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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.

Montana Insurance CE Requirements

Insurance Continuing Education Hours Required

  • 24 hours are required biennially.
  • 5 hours are required biennially for credit/life disability licensees. 

State Specific Insurance Continuing Education Courses

  • Resident and non residents must complete 1 credit hour of Montana Legislative Updates, biennially.
  • Producers licensed lines only must complete the 5 hour requirement in insurance law, ethics, and/or credit life and credit disability insurance.
  • Initial 8 hour LTC course is required when selling, solicit and negotiate LTC on or before 07/01/2008.  A 4 hour follow-up course is required in the subsequent renewal period.  These requirements apply to current licensed agents and agents who are licensed after 07/01/2008 must complete the 8 LTC course before they sell, solicit and negotiate LTC products.

Insurance Continuing Education Renewal or Compliance Date for Licensees

  • The renewal date is the first day of the agent's birth month biennially

Insurance Continuing Education Types of Courses Accepted

  • Independent self-study courses or classroom. 

Monitor Requirements

  • Exams MUST BE monitored by a disinterested third party or training director.

Insurance Continuing Education Carryover Hours & Course Repetition

  • No excess CE credit hours may be carried over to the next renewal period.
  • Producers, adjusters, and consultants may not earn credit for any courses repeated as either student or instructor within a 2-year period.

Insurance Continuing Education Exemptions

  • None at this time.

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:

            Nonresident adjusters who do not have a home state requirement must meet this state’s continuing education requirement. Nonresident producer submit letter of certification (not more than 90 days old) or current printout from the PDB showing compliance with home state CE, a completed Montana summary report form and nonresident license renewal fee to the insurance department by the renewal date.

 

Department of Insurance Contact Information:  

 

            Montana Insurance Division
            Licensing Division

            840 Helena Avenue
            Helena, MT 59601

            Phone: (800) 332-6148 or (406)444-2040
            Fax: 406-444-3497

 

            State Website: http://www.sao.mt.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.