitability	Kaplan	4/22/2020	Correspondence	4	4/30/2021