| WISCONSIN - 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 (which must include 2 hours of WI-specific Medicaid training) |
| Refresher Training |
4 Hour Course (which must include 1 hour of WI-specific Medicaid training) |
| Training Reciprocity Between States |
Yes Resident Producers: Resident producers MUST take the 8 hour training course in their Resident State. This means that you cannot take an 8 hour course in another State. You must take the course offered for Resident Producers in Wisconsin. This is information on Clearcert's website Non-Resident Producers: May take a Wisconsin 8-hour NAIC Partnership course OR they may take an 8-hour NAIC Partnership course from another state plus a 2-hour Wisconsin specific Medicaid and long-term care course that has been approved by the state of Wisconsin. For clarity, the 2 hour Wisconsin specific course is a required renewal course and a 1 hour renewal training must be done at the end of each license renewal period. Please note that currently CA, CT, DC, DE, HI, IN, MS and NY are not reciprocal with Wisconsin |
| 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 (EXCEPT MOO) CONSIDER WISCONSIN 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 State Based Systems (SBS): http://www.statebasedsystems.com |
| Asset Protection |
Yes, with other DRA Partnership states - 2006 LTCI Model Act |
| State Partnership Status |
1-1-2009 |
REVISED: 11/4/24