California

Comprehensive Guide to California Life Insurance Agent Training Changes in 2025

Posted on 12.11.24

Significant updates to insurance agent training requirements in California are coming in 2025. These changes, mandated by Senate Bill 263, reshape the continuing education landscape for licensed life insurance agents across the state. These changes apply to both resident and non-resident licensees selling certain life insurance products. As a leading provider of California insurance CE courses, BetterCE is here to guide agents through these updates to ensure compliance and success. This article explores the four major insurance agent training changes agents need to understand to stay compliant. 1. New 4-Hour Life Insurance Policy Training Course Starting January 1, 2025, a...

New Annuity Training Requirements for California Insurance Agents in 2025

Posted on 10.08.24

The California Department of Insurance has issued new Annuity Training Requirements, which will become effective January 1, 2025. These changes are a result of the passage of Senate Bill 263, which adopts the new “Best Interest” standards for annuity sales practices. The new training requirements will replace the existing 8-Hour and 4-Hour Annuity Training requirements. All licensed California insurance agents who sell or solicit annuity products must complete the new 8-Hour Annuity Training requirement prior to July 1, 2025. This applies to all agents, resident and non-resident, and even to agents who previously took the 8-Hour Annuity Training. The new...

SPECIAL BULLETIN: New Training Requirements for California Life Insurance Agents

Posted on 08.01.24

September 1, 2025 The California Department of Insurance has adopted two (2) new training requirements for California Life Insurance Agents who sell certain products. These new requirements are a result of SB 263, recently passed by the California legislature. Both training requirements will become effective January 1, 2025, and apply to both resident and non-resident life agents who sell certain products. 4-Hour Life Insurance Policy Training Course Agents whose licenses were issued on or after 1-1-2024 and sell life insurance policies other than term life with no cash value shall be required to complete this new 4-hour training course prior...

BULLETIN: New Anti-Fraud Training Requirement for California Insurance Agents and Brokers

Posted on 03.06.23

Please be advised that effective March 1, 2023 all California agents and brokers must complete a 1-hour Anti-Fraud Awareness Training Course as part of their ethics training requirement. This applies to all agents and brokers who renew, or late renew their license after March 1, 2023. It is important to point out that agents who have an expiration date occurring after March 1, 2023, and have already renewed their license, must still complete this training if they have not done so. To comply with the new Agents and Brokers Anti-Fraud Training Requirements, agents must view a 1-hour Agents and Brokers...

BULLETIN: NEW REQUIREMENT FOR CALIFORNIA INSURANCE AGENTS – LICENSE NUMBER REQUIRED IN EMAIL COMMUNICATIONS

Posted on 11.15.22

November 15, 2022: The California Department of Insurance has issued a Notice advising all California agents, adjusters, agencies, and others of new legal requirements pertaining to email communications. Effective January 1, 2023, California licensed insurance agents, adjusters, brokers, and other licensees will be required to include their license number on email communications. This applies to any email from any account that pertains to any activity for which the licensee must hold a license. The license number must be displayed below or adjacent to the licensee’s title in a font no smaller than the licensees other contact information. If the agent...

What If I Don’t Renew My California Insurance License On Time?

Posted on 11.14.22

To keep a resident insurance license active in California, all major-lines licensed insurance agents are required to do two things every two years: 1) complete the required continuing education of 24 credits, and 2) renew their insurance license. This must be done prior to the licensee’s expiration date. Specific renewal requirements can be viewed in our article: How to Keep Your Insurance License Active in California. So, what happens if you don’t complete your California insurance continuing education before your license expiration date? You won’t be able to renew your license, and it will be put into inactive status. As...

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