DEPARTMENT OF INSURANCE

Agent Licensing - Continuing Education Information

Name	Shepherd, Joel	DOIID	983049	NAIC NPN	18686387

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 Complete	Corr Hours	Total CE Hours	Compliant This Period
7/31/2027	0	No	0	Yes	N/A	0	0	No
7/31/2025	3	Yes	4	Yes	N/A	7	7	No
7/31/2023	3	Yes	21	Yes	N/A	24	24	Yes
7/31/2021	3	Yes	21	Yes	N/A	24	24	Yes
7/31/2019	3	Yes	21	Yes	N/A	24	24	Yes

Course #	Course Concentration	KY Provider Name	Completion Date	Method of Instruction	Credit Hours	Compliance Date
Ethics and Seniors:Understanding the Mature Market - C13648	Ethics	WebCE, Inc	10/28/2024	Correspondence	3	7/31/2025
4-Hour Long Term Care Review - C97411	Long Term Care Partnership Act	WebCE, Inc	10/4/2024	Correspondence	4	7/31/2025
Fixed Annuities vs Var Annuities vs Mutual Funds - C41110	Life / Variable	Quest Continuing Education Solutions	6/21/2023	Correspondence	1	7/31/2023
The Suitability of Variable Annuity Products - C44493	Life / Variable	Quest Continuing Education Solutions	6/21/2023	Correspondence	2	7/31/2023
Strategic Retirement Planning - C24368	Life and Health	Quest Continuing Education Solutions	6/9/2023	Correspondence	13	7/31/2023
Ethics for the Financial Service Professionals - C93461	Ethics	Quest Continuing Education Solutions	5/23/2023	Correspondence	3	7/31/2023
Long Term Care 4-Hour Training - C02813	Long Term Care Partnership Act	WebCE, Inc	10/20/2022	Correspondence	4	7/31/2023
The NAIC''s Best Interest Standard for Annuity Tran - C22636	Annuity Suitability	WebCE, Inc	6/22/2022	Correspondence	1	7/31/2023
Taxation of Life Insurance and Annuities - C09232	Life	WebCE, Inc	6/28/2021	Correspondence	8	7/31/2021
Annuities: Definitions, Suitability & Riders - C61324	Life	WebCE, Inc	6/25/2021	Correspondence	6	7/31/2021
Personal Life Insurance Planning - C65864	Life	WebCE, Inc	6/21/2021	Correspondence	3	7/31/2021
Developing a Client- Centered Code - C93837	Ethics	WebCE, Inc	6/17/2021	Correspondence	3	7/31/2021
4-Hour Long Term Care Review - C97411	Long Term Care Partnership Act	WebCE, Inc	11/11/2020	Correspondence	4	7/31/2021