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The Success Family of CE Companies provides this information as a courtesy to individuals who are subject to insurance continuing education requirements.  Due to regulatory requirements we suggest that you contact your state department of insurance to insure that no regulatory changes have been enacted.  Although ongoing efforts have been made to qualify that the information provided here is accurate and current, neither The Success Family of CE Companies nor its employees warrant or represent that this information is accurate and current. All information is subject to change without notice.

Wisconsin Insurance CE Requirements

Insurance Continuing Education Hours Required

  • 24 hours are required biennially.
  • Beginning with renewal dates in 2008, 3 of the 24 hours must be in ethics.


New Continuing Education Requirement to Sell Annuities in your State 

Click here to view your state Annuity CE requirement (Hover on your State)

State Specific Insurance Continuing Education Courses

 

  • 3 hours must be in ethics.
  • All Wisconsin licensed resident insurance producers who sell federal flood insurance policies shall be required to complete a one time 3 hour requirement on flood insurance.
  • Long Term Care Training Requirement: Applicant's who wish to solicit long-term care policies must complete 8 hours of long-term care education prior to selling, which includes 2 hours of training specific to Wisconsin's Medicaid program and Wisconsin LTC options. Initial compliance must be met by 1/1/2009. Agents who have satisfied another state's training requirement will be deemed to satisfy Wisconsin's training requirements. However, all agents (even non-resident agents) must complete the initial 2 hours of Wisconsin-specific Medicaid and LTC information training. Four (4) hours of ongoing LTC continuing education, including updates regarding Wisconsin's LTC partnership program, are required each biennium. NOTE: Agents must meet this requirement to sell ANY long term care policy even if they do not intend to sell a partnership long term care policy
  • ( new ) Annuity Training Requirement: All producers who are licensed to sell, solicit or negotiate annuity products before May 1, 2011 must complete a one-time 4 hour Annuity Training Course by November 1, 2011. Producers licensed on or after May 1, 2011 must complete this one-time 4 hour annuity training course prior to selling, soliciting or negotiating annuity products.

Insurance Continuing Education Renewal or Compliance Date for Licensees

 

  • Licensees who are transitioned into the new renewal date cycle with expiration dated in 2007 will be required to complete 24 hours of CE at next renewal.
  • Licensees transitioned into the new cycle with expiration dates in 2008 will be required to complete 36 hours for that transition period only.
  • License renews on last day of licensee birth month even/odd years. Licenses issued in even years will renew in even years; licenses issued in odd years will renew in odd years.

Insurance Continuing Education Types of Courses Accepted

 

  • Classroom study and independent self-study courses and online courses.

Monitor Requirements

 

  • Independent self-study and online final examinations MUST BE monitored by a disinterested third party.

Insurance Continuing Education Carryover Hours & Course Repetition

 

  • Carryover of excess CE credit hours is not allowed.
  • Courses may not be repeated within the same renewal period.

Insurance Continuing Education Exemptions

  • Individuals who have an exclusive limited line insurance license for credit, managing general agent, legal expense or title insurance.
  • Newly licensed individuals are exempt for the reporting period in which their initial license is issued if they completed the pre-license education requirement during that same reporting period (exemption does not apply to agents adding a line to an existing license).
  • Individuals licensed only for a limited line of insurance that is no longer offered, such as windstorm, fidelity, steam boiler, credit life, mortgage, hail, town mutual non property and/or credit disability. Individuals holding the auto line of authority must complete CE.
  • Individuals who become seriously ill or disabled or who serve on active military duty outside WI may request a waiver of the CE requirement fro a specific reporting period.

Method to Certify Completion:

 

  • For Most States you will be able to print your certificate of completion online once you have completed your exam.
  • We usually report to the State Department of Insurance or regulatory board by the next business day.
  • It may, however, take your State DOI or regulatory board up to 30 days to report your completion results on their systems.
  • As an added service, we can Rapidly Report all of your completed courses the same business day (per credit order) for only $25.

Nonresidents:

  • Exempt if agent completes home state CE requirement

Department of Insurance Contact Information:

 

            Wisconsin Office of the Insurance Commissioner

Agent Licensing Section
            P.O. Box 7872
            Madison, WI 53707-7872
            Phone: (800) 236-8517 Fax: (608) 267-9451

 

            State Website: http://oci.wi.gov/oci_home.htm

 

For a listing of the State Departments of Insurance websites provided by the NAIC (National Association of Insurance Commissioners),

Please go to: http://www.naic.org/state_web_map.htm

 

            The Success Family of CE Companies provides this information as a courtesy to individuals who are subject to insurance continuing education requirements. Due to regulatory requirements we suggest that you contact your state department of insurance to insure that no regulatory changes have been enacted.  Although ongoing efforts have been made to qualify that the information provided here is accurate and current, neither The Success Family of CE Companies nor its employees warrant or represent that this information is accurate and current. All information is subject to change without notice.