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 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 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 non-resident 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.
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) 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 CIC Section 1749.4.
Annuity Training Notices
- Notice - 2011 California's Annuity Training Requirements
- Notice - 2010 Four-Hour Annuity Training Requirement
PDF Format
Eight-Hour Annuity Training
- Eight-Hour Annuity Training Outline
- Life Agent Disclosure Requirements for Sales to Elders - Attachment II
- Penalties Defined, Attachment III
Four-Hour Annuity Training
- How Fixed, Variable, and Index Annuity Contract Provisions Affect Consumers
- Primary Uses of Annuities, Types of Annuities and the Senior Market
- Annuity Suitability Transactions
- Taxation and Suitability of Annuities
Word Document
Eight-Hour Annuity Training
- Eight-Hour Annuity Training Outline
- Annuity Legislative History - Provider Reference - Attachment I
- Life Agent Disclosure Requirements - Attachment II Annuity
- Penalty Defined, Attachment III
Four-Hour Annuity Training
- Annuity Suitability Transactions
- How Fixed, Variable, and Index Annuity Contract Provisions Affect Consumers
- Primary Uses of Annuities, Types of Annuities and the Senior Market
- Taxation and Suitability of Annuities for California Insurance Agents' Training Courses
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 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.
