Education

Long Term Care Insurance Requirements
California Requirements to Sell Long-Term Care Insurance
 
  1. You must have a valid California Life and Disability license.
 
  1. Complete the 8 hours certification in long-term care insurance. This certification is valid for two years. Here are the options:
    1. Take an in-person class from a trainer in your area.
    2. Take an online class from one of the providers below. Make sure you get the 8-hour class that meets CA State CTQ requirements for long-term care (it will say so on the class outline).
                                                               i.      www.affordableeducators.com
                                                             ii.      www.webce.com
 
  1. You should also take the required training for the California Partnership for Long-Term Care. This class must be taken in person. Some local providers are:
    1. Sandi Kruise:   www.kruise.com
    2. Sandy Miley:   Miley Education & Insurance 800-517-7500
    3. Tom Orr:   www.tomorr.com
 
  1. Get contracted with a reputable Brokerage General Agent and learn what is needed to get quotes for your clients. Review your client files and notify all your clients age 45 to 65 that you offer long-term care insurance!