CA, CT, DC, DE, IN, HI, MS, and NY - are not valid toward the requirements of this state.
| NEW MEXICO - TYPE OF LICENSE NEEDED TO WRITE POLICIES | ||
|---|---|---|
| Health | Life | |
| Stand Alone | X | |
| Linked Life LTC | X | X |
| Annuity | X | X |
| The License TYPE Must be "AGENT". It cannot be "BROKER" | ||
| LTC TRAINING REQUIREMENTS | |
|---|---|
| Initial Long Term Care Training |
8 hours (as of 2/27/18) |
| Refresher Training |
4 hours |
| Training Reciprocity Between States |
Yes Except for these states: CA, CT, DC, DE, IN, HI, MS, and NY - are not valid toward the requirements of this state. |
| Training/Lapse Guidelines |
Refresher must be taken every 24 months/Lapse in training is allowed PLEASE NOTE THAT NEW MEXICO RESIDENT ADVISORS MUST TAKE THE TRAINING FOR NEW MEXICO!!!!! |
| 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 |
Clearcert: http://www.clearcert.com State Based Systems (SBS): http://www.statebasedsystems.com |
| Asset Protection |
Yes, with other DRA Partnership states - 2006 LTCI Model Act |
| State Partnership Status |
2-27-2018 |
REVISED: 11/4/24