Qualifications

License Information

Minimum Age: 18 years

Residency: California residency is not required

Entity Types: Individual and Business Entity

Prelicensing Experience/Education:

1. Require a minimum of 20 hours of approved prelicensing study. A new California resident applicant who is currently licensed as a non-resident in California, or an applicant holding any of the following designations: Accredited Advisor in Insurance (AAI), Chartered Property Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC) or Associate in Risk Management (ARM) is exempt from the 20 hours of prelicensing education.
2. Require 12 hours of approved prelicensing study on ethics and the California Insurance Code. Where an applicant seeks both the casualty broker-agent license and the life license, the applicant shall only be required to complete one 12 hour course on ethics and the California Insurance Code.

Continuing Education:

1. Casualty broker-agents shall satisfactorily complete approved courses or programs of instruction or attend seminars equivalent to 24 hours of instruction during each two-year license period, including at least 3 hours of ethics training. before their license may be renewed.
2. Any person who is 70 years of age or older and who has been licensed for 30 continuous years in California as a licensee in good standing in this state, may be exempt from the continuing education requirement.  The exemption from the continuing education requirement for licensees 70 years of age and in good standing for 30 continuous years in California does not apply to those individuals licensed for the first time on or after January 1, 2010. (Section 1749.3 (e))