MONTANA STATE REQUIREMENTS
Continuing Education 24 Hours Biennially
Including 3 Hours of Ethics


LICENSE RENEWAL

  • License term is every 2 years, based on the licensee’s birth month in even or odd-numbered years. Licensees who were born in an even-numbered year will be required to complete their CE in even-numbered years. Licensees who were born in an odd-numbered year will be required to complete their CE on odd-numbered years. The license expiration date on the face of each Montana license is the continuing education compliance deadline
  • Resident licensees do not renew their license. The licensee must report the CE completions to the Office of the Insurance Commisioner on or before the license expiration date in order to maintain a valid insurance license
COURSES ACCEPTED FOR CE CREDIT
  • Classroom Courses
  • Self-Study Course
  • Online Courses
  • Instructors will be credited with two times the number of approved credit hours
COURSE SUBJECT REQUIREMENTS
  • Resident and non-residents must complete 1 credit hour of Legislative changes in Montana Insurance Statutes and Administrative Rules
ANNUITY REQUIREMENT
  • Effective January 1, 2018: All producers currently licensed to sell, solicit, and negotiate annuity products in Montana, must complete a one-time annuity training course no later than January 1, 2018. All producers licensed on or after January 1, 2018 must complete this training prior to selling, soliciting, or negotiating such products. *Producers who satisfy the training requirements of another state that are similar to the Montana law, will be deemed compliant for the Montana requirement
LONG TERM CARE REQUIREMENT
  • Initial eight (8) hours LTC
  • Four (4) hours LTC every 2 years following
CARRYOVER REQUIREMENT
  • Credit hours cannot be carried over to the next compliance period
COURSE REPETITION
  • Credit will not be given for course that is repeated within a two year biennial period
FINAL EXAM
  • A course examination monitor must be a disinterested third party. The monitor cannot be a member of the licensee’s family by birth, marriage or any other recognizable family relationship. The monitor may not have financial dependence on the licensee; this excludes employers, employees, business partners or any other person who would benefit from the licensee passing the examination from monitoring examinations
  • Specific Monitor Affidavit needed
EXEMPTIONS
  • Non-resident agents whose home state CE has a reciprocal agreement with Montana

For Additional Information please contact:

Montana State Auditor Insurance & Securities

840 Helena Avenue
Helena, MT 59601

Licensing Division
Phone: 406-444-2040
800-332-6148
Fax: 406-444-3497

State Website: http://www.csimt.gov

Revised 6/13/18