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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.

California Insurance CE Requirements

License Status

Insurance Continuing Education Hours

(Please note requirements as of January 1, 2008) 

After January 1, 2008 License Status

Continuing Education Requirements

Life-Only Agent and/or Accident and Health Agent

24 Hours per two-year license term.

Life-Only Agent and Fire and Casualty Broker-Agent (licensed less than 4 years)

25 hours each year for the first 4 years.

Life-Only Agent and Fire and Casualty Broker-Agent (licensed more than 4 years)

24 hours per two-year license term.

Personal Lines Agents

10 hours needed annually for personal lines agents.

Public Insurance Adjusters and Independent Insurance Adjusters:

24 hours of CE required, biennially. Only public adjusters are required to have at least one course that is approved for ethics.

 

**Important: Individuals who receive their independent or public insurance adjuster license during the second year of the fixed two-year term will be required to complete only 12 hours of CE. Once the license is renewed, those individuals will then be required to complete the required 24 hours of CE for their next renewals.**

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 Courses

  • Ethics 4 hours - L/H & F/C agents are required to complete 4 hours of approved ethics hours. Personal lines agents must complete 2 hours of ethics.
  • Annuity 8 hour - all California agents who sell annuities must complete an 8 hour state-approved Annuity Training course prior to selling annuities.
  • Annuity 4 Hour Requirement - in addition to the one-time 8-hour Annuity training course, agents continuing to sell annuities must complete a 4-hour state-approved Annuity Continuing Education course each subsequent compliance period.
  • Long Term Care - As of 01/01/2008, LTC is required each renewal period or bi-annually, if the Life/Health agent markets or sells LTC products.
  • California Partnership Long Term Care - Individuals who sell California Partnership for Long-Term Care products must obtain eights hours of specific partnership LTC and eight hours of California-approved LTC credits before soliciting. Thereafter, eight hours in each type of LTC Continuing Education courses must be completed biennially. However, a new licensee must complete eight hours of California-approved LTC annually for the first four years of licensure, and eight hours in partnership LTC biennially. These courses apply toward the completion of the basic Continuing Education requirement.
  • Flood Requirement: All California licensed resident insurance producers who sell federal flood insurance policies shall be required to complete a one time 3 hour requirement on flood insurance.

Renewal or Compliance Date for Licensees

  • The compliance date is the same as the license renewal date.
  • The license renewal date is the last day of the license issuance month, biennially.
  • Personal lines renewal is 12/31 biennially.
  • Public and Independent Insurance Adjusters: Licenses expire every two years on May 31st of even years.

Types of Courses Accepted

  • Independent self-study courses (except for partnership LTC credits & bail agent Continuing Education) and classroom study.

Monitor Requirements

  • Self-study final exams are not required to be monitored.

Carryover & Course Repetition

  • A maximum of 24 hours earned only in the second half of a biennial renewal period may be carried over to the next renewal period. Thirty (30) hours if dually licensed.
  • Courses may not be taken more than once in each biennial renewal period.
  • Excess ethics hours may not be carried over

Exemptions:

  • Agents who are 70 years or older and have held a California insurance license in good standing for 30 years or more. These agents must still meet the long-term care and CA Partnership long-term care requirement if they choose to solicit long-term care products.
  • Life agents claiming funeral exemption (selling less than $15,000 of insurance).
  • Cargo Shipper’s Agents.

 

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.

Non-Residents:

  • Exempt if licensee meets home state CE requirement with the exception on nonresidents selling annuities. CA annuities requirement must be completed. Resident state compliance will be verified on the PDB.
  • Nonresidents are NOT exempt from LTC and California Partnership LTC education requirements if they choose to sell those products.
  • Ethics (4 hours) are required for both resident & non-resident licenses.

Department of Insurance Contact Information:

 

      California Insurance Department
      License Bureau

      320 Capitol Mall
      Sacramento, CA 95814-4309
      Contact/Phone: (800) 967-9331


      State Website: http://www.insurance.ca.gov

 

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.