California Partnership for Long-Term Care

Agent Training. (a) Issuers shall provide written evidence to the Department of Insurance that procedures are in place to assure that no agent, broker, solicitor, or individual will be authorized to market, sell, solicit, or otherwise contact any person for the purpose of marketing a Partnership Long-Term Care Insurance Policy or Certificate unless the agent, broker, solicitor, or individual has completed eight (8) hours of education on long-term care in general that meet the requirements of Section 10234.93, Chapter 2.6 of Part 2 of the Insurance Code and eight (8) hours of training in a live classroom setting on the California Partnership for Long-Term Care in particular. Such assurances shall be in the form of a document signed by the agent, broker, solicitor, or individual and a representative of the company attesting to the completion of the required training by the agent, broker, solicitor, or individual and submitted to the Department of Insurance.

(b) Issuers shall provide written evidence to the Department of Insurance that procedures are in place to assure that no agent, broker, solicitor, or individual will be authorized to market, sell, solicit, or otherwise contact any person for the purpose of marketing a Partnership Long-Term Care Insurance Policy or Certificate unless, prior to each license renewal, the agent, broker, solicitor, or individual completes eight (8) hours of education in a live classroom setting on the California Partnership for Long-Term Care. This educational requirement is in addition to the requirements of Section 10234.93, Chapter 2.6 of Part 2 of the Insurance Code, which the agent must complete prior to taking the 8 hour training on the California Partnership for Long-Term Care. For licensees issued a license after January 1, 1992, the Partnership education requirement shall be met by completing four (4) hours of such education in each licensure year. Assurances that the education requirements have been met shall be in the form of a document signed by the agent, broker, solicitor, or individual and a representative of the company attesting to the completion of the required training by the agent, broker, solicitor, or individual and submitted to the Department of Insurance.

(c) Issuers shall use only curriculum and instructors approved by the Department of Insurance and the California Partnership for Long-Term Care.

(d) The curriculum for training courses on the California Partnership for Long-Term Care used for continuing education shall be submitted for approval to the Department of Insurance and to the California Partnership for Long-Term Care on an annual basis no later than January 1.

(e) Issuers that are self-funded and not otherwise subject to compliance with the California Insurance Code shall be exempt from the reporting requirements of this Section. Self-funded Issuers shall submit to the California Partnership for Long-Term Care written evidence that individuals authorized to market, sell, solicit, or otherwise contact persons for the purpose of marketing Certified Policies or Certificates have completed training equivalent to the requirements of this Section. Self-funded Issuers shall also use only curriculum and instructors approved by the California Partnership for Long-Term Care.