Non-Resident Training Materials
The following links provide outline and training material for California non-resident licensees. This material is available in Portable Document Format (PDF). To view and complete these PDF forms on your browser you must have an Acrobat Reader on your computer. A free copy of the Adobe Acrobat Reader can be downloaded from our Free Document Readers webpage.
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 webpage.
Long-Term Care Outline (in PDF format)
For California non-resident Accident and Health Agents who sell long term care (LTC) California Insurance Code section 10234.93 (4)(C) states, in part, that California non-resident licensees that are not otherwise subject to California Insurance section 1749.3 are required to complete training filed and approved by the commissioner as provided in subdivision (o) of California Insurance Code 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 insurance courses.
2025 Life Insurance Policies Four-Hour Course
California Insurance Code section 1749.81(a) requires life agents, licensed on or after January 1, 2024, who engage in the sale of specified life insurance policies on or after January 1, 2025, to complete a four hour life insurance training course before soliciting consumers to sell these life insurance policies (California resident or non-resident). This requirement shall be part of, and not in addition to, the California resident licensee's continuing education requirement.
2025 Life Insurance Policies Four-Hour Course
2025 Variable Life Insurance Policies Two-Hour Course
California Insurance Code section 1749.81(b) requires life agents who sell variable life insurance policies to complete two hours of topic specific training before each license renewal. This section applies to licenses that are issued or renewed on or after January 1, 2025 (California resident or non-resident). This requirement shall be part of, and not in addition to, the California resident licensee's continuing education requirement.
2025 Variable Life Insurance Policies Two-Hour Course
2025 Annuity Training Outline
For California non-resident Life-Only agents who sell annuities, California Insurance Code section 1749.8 (a) and (b) state, 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 California Insurance Code section 1749.4.
Annuity Training Notices
- Notice - 2025 Annuity Suitability Four-Hour Training Curricula
- Notice - 2025 Annuity Eight-Hour Course Curriculum
- Notice - 2025 Annuity Four-Hour Training Course
2025 Eight-Hour Annuity Training
- 2025 Annuity Eight-Hour Course Curriculum
- 2025 Annuity Legislative History - Attachment I
- 2025 Life Agent Disclosure Requirements for Sales to Elders - Attachment II
- 2025 Important Laws and Penalties - Attachment III
2025 Four-Hour Annuity Training
- 2025 Annuity Four-Hour Training Course
- 2025 How Fixed Variable and Index Annuity Contract Annuity Four-Hour Course
- 2025 Primary Uses of Annuities Types of Annuities and the Senior Market Annuity Four-Hour Course
- 2025 Taxation Suitability of Annuities Annuity Four-Hour Course
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 the Department'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.
