Montana State Requirements

Continuing Education Hours

  • 24 Hours Biennially including 3 hours of Ethics.

License Renewal

  • License term is every 2 years, based on the licensees 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 Commissioner on or before the license expiration date in order to maintain a valid insurance license.

Courses accepted for CE Credit

  • Classroom Courses
  • Self-Study Courses
  • Online Courses
  • Instructors will be credited with two times the number of approved credit hours

Courses Subject Requirements

  • Resident and non-residents must complete 1 credit hour of Legislative changes in Montana Insurance Statutes and Administrative Rules.

Annuity Requirement

  • There is no annuity requirement at this time.

Long Term Care Requirement

  • Initial eight (8) hours LTC
  • Four (4) hours LTC every 2 years following

Carryover Requirements

  • 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 licensees’ 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

Physical Address

840 Helena Avenue
Helena, MT 59601


Licensing Division Contact Information

Phone: (406) 444-2040 or (800) 800-332-6148
Fax: (406) 444-3497
State Website: www.csimt.gov


Broker Educational Sales & Training, Inc. provides this information as a courtesy to our clients. Every effort is made to ensure that the information is accurate. However, this information is subject to change, become outdated, or be incorrect due to new legislation or official rulings. Please check with the state to ensure accuracy.


Revised 06/07/2017.