| PENNSYLVANIA - 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 Hour Course |
| Refresher Training |
4 Hour Course |
| Training Reciprocity Between States |
Yes Please note that currently CA, CT, DC, DE, HI, IN, MS and NY are not reciprocal with Pennsylvania |
| Training/Lapse Guidelines |
Refresher must be taken at the end of each license renewal period. Lapse in training is allowed PLEASE BE ADVISED THAT ALL CARRIERS CONSIDER PENNSYLVANIA TO BE A PRE-APPOINTMENT STATE. TRAINING AND CONTRACTING MUST BE DONE PRIOR TO SOLICITING BUSINESS |
| 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 Sircon: Sircon |
| Asset Protection |
Yes, with other DRA Partnership states - 2006 LTCI Model Act |
| State Partnership Status |
7-1-2007 |
REVISED: 11/4/24