DEPARTMENT OF INSURANCE

Agent Licensing - Continuing Education Information

Name	Steele Jr, Joseph M	DOIID	392937	NAIC NPN	1716313

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 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
7/31/2027	0	No	0	Yes	0	0	N/A	12	0	12	12	No
7/31/2025	3	Yes	21	Yes	0	0	N/A	12	24	12	36	Yes
7/31/2023	3	Yes	25	Yes	0	0	N/A	12	28	12	40	Yes
7/31/2021	3	Yes	24	Yes	0	0	N/A	12	27	12	39	Yes
7/31/2019	3	Yes	21	Yes	12	0	N/A	0	24	12	36	Yes
7/31/2017	3	Yes	37	Yes	1	40	N/A	3	0	4	44	Yes
7/31/2015	3	Yes	13	Yes	12	1	N/A	0	15	12	28	Yes
7/31/2013	4	Yes	36	Yes	12	36	N/A	0	4	12	52	Yes
7/31/2011	5	Yes	39	Yes	11	41	N/A	0	3	11	55	Yes
7/31/2009	3	Yes	20	Yes	12	23	N/A	0	0	12	35	Yes
6/30/2006	3	Yes	42	Yes	4	45	Yes	0	0	4	49	Yes
6/30/2004	4	Yes	12	Yes	12	14	Yes	0	2	12	28	Yes

Course #	Course Concentration	KY Provider Name	Completion Date	Method of Instruction	Credit Hours	Compliance Date
Medicare Coordination with Employer Health Plans - C20936	Life and Health	WebCE, Inc	7/6/2025	Correspondence	4	7/31/2025
More About Medicare: Home Health, Skilled Nursing. - C13570	Life and Health	WebCE, Inc	7/6/2025	Correspondence	2	7/31/2025
Medicare Advantage Plans and Supplemental Benefits - C21030	Life and Health	WebCE, Inc	7/5/2025	Correspondence	2	7/31/2025
Social Security Strategies - C69502	Life and Health	WebCE, Inc	7/4/2025	Correspondence	5	7/31/2025
Retirement Planning Strategies - C61763	Life	WebCE, Inc	6/29/2025	Correspondence	8	7/31/2025
Ethics and Seniors:Understanding the Mature Market - C13648	Ethics	WebCE, Inc	6/19/2025	Correspondence	3	7/31/2025
Retirement Planning - C17194	Life and Health	Broker Educational Sales and Training	12/12/2022	Correspondence	12	7/31/2023
Long-Term Care Policies & Partnership - C20567	Long Term Care Partnership Act	A.D. Banker & Company, LLC	7/26/2022	Correspondence	8	7/31/2023
Ethics in Action - C78108	Ethics	A.D. Banker & Company, LLC	7/22/2022	Correspondence	3	7/31/2023
Recommending Annuities Under The NAIC Best Interes - C23811	Annuity Suitability	RegEd, Inc.	3/30/2022	Correspondence	5	7/31/2023