DEPARTMENT OF INSURANCE

Agent Licensing - Continuing Education Information

Name	Carlson, Daryl Rolland	DOIID	320146	NAIC NPN	257680

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. Carryover	Corr Hours	Total Carryover hours	Total CE Hours	Compliant This Period
10/31/2027	0	No	0	Yes	0	0	N/A	12	0	12	12	No
10/31/2025	3	Yes	27	Yes	6	1	N/A	6	29	12	42	Yes
10/31/2023	3	Yes	43	Yes	12	6	N/A	0	40	12	58	Yes
10/31/2021	3	Yes	56	Yes	12	14	N/A	0	45	12	71	Yes
10/31/2019	7	Yes	77	Yes	12	25	N/A	0	59	12	96	Yes
10/31/2017	3	Yes	58	Yes	12	20	N/A	0	41	12	73	Yes
10/31/2015	5	Yes	40	Yes	12	21	N/A	0	24	12	57	Yes
10/31/2013	3	Yes	43	Yes	3	30	N/A	0	16	3	49	Yes
10/31/2011	3	Yes	12	Yes	12	12	N/A	0	3	12	27	Yes
10/31/2009	3	Yes	38	Yes	12	41	N/A	0	0	12	53	Yes
6/30/2006	4	Yes	59	Yes	1	51	Yes	0	12	1	64	Yes
6/30/2004	2	Yes	11	Yes	12	11	Yes	0	2	12	25	Yes

Course #	Course Concentration	KY Provider Name	Completion Date	Method of Instruction	Credit Hours	Compliance Date
HEALTHCARE PRIORITIES POST ELECTION - C100777	Life	Central Kentucky Association of Health Underwriters	2/17/2025	Classroom	1	10/31/2025
Critical Decisions For Retirement Planning - C25909	Life and Health	WebCE, Inc	8/29/2024	Correspondence	5	10/31/2025
Medicare Coordination with Employer Health Plans - C20936	Life and Health	WebCE, Inc	8/29/2024	Correspondence	4	10/31/2025
Health Reimbursement Arrangements: QSEHRAs,ICHRAs, - C21802	Life and Health	WebCE, Inc	8/29/2024	Correspondence	3	10/31/2025
Social Security Strategies - C69502	Life and Health	WebCE, Inc	8/28/2024	Correspondence	5	10/31/2025
Medicare, Medicaid and Medicare Supplements - C31517	Health	WebCE, Inc	8/28/2024	Correspondence	9	10/31/2025
Ethics for Producers: Cases and Comments - C69357	Ethics	WebCE, Inc	8/27/2024	Correspondence	3	10/31/2025
NAHU Advances Self Funding Course - C94243	Life, Health, Property & Casualty	National Association of Benefits and Insurance Professionals	10/4/2023	Correspondence	5	10/31/2023
2023 CKAHU Symposium Part 1-Classroom - C25140	Life and Health	Central Kentucky Association of Health Underwriters	3/7/2023	Classroom	3	10/31/2023
Developing a Client- Centered Code - C93837	Ethics	WebCE, Inc	12/27/2022	Correspondence	3	10/31/2023
Long Term Care 4-Hour Training - C02813	Long Term Care Partnership Act	WebCE, Inc	8/27/2022	Correspondence	4	10/31/2023
Health Savings Accounts - C07599	Life and Health	WebCE, Inc	8/27/2022	Correspondence	3	10/31/2023
Health Reimbursement Arrangements: QSEHRAs,ICHRAs, - C21802	Life and Health	WebCE, Inc	8/27/2022	Correspondence	3	10/31/2023
Financial Planning for Today''s Consumer - C14608	Life and Health	WebCE, Inc	8/26/2022	Correspondence	12	10/31/2023
IRA Rollovers - C34636	Life and Health	WebCE, Inc	8/26/2022	Correspondence	6	10/31/2023
Medicare Coordination with Employer Health Plans - C20936	Life and Health	WebCE, Inc	8/26/2022	Correspondence	4	10/31/2023
CKAHU Symposium 2022-Part1 - C80135	Life and Health	Central Kentucky Association of Health Underwriters	5/10/2022	Classroom	3	10/31/2023
2021 CKAHU Symposium Day 2 (Webinar) - C13545	Life and Health	Central Kentucky Association of Health Underwriters	6/9/2021	Classroom	4	10/31/2021
2021 CKAHU Symposium Day 1 Webinar - C12873	Life and Health	Central Kentucky Association of Health Underwriters	6/8/2021	Classroom	3	10/31/2021
2021 Legislative Update and Outcomes (Webinar) - C11870	Life and Health	Central Kentucky Association of Health Underwriters	4/14/2021	Classroom	1	10/31/2021
NAHU Washington Update - C24814	Health	National Association of Benefits and Insurance Professionals Kentucky Chapter	1/20/2021	Classroom	1	10/31/2021
Ethical Dilemmas... Making the Right Choices - C67796	Ethics	Professional Training Associates, Inc.	12/15/2020	Classroom	3	10/31/2021
Major League Mindset - C24264	Life and Health	Central Kentucky Association of Health Underwriters	11/18/2020	Classroom	1	10/31/2021
Medicare, 3rd Edition - C92735	Health	Kaplan	10/13/2020	Correspondence	2	10/31/2021
Health Savings Accounts, 3rd Ed - C11314	Life and Health	Kaplan	10/13/2020	Correspondence	4	10/31/2021
Business Cont. Training Crs. 3rd Ed. - C09482	Life and Health	Kaplan	10/11/2020	Correspondence	8	10/31/2021
Advanced: Plamnning for Sr. Needs, 4th Edition - C77164	Life and Health	Kaplan	10/10/2020	Correspondence	11	10/31/2021
FINANCIAL PLANNING PROCESS, 10 EDITION - C18468	Life and Health	Kaplan	10/9/2020	Correspondence	20	10/31/2021
HR Technology Landscape Webinar - C23406	Life and Health	Unum Corporation c/o A.D. Banker & Company, LLC	8/25/2020	Classroom	1	10/31/2021