Arizona

ARIZONA - TYPE OF LICENSE NEEDED TO WRITE POLICIES
  Health Life
Stand Alone x  
Linked Life LTC x x
Annuity x x
TRAINING REQUIREMENTS
Initial Long Term Care Training

8 Hour Course

Refresher Training

4 Hour Course

Training Reciprocity Between States

Yes.   Residents MUST take Arizona courses.

Please note that currently CA, CT, DC, DE, HI, IN, MS and NY are not reciprocal with Arizona

Training/Lapse Guidelines

Refresher must be taken every 24 months after initial training has been taken.  Lapse in training is allowed

Annuity
In order to sell Annuity, there must be Annuity Training and Product Training for these states:
  • AL, AK, AZ, CA, CO, CT, DE, DC, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MA, MD, MI, MN, MS, MO, NE, NH, NJ, ND, OH, OK, OR, RI, SC, SD, TN, TX, UT, VA, WA, WV AND WY

Training Instructions:

Below are the instructions for accessing the training portal through OneAmerica

  • Go to OneAmerica following this link: www.oneamerica.com/slproducttraining
  • Select "Click Here to Register" to create an account.  The advisor will need their NPN Number
  • Once the account is created and they go to log in for their training, the following is needed:
    • username - is the NPN Number
    • Password - is last name in all lowercase with last 4 digits of NPN number (adelson9076)
    • Once logged in, they can change their password to be a new password if they wish
  • On the left hand side, look for "My State Specific Training" which is the Annuity training and "My Product Training" which is the product training modules
  • Once completed, you have the option of printing a certificate which I strongly recommend and have the advisor send to us to submit with their contracting

Here is the table that OneAmerica sent indicating exactly what training is needed for each product that we sell:


Product Annuity Training  LTC Training Product Training
Asset Care Single Premium   X  
Single Premium Annuity Funding Whole Life X X X
Asset Care Recurring Premium Whole Life   X  
Index Annuity Care X X X
HOW TO OBTAIN TRAINING

WEBCE

http://ltcipartners.webce.com

A 15% discount is offered to advisors that use the LTCI/WEBCE Portal

WHERE CAN I FIND MY CE CERTIFICATION?

Sircon

http://www.sircon.com/

Sircon is a "clearinghouse" of producer training for LTC Insurers.  Once registered, advisors can print copies of LTC certifications that have been completed.  If an advisor cannot find their certificate on Sircon, they should contact licensing@ltcipartners.com.

ClearCert

http://www.clearcert.com/

ClearCert is a "clearinghouse" of producer training for LTC Insurers.  Once registered, advisors can print copies of LTC certifications that have been completed.  If an advisor cannot find their certificate on ClearCert, they should contact licensing@ltcipartners.com.

PARTNERSHIP INFORMATION
State Partnership Status

Approved effective 7/1/2008

Asset Protection

Yes, with other DRA Partnership states - 2006 LTCI Model Act

REVISED: May 12, 2014