| CALIFORNIA - TYPE OF LICENSE NEEDED TO WRITE POLICIES | ||
|---|---|---|
| Health | Life | |
| Stand Alone | X | |
| Linked Life LTC | X | X |
| Annuity | X | X |
| LTC TRAINING REQUIREMENTS | |
|---|---|
| Initial Long Term Care Training |
8 Hours |
| Refresher Training |
8 Hours - Every 24 month license renewal period EXCEPTION: If an advisor is NEWLY licensed, he will have to take the 8 hour every year for the first 4 years of his license. After the 4th year, he will be required to take the 8 hour refresher every 24 month license renewal period. |
| New Life Insurance Training Requirement as of 1-1-2025 |
The NEW Life training requirements are listed below:
Both courses can be completed where you normally complete your CE training. We recommend using WEBCE. The courses can be found under "Product Training". The 4 hour is called "California Life Insurance Policies Training" and the 2 hour (for variable sales) is called "California Variable Life Insurance Policies". For more details on California's licensing and CE requirements, please visit the California Department of Insurance website. |
| Training Reciprocity Between States |
California is not reciprocal with any other states training |
| Training/Lapse Guidelines |
Lapse in training is allowed California Training is not Clearcert certified and therefore will not always show up on a Clearcert report. |
| Annuity |
To sell Annuity products, Annuity and Best Interest training is required as well as Product Training with both Global Atlantic and OneAmerica. Requirements and rules vary by state. Please reach out to licensing to get help with the requirements and product codes for the Product Training requirement at licensing@ltcipartners.com |
| How to Obtain Training |
A 15% Discount is offered to advisors that go through the LTCI/WEBCE portal at http://ltcipartners.webce.com |
| Where Can I Find My CE Training | |
| Asset Protection |
N/A |
| State Partnership Status |
1-1-2008 |
REVISED: 11/4/24