PUBLIC PROTECTION
CABINET
DEPARTMENT OF INSURANCE
Agent Licensing - Continuing Education Information
NameCox, William BrownDOIID324575NAIC NPN547774
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/A0000No
3/31/20273Yes1Yes121N/A031216No
3/31/202510Yes28Yes1224N/A0261262Yes
3/31/20239Yes54Yes523N/A7401275Yes
3/31/20216Yes33Yes017N/A022039Yes
3/31/20193Yes15Yes615N/A03624Yes
3/31/20176Yes15Yes917N/A04930Yes
3/31/20153Yes18Yes1217N/A041233Yes
3/31/20133Yes43Yes1235N/A0121259Yes
3/31/20114Yes69Yes1265N/A081285Yes
3/31/20094Yes67Yes1271N/A001283Yes
6/30/200613Yes105Yes12118Yes0012130Yes
6/30/20042Yes54Yes1235Yes0241271Yes
Course #Course ConcentrationKY Provider NameCompletion DateMethod of InstructionCredit HoursCompliance Date
Ethical Issues - Part I - C98461EthicsCommonwealth Schools of Insurance, Inc.4/22/2025Correspondence33/31/2027
LIFE INSURANCE FUNDING STRATEGIES - WEBINAR - C100650LifeMass Mutual Life Insurance Company4/9/2025Classroom13/31/2027
BUSINESS ENTITIES - WEBINAR - C100653LifeMass Mutual Life Insurance Company3/12/2025Classroom23/31/2025
SOCIAL SECURITY PRESENTATION - C100180LifeSociety of Financial Service Professionals (Lexington, KY)8/27/2024Classroom43/31/2025
2025Medicare,MedicareAdvantage+ComplianceRequireme - C27206Life and HealthNational Association of Benefits and Insurance Professionals8/21/2024Correspondence83/31/2025
CHANGES IN MEDICARE LEAD GENERATION COMPLIANCE - C100008EthicsCornerstone Senior Marketing LLC8/19/2024Classroom13/31/2025
Maximizing Wealth-Webinar - C27099LifeSociety of Financial Service Professionals (Lexington, KY)6/11/2024Classroom13/31/2025
Medicare And Financial Planning-Classroom - C26924Life and HealthSociety of Financial Service Professionals (Lexington, KY)5/14/2024Classroom13/31/2025
Ethical Issues in Insurance - C98460EthicsCommonwealth Schools of Insurance, Inc.4/24/2024Correspondence63/31/2025
Fiduciary Update & Guide To DOL-Classroom - C26757General Insurance PrinciplesSociety of Financial Service Professionals (Lexington, KY)3/12/2024Classroom13/31/2025
LTC Required Refresher Course - SS - C02395Long Term Care Partnership ActLTC Connection3/7/2024Correspondence43/31/2025
Social Security for Beginners - C15650General Insurance PrinciplesBenefit Plans of America2/21/2024Classroom33/31/2025
Elder Care Planning-Classroom - C26539LifeSociety of Financial Service Professionals (Lexington, KY)2/6/2024Classroom13/31/2025
Situational Social Security-Classroom - C26541Life and HealthSociety of Financial Service Professionals (Lexington, KY)1/16/2024Classroom13/31/2025
Secure 2.0 Retirement Plan Updates-Classroom - C26306LifeSociety of Financial Service Professionals (Lexington, KY)11/14/2023Classroom13/31/2025
Making Retirement More Efficient-Classroom - C26246Annuities and SecuritiesSociety of Financial Service Professionals (Lexington, KY)10/10/2023Classroom13/31/2025
SuccessionPlanning&SellingCloselyHeldBusiness - C26085LifeSociety of Financial Service Professionals (Lexington, KY)9/12/2023Classroom13/31/2025
2024Medicare,MedicareAdvantage+ComplianeRequiremen - C25947General Insurance PrinciplesNational Association of Benefits and Insurance Professionals8/6/2023Correspondence83/31/2025
2023 Medicare Summit-Ethics Classroom - C25824EthicsNational Association of Benefits and Insurance Professionals Kentucky Chapter7/19/2023Classroom33/31/2025
Behavioral Guidance During Market Volatility-Class - C25577LifeSociety of Financial Service Professionals (Lexington, KY)6/13/2023Classroom13/31/2025
BEHAVIORAL FINANCE - C15553Life and HealthFidelity Institutional Investments c/o RegEd,Inc.5/31/2023Classroom13/31/2025
Conversations That Light The Way-Classroom - C25573Life and HealthSociety of Financial Service Professionals (Lexington, KY)4/16/2023Classroom13/31/2025
Fiduciary Update 2023 & Secure Act 2.0 - C25535LifeSociety of Financial Service Professionals (Lexington, KY)3/25/2023Classroom13/31/2023
ProbateCourt:InformationEveryPlannerShouldKnow-Cla - C25301LifeSociety of Financial Service Professionals (Lexington, KY)2/18/2023Classroom13/31/2023
Social Security Review & Update -Classroom - C25147Life and HealthSociety of Financial Service Professionals (Lexington, KY)1/11/2023Classroom13/31/2023
Tax-Efficient Retirement Planning Webinar - C80685LifeSociety of Financial Service Professionals (Lexington, KY)10/14/2022Classroom13/31/2023
Strategies to Improve Business Value - C24443LifeSociety of Financial Service Professionals (Lexington, KY)9/6/2022Classroom13/31/2023
Long Term Care 4-Hour Training - C02813Long Term Care Partnership ActWebCE, Inc8/28/2022Correspondence43/31/2023
KYAHU Medicare Summit 2022-Classroom - C24218HealthNational Association of Benefits and Insurance Professionals Kentucky Chapter8/2/2022Classroom63/31/2023
Longevity Conundrum to Retirement-Classroom - C80336Life and HealthSociety of Financial Service Professionals (Lexington, KY)6/14/2022Classroom13/31/2023
Annuity Suitability - Best Interest II - C20118Annuity SuitabilityCommonwealth Schools of Insurance, Inc.4/28/2022Correspondence13/31/2023
Ethical Issues - Part I - C98461EthicsCommonwealth Schools of Insurance, Inc.4/28/2022Correspondence33/31/2023
Fiduciary Regulation-Then and Now (Classroom) - C23570LifeSociety of Financial Service Professionals (Lexington, KY)4/12/2022Classroom13/31/2023
Federal Tax Update (Webinar) - C20896LifeSociety of Financial Service Professionals (Lexington, KY)1/11/2022Classroom13/31/2023
Understanding Social Security Choices to Better Advise Clients - C19728LifeSociety of Financial Service Professionals (Lexington, KY)11/9/2021Classroom13/31/2023
Cash Flow and Net Worth During Retirement(Webinar) - C19670LifeSociety of Financial Service Professionals (Lexington, KY)10/12/2021Classroom13/31/2023
Suitability in Annuity Transactions - C18399Life / VariableSociety of Financial Service Professionals (Lexington, KY)9/14/2021Classroom13/31/2023
2021 Medicare Summit - C16100HealthNational Association of Benefits and Insurance Professionals Kentucky Chapter8/3/2021Classroom63/31/2023
2022MedicareMedAdvantageComplianceRequirementsMMAC - C15694Life and HealthNational Association of Benefits and Insurance Professionals7/30/2021Correspondence83/31/2023
Agents&Advisory Key to Annuities&Ethical Conduct - C23666Life and HealthAffordable-Success-FirstChoice-ClienTell CE7/14/2021Correspondence183/31/2023
Agents Ethical Considerations&Consumer Suitability - C23700EthicsAffordable-Success-FirstChoice-ClienTell CE7/14/2021Correspondence63/31/2023

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