Agents & Brokers Overview
Producer Online Services
Applying for a License
Seeking Pre-Licensing / Continuing Education
Producer Background Information
Producer Licensing Forms
Renewing a License
Non-Resident License Renewal
Checking License Status
Updating Licensee Info
Applying to Become an Approved Education Provider
|-For Agents & Brokers-
AGENTS & BROKERS: Continuing Education - Individual Licensee Information
Individual Licensee Information - The links below provide information for licensees to check the status of their continuing education credits, information on continuing education requirements as well as an education provider and course search. In addition, the last links informs the licensee on how an agent or broker can be exempt from taking continuing education courses.
Annuity Training Requirement for Life Agents - Notice to Insurers - This Web page provides information about the life agent's requirement to complete an annuity training course. The CDI's Web site also provides answers to frequently asked questions about the annuity training. To view the frequently asked question, please select the following link: Annuity Training.
Agent Annuity Training - Annuity Course Search*
Life Agent Annuity Training - Insurer and Agency List - This Web page allows insurers and insurance agencies to monitor their agents' compliance with the annuity training requirement. The list indicates whether or not the life-only agent who is either appointed by the insurer or endorsed by the agency completed the 8-hour annuity course.
Annuity Training Questions & Answers
The Long-Term Care requirements are based on your overall years that you have held your California insurance license. If you have been licensed less that four years, then you are required to complete an eight long-term course once during each year for the first four years, without duplicating courses within the same two year license term. If you have been licensed in California for more than four years, then you must complete one long-term course during each license term. All agents that sell Long-Term Care products, who are exempt from continuing education requirements (non-residents or California Insurance Code Sections 1749.3 and 10234.93), must complete a long-term course once during each two year license term.
Section 10234.93 (a)(9) of the California Insurance Code states, in part, that "every insurer of long-term care in California shall provide a copy of the long-term care insurance shoppers guide developed by the California Department of Aging to each prospective applicant prior to the presentation of an application of enrollment form for insurance."
To meet this requirement, the California Department of Aging has made available a 76-page "Taking Care of Tomorrow" shoppers guide that provides a comprehensive overview of long-term care issues, including answers to frequently asked questions, an explanation of payment options, and a glossary of important long-term care terms. The guide was developed for people concerned about how to plan, provide, and pay for long-term care assistance. It offers help in deciding whether an individual needs long-term care insurance and if so, how to choose the plan most appropriate for them. "Taking Care of Tomorrow" is available to consumers online at www.aging.ca.gov or by calling 1-800-434-0222. In addition, Accident and Health agents will be able to obtain downloadable high resolution files for printing at www.aging.ca.gov.
*Disclaimer - No course approved for either prelicensing or continuing education hours or any designation resulting from completion of such courses should be construed to be endorsed by the Commissioner.
Frequently Asked Questions
How to Reach Us
If you have any questions about the license information you retrieved, please see the most commonly asked questions in our License Questions and Answers section. If you need further assistance, please call CDI's Producer Licensing Bureau at (800) 967-9331 or (916) 322-3555. The Call Center is available Monday through Friday, 7:00 a.m. to 5:00 p.m., excluding State Holidays. You may also send an e-mail to Producer Licensing Bureau. Please be sure to include your name, telephone number, license number and e-mail address in all correspondence with the CDI.