PUBLIC PROTECTION
CABINET
DEPARTMENT OF INSURANCE
Agent Licensing - Continuing Education Information
NameWilliams, Gary LeeDOIID338997NAIC NPN2755465
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 by: Extension Date :
CE Compliance DateEthics HoursEthics CompleteLOA HoursLOA CompleteClass CarryoverClass Hours BienniumClass CompleteCorr. CarryoverCorr HoursTotal Carryover hoursTotal CE HoursCompliant
This
Period
11/30/20260No0Yes00N/A8088No
11/30/20240No20Yes00N/A12201232No
11/30/20226Yes18Yes00N/A12241236Yes
11/30/20209Yes28Yes00N/A12371249Yes
11/30/20183Yes24Yes00N/A10271037Yes
11/30/20163Yes28Yes00N/A331334Yes
11/30/20143Yes12Yes00N/A12151227Yes
11/30/20123Yes31Yes02N/A932943Yes
11/30/20109Yes13Yes32N/A7211033Yes
11/30/20085Yes17Yes123Yes0191234Yes
6/30/200612Yes25Yes037Yes50542Yes
6/30/20042Yes15Yes57Yes7101229Yes
Course #Course ConcentrationKY Provider NameCompletion DateMethod of InstructionCredit HoursCompliance Date
Active Retirement Lifestyle - C24707Life and HealthAffordable-Success-FirstChoice-ClienTell CE5/10/2025Correspondence2011/30/2024
Contemporary Insurance Topics - C06203Life, Health, Property & CasualtyAffordable-Success-FirstChoice-ClienTell CE11/11/2022Correspondence1211/30/2022
Annuity and Life Principles - C33259LifeAffordable-Success-FirstChoice-ClienTell CE11/11/2022Correspondence611/30/2022
Agents Ethical Considerations&Consumer Suitability - C23700EthicsAffordable-Success-FirstChoice-ClienTell CE11/11/2022Correspondence611/30/2022
Agents&Advisory Key to Annuities&Ethical Conduct - C23666Life and HealthAffordable-Success-FirstChoice-ClienTell CE11/12/2020Correspondence1811/30/2020
Agents Ethical Considerations&Consumer Suitability - C23700EthicsAffordable-Success-FirstChoice-ClienTell CE11/12/2020Correspondence611/30/2020
Kentucky Partnership LTC Follow-up Training - C04543Long Term Care Partnership ActAffordable-Success-FirstChoice-ClienTell CE11/6/2020Correspondence411/30/2020
Insurance Ethics & Resp. - C59226EthicsAffordable-Success-FirstChoice-ClienTell CE11/6/2020Correspondence311/30/2020
Medicare & Medicare Supplements - C51872Life and HealthAffordable-Success-FirstChoice-ClienTell CE11/6/2020Correspondence611/30/2020
Suitability Best Practices - C06119LifeAffordable-Success-FirstChoice-ClienTell CE11/14/2018Correspondence1211/30/2018
Contemporary Insurance Topics - C06203Life, Health, Property & CasualtyAffordable-Success-FirstChoice-ClienTell CE11/13/2018Correspondence1211/30/2018
Insurance Ethics & Resp. - C59226EthicsAffordable-Success-FirstChoice-ClienTell CE11/13/2018Correspondence311/30/2018
Saving & Paying for College - C51875LifeAffordable-Success-FirstChoice-ClienTell CE11/15/2016Correspondence1211/30/2016
Uncovering Social Security Secrets - C19810Life and HealthAffordable-Success-FirstChoice-ClienTell CE10/31/2016Correspondence1211/30/2016
Insurance Ethics & Resp. - C59226EthicsAffordable-Success-FirstChoice-ClienTell CE10/12/2016Correspondence311/30/2016
Social Security Planning - C20210Life and HealthWebCE, Inc10/8/2015Correspondence411/30/2016
Insurance Ethics & Resp. - C59226EthicsAffordable-Success-FirstChoice-ClienTell CE11/14/2014Correspondence311/30/2014
Suitability Best Practices - C06119LifeAffordable-Success-FirstChoice-ClienTell CE11/14/2014Correspondence1211/30/2014
Var, Indexed, Fixed Annuities, Living Ben & 2821 - C79590Life and HealthAffordable-Success-FirstChoice-ClienTell CE10/31/2012Correspondence1311/30/2012
Suitability Best Practices - C06119LifeAffordable-Success-FirstChoice-ClienTell CE10/31/2012Correspondence1211/30/2012
Insurance Ethics & Resp. - C59226EthicsAffordable-Success-FirstChoice-ClienTell CE10/30/2012Correspondence311/30/2012
Income Producing Strategies in Retirement - C01469Life / VariablePrudential Annuities Life Assurance Corporation5/17/2012Classroom111/30/2012
NAIC Suitability in Annuity Transactions - C09468Annuity SuitabilityAffordable-Success-FirstChoice-ClienTell CE6/6/2011Correspondence411/30/2012
Variable Annuity Enhanced Death Benefit: Income - C01186LifeBrighthouse Services, LLC c/o RegEd3/24/2011Classroom111/30/2012
Ethics In The Insurance Marketplace - C51869EthicsAffordable-Success-FirstChoice-ClienTell CE11/7/2010Correspondence911/30/2010
Kentucky Partnership Long Term Care - C02761Long Term Care Partnership ActAffordable-Success-FirstChoice-ClienTell CE11/7/2010Correspondence811/30/2010
Customer Communications III - C55112Life / VariableRegEd, Inc.8/8/2010Correspondence311/30/2010
AML for Insurance Producers Base Course - C03157Property and CasualtyNational Underwriter Company, The5/5/2010Correspondence111/30/2010
Restructure Your Client's Portfolio for Retirement - C65879Life / VariableWood Logan Academy3/11/2009Classroom111/30/2010
Fundamental Annuity Principles - C00488Life / VariableWood Logan Academy3/11/2009Classroom111/30/2010
Ethical Issues in the Financial Services Industry - C67521EthicsRegEd, Inc.9/25/2008Correspondence511/30/2008
Anti-Money Laundering Update 2007 - C66786Life and HealthRegEd, Inc.9/19/2007Classroom311/30/2008
Pension Planning - C62635LifeRegEd, Inc.9/19/2007Correspondence1111/30/2008
Adv Concepts in Anti-Money Laundering Comp - C53435LifeRegEd, Inc.9/13/2006Correspondence311/30/2008
FIC Basic/Ethics for the Ins Prof (MW Zone) - C32988EthicsKaplan6/14/2006Classroom126/30/2006
FIC Basic I Intro to Life Underwriting (11th ed.) - C22076Life and HealthKaplan6/14/2006Classroom126/30/2006
Equity Indexed Annuities - C57400LifePrudential Annuities Life Assurance Corporation11/14/2005Classroom16/30/2006
FIC Intermediate II, Fraternal - C22566Life and HealthKaplan7/6/2004Classroom126/30/2006

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