Producer Licensing Bureau Questions and Answers
Continuing Education

How do I know how many continuing education hours I will need to renew my license?
New licensees must complete twenty-five hours (25) of continuing education hours per year for each of the first four years.  After the first four years, the licensee will need to complete thirty-hours (30) of continuing education for every two-year license term.

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Training

(update 6/29)
Consumer Driven Training
MCOL released version 4.0 of consumer driven training kit on CD-ROM. It includes key facts; market research; case studies, and tips on avoiding HSA pitfalls. It is available for $195 for individual sale. Site licenses and group discounts are available. For more information, visit www.mcol.com or call 209-577-4888.

(updated 4/05)
Training Senior Advisor Designation. Those who have earned the CSA credential can receive a transfer of credit toward The American College Chartered Advisor for Senior Living designation. The CSA will be accepted in lieu of The College's gerontology course, ?HS 350 Understanding the Older Client.? People with CSAs will only need to take four courses to earn a CASL instead of the usual five courses. For more information, call (610) 526-1450.

(updated 1/05)
Free LTC Training. UnumProvident is offering free Web-based training for brokers who sell individual income protection and/or long-term care insurance products. The training covers UnumProvident offerings, tips for initiating sales and completing applications, and underwriting requirements. For more information, call (877) 322-7222 or visit www.unumprovident.com.

(updated 1/05)
Life Insurance Training. LOMA revised its course materials for ?LOMA 290--Insurance Company Operations.? The revised text is required for several of LOMA's professional designations and includes information on hot topics, such as outsourcing insurance operations, doing business in an increasingly competitive global market, and planning human resources for international operations. For more information, call (800) 275-5662 or visit www.loma.org.

(updated 1/05)
Annuity Training. Sandi Kruise is training agents in the new rules and regulations regarding annuities. For more information, call (800)517-7500 or visit www.kruise.com.

(updated 1/05)
Software. Performance Solutions Technology introduced ManagePro. It combines project and performance management tools into a daily review of goals, action plans, and results. For more information, call (562)430-7096 or visit www.performancesolutionstech.com.

(updated 1/05)
Leadership Book. The book, ?The Leader Within: Learning Enough About Yourself To Lead Others,? shows people how to build an effective leadership style around their personality and disposition. Management gurus and best-selling authors Dr. Drea Zigarmi and Dr. Ken Blanchard base the book on a seven-year study of executives and decades of consulting, training, and researching. For more information, call (212) 593-5853 or e-mail flynne@plannedtvarts.com.

Free Drug Discount Card Training Program for Advisors. The Medicare Rights Center is offering free training for professionals on how to counsel people about the Medicare drug discount card program. Presentations can be downloaded from www.medicarerights.org/staterxpresentations.html. The training program has been customized for 10 states including California.
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California Annuity Training. Fiserv's RegEd regulatory education unit has received approval from the California Division of Insurance to deliver training to satisfy an important new regulation. The California Legislature now requires that each life insurance agent (resident and nonresident) selling any annuity products after January 1, 2005 must complete an eight-hour training course on annuities, approved by the California Department of Insurance. There are no exceptions to the requirement. For more information, call (800) 872-7882. www.fiserv.com.
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Online Continuing Education. WebCE.com is offering an Internet and paper-based California 2004 Annuity Training course that fulfills the newly mandated training requirement for agents who sell annuities. This new eight-hour course must be completed no later than Dec. 31, 2004 by all insurance agents and financial planners who sell annuities in California. For more information, visit www.webce.com and www.insurance.ca.gov.

 

 

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