| OKLAHOMA - 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 |
Effective 7/25/2026, Oklahoma producers are no longer required to satisfy mandatory LTCI training in the state, which was originally effective on 7/14/2008. As Oklahoma no longer has a training requirement in place, courses taken for Oklahoma credit after 8/31/2026 will no longer be valid toward the training requirements of the 42 states that have one in effect based on the 2006 LTCI Model Act. Producers are admonished to take future refresher training in one of those states. LTCI course completions will be valid for continuing education credit only. If a resident advisor writes a case in another state, they need to take the training for that state! See examples below:
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| Refresher Training |
N/A |
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| Training Reciprocity Between States |
IT IS STRONGLY RECOMMENDED BY ALL CARRIERS THAT PRIOR OKLAHOMA TRAINING NOT BE USED TO SATISFY LTC TRAINING REQUIREMENTS IN OTHER STATES THROUGH THE RECIPROCITY PROCESS!!!!! |
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| Training/Lapse Guidelines |
N/A
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| 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 |
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| How to Obtain Training |
A 15% Discount is offered to advisors that go through the LTCI/WEBCE portal at http://ltcipartners.webce.com |
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| Where Can I Find My CE Training |
Clearcert: http://www.clearcert.com State Based Systems (SBS): http://www.statebasedsystems.com |
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| Asset Protection |
Yes, with other DRA Partnership states - 2006 LTCI Model Act |
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| State Partnership Status | 7-14-2008 | ||||||||
REVISED: 11/4/24