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CA Department of Insurance
CA Department of Insurance
CA Department of Insurance

Curriculum Board

Overview

Pursuant to California Insurance Code Section 1749.1, the Curriculum Board (Board) oversees the development of prelicensing and continuing education curriculum for agents, brokers, bail agents, and insurance adjusters, including a list of preapproved courses of study and courses of study for professional designations. The Board also develops standards for education providers and instructors of prelicensing and continuing education courses, programs, and seminars. Subcommittees of the Board are routinely established to develop and/or update education and examination content outlines for all lines of insurance as well as curriculum for statutorily continuing education courses. Subcommittees generally meet twice per month via teleconference calls. Additionally, Board members may be called upon to participate in examination workshops where the licensing examination questions are reviewed for context, clarity, and cultural biases.

Mission Statement 

To establish a program of study to prepare all licensees to enter the insurance business fully knowledgeable as to products, code of ethics, the law, and all other aspects of the insurance business in order to function as insurance professionals and maintain high standards to the consumer insurance needs.

Goals

To establish standards which will ensure that those persons licensed as broker-agents shall be well-versed in the knowledge of the insurance code, products which they will sell, and responsibilities to the consumer; and that all licensees shall have undergone fair and equal prelicensing and continuing education.

Board Structure and Appointment Term

Currently, there are 12 Curriculum Board Members. The Board consists of representatives of insurance agents, brokers, and life agents trade associations; representatives of insurance companies and consumer groups; bail agents; and insurance adjusters. At this time, there are no vacant positions.

Term Length

Curriculum Board members serve a three-year term and may reapply to serve consecutive terms.

Additional Requirements:

  •  Fair Political Practices Commission (FPPC) Statement of Economic Interest filing required, Form 700
  •  Online Ethics Training Course every odd year

Qualified Applicants:

Applicants must be subject matter experts for the position being sought. Applicants must commit to attend quarterly Board meetings and participate in subcommittee meetings. Knowledge of the California Insurance Code and the California Code of Regulations relating to the conduct of insurance professionals is required of all applicants.

Current Board Members:

Samona Caldwell is the Government Affairs Coordinator for State Farm Insurance Companies. She has been with State Farm for 26 years with experience in the Fire Claims Department as well as Public Affairs. She serves as a corporate advisory board member for the Los Angeles African American Women’s Public Policy Institute and the Valley Industry and Commerce Association, and as the Advisory Board Chair for Educate California. Caldwell has been appointed to the Curriculum Board in the insurance company representative seat with a term ending on July 12, 2024.

Jesse Dogillo was appointed to the Curriculum Board on November 2, 2016. He is the owner of Bay Area Financial and Insurance Services, an independent insurance agency which issues life, health, disability, long-term care, and property and casualty insurance. He also teaches at the University of California, Santa Cruz as a risk management insurance instructor and serves as the current Chapter President of the Asian American Financial and Insurance Professional Association. Mr. Dogillo was appointed to the Curriculum Board in the life agent representative seat with a term ending on January 21, 2023.

Neil Granger was appointed to the Curriculum Board on May 25, 2011. He is currently serving as Chairman of the Curriculum Board. He is owner of Neil Granger Insurance and Annuity Consulting. Chairman Granger is an educational training specialist in the area of elder financial abuse, consulting with attorneys, adult protective service workers, elder advocates, financial professionals, and seniors. He is a licensed Life & Disability Analyst, serving as an unbiased, expert advisor to consumers and helps to protect vulnerable populations against financial fraud. Chairman Granger was appointed to the Curriculum Board in the life agent representative seat with a term ending on May 25, 2023.

Steve Hinds was appointed to the Curriculum Board on June 17, 2020. He owns a property and casualty insurance agency affiliated with Nationwide Insurance Company. Mr. Hinds has more than 30 years of experience in the insurance industry, including underwriting, sales, and training. Prior to his current position, Mr. Hinds worked in sales and management for Allstate Insurance Company. Mr. Hinds was appointed to the Curriculum Board in the agent-broker representative seat with a term ending on June 17, 2023.

Monique Howard was appointed to the Curriculum Board on June 17, 2020. She is Assistant Vice President of Allied World Insurance Company. Ms. Howard has 12 years of experience in underwriting and marketing property and casualty commercial liability and inland marine/ocean marine risks and exposures. She is a board member and treasurer of the Pacific Coast Regional Advisory Committee of Inland Marine Underwriters Association and is a member of the San Francisco Chapter of National African American Insurance Association. Ms. Howard was appointed to the Curriculum Board in the insurance company representative seat with a term ending on June 17, 2023.

Mariette Lasley was appointed to the Board on October 6, 2021. Ms. Lasley is a Group Sales Manager at Ameritas, a nationwide corporation with 7 million members, $1.6 billion in dental revenue, and is the top three networks in most counties across the nation. She works as a designer of ancillary employee benefits and is a partner to insurance brokers/agencies for all size organizations. She is currently both the Diversity, Equity, and Inclusion Chair and Vice President of Professional Development for the California Association of Health Underwriters (CAHU) since 2020 and also serves as Diversity, Equity, and Inclusion Chair for the Sacramento Association of Health Underwriters since 2015. She joins the CDI Curriculum Board in the life agent trade association representative seat with a term ending on October 6, 2024.

Anne Lintz was appointed to the Board on October 6, 2021. Ms. Lintz is the Owner of Anne Lintz Insurance Agency, Inc., a State Farm Agency. Anne lives and serves consumers in rural and wildfire-prone counties of California, is in the top 50 State Farm agents out of 19,000 in the country for multiple-line sales, and is also considered one of the top farm-ranch writers in the country. She is a member of the California Farm Bureau Federation and serves on the Sutter Amador Hospital Philanthropy Board and the Mule Creek Prison Community Board. Anne joins the CDI Curriculum Board in the agent/broker representative seat with a term ending on October 6, 2024.

Peter Schifrin was appointed to the Board on October 6, 2021. Mr. Schifrin is the Chief Executive Officer of Schifrin, Gagnon, & Dickey, Inc., a statewide claims adjusting and investigation company. In addition to his over 30 years of experience as an insurance adjuster, He is also a past board member of the Society of Registered Professional Adjusters and is a member of a number of professional organizations. He is incoming President for the National Association of Independent Insurance Adjusters, which is the national organization over the California Association of Independent Insurance Adjusters, of which he is a past President and current member. Mr. Schifrin previously served on the Curriculum Board from 2012 through 2018. He rejoins the CDI Curriculum Board in the insurance adjuster representative seat with a term ending on October 6, 2024.

Rene Swan was appointed to the Curriculum Board on October 2, 2020. Ms. Swan joined United Valley Insurance Services, Inc. in 2011 as a Marketing Manager. She was elected Vice President in 2013 and assumed the role of President in August 2016. In December 2019, Rene became the managing co-owner of United Valley, along with majority owner, The Leavitt Group. Ms. Swan leads a property and casualty insurance agency network of over 85 preferred independent agencies in California and Arizona, representing over $1 billion in total written premium. Her passion is to grow and develop the next generation of insurance professionals with an emphasis on providing support, encouragement, and sponsorship/mentorship to young women in the industry. She serves as a representative of the Independent Insurance Agents & Brokers of California. Ms. Swan was appointed to the Curriculum Board in the agent broker seat with a term ending on October 2, 2023.

Sandra Watts was appointed to the Curriculum Board on June 17, 2020. She is the Roadmap to Recovery Project Coordinator at United Policyholders (UP). Ms. Watts is an insurance claims educator, coordinating workshops and events as part of UP’s Roadmap to Recovery Program to help disaster survivors and legal professionals negotiate the insurance claims process. She is also a licensed public adjuster and presently is a continuing education instructor for public adjusters on various subjects. Ms. Watts was appointed to the Curriculum Board in the consumer group representative seat with a term ending on June 17, 2023.

Mimie Yoon-Lee was appointed to the Curriculum Board on January 1, 2020. She is the Assistant Vice President for Investment Advisor Training at Lincoln Financial Network. She is responsible for the creation and development of the network’s national advisor training programs, including national conferences and specialized training. In her 22 years with the firm, Ms. Yoon-Lee has served as both the Director of Insurance and the Director of Marketing. She also serves as the President-Elect for the National Association of  Insurance and Financial Advisors-California (NAIFA-California) and trustee for the NAIFA-California State Board. Ms. Yoon-Lee was appointed to the Curriculum Board in the life agent trade association representative seat with a term ending on January 21, 2023.

Curriculum Board Meetings, Agenda, and Minutes

The Curriculum Board holds three meetings each year: one in February, one in July, and one in October. The 2020 meeting minutes are provided below. The 2021 meeting schedules are also listed below. These meetings are currently held in Sacramento or via teleconference call, Zoom, WebEx, or Microsoft Teams.

2020

2021

2022

Curriculum Board Subcommittees

A subcommittee is created to review each of the prelicensing educational objectives and statutorily required courses every three years or sooner if there are changes to the California Insurance Code or the California Code of Regulations that affect the course curriculum training material. The Curriculum Board Chair appoints Board members and interested parties to subcommittees. Interested party subcommittee members are appointed to provide their expertise and are not eligible to vote on the final draft documents submitted to the Curriculum Board. The subcommittee meetings are held via teleconference call and the schedule for those calls are determined by the subcommittee members, which the calls are typically held every two or three weeks depending on the material being reviewed.

Long-Term Care Subcommittee        

12-Hour Ethics and California Insurance Code Objectives and the California Department of Insurance Ethics Training Course Development and Review Guidelines Subcommittee   

Annuity Training Course Outlines Subcommittee        

  • Next Meeting: December 7, 2021
  • Agenda

       California Department of Insurance Eight Hour Annuity Training Outline and Supporting Attachments     

       California Department of Insurance Four-Hour Annuity Training Outline and Supporting Attachments

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