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AGENTS & BROKERS: Non-Resident Training Materials

Non-Resident Training Materials: The following links provide outline and training material for California non-resident licensees. This material is available in Adobe's Portable Document Format (pdf)*. To view and complete these pdf forms on your browser you must have Adobe Acrobat Reader on your computer. A free copy of the Adobe Acrobat Reader can be downloaded from our Free Document Readers web page.


Training Outlines Non-California resident licensees are not exempt from the training required below. To locate a long-term care or an annuity course, please review the Education Provider and Course Search web page.


Long-Term Care Outline [in pdf format*] For California non-resident Accident and Health Agents who sell long term care (LTC) California Insurance Code (CIC) Section 10234.93 (4)(C) states, in part, that California nonresident licensees that are not otherwise subject to CIC Section 1749.3 are required to complete training filed and approved by the commissioner as provided in subdivision (o) of CIC Section 1749.4. The Mandatory Eight-Hour Long Term Care Outline noted below lists the topics that must be addressed as part of all eight-hour long term care (LTC) insurance courses.

Mandatory Eight-Hour Long Term Care Outline (as revised April 15, 2013)



Annuity Training Outline [in pdf format*] For California non-resident Life-Only agents who sell annuities, California Insurance Code Section 1749.8 (a) and (b) states, in part, that every Life-Only agent (California resident or non-resident) who sells or solicits annuity products are required to complete training filed and approved by the commissioner as provided in subdivision (o) of CIC Section 1749.4.

Annuity Training Notices

PDF Format

Eight-Hour Annuity Training

Four-Hour Annuity Training 


 Word Document

Eight-Hour Annuity Training

Four-Hour Annuity Training


Workers' Compensation Claims Adjuster Regulations - Claims Adjuster and Medical Bill Reviewer Training Requirements On or before July 1, all insurers are to certify annually to the Commissioner that they have met the minimum standards of training and/or experience stated in the Workers' Compensation Claims Adjuster Regulations for all claims adjusters and medical bill reviewers.


Education Frequently Asked Questions Education Provider Information  If you need further assistance, please call CDI's Producer Licensing Bureau's Education Unit at 916-492-3064. Please be sure to include your name, telephone number, license number and e-mail address in all correspondence with the California Department of Insurance.

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