State Requirements

PENNSYLVANIA STATE REQUIREMENTS

Continuing Education 24 Hours Biennially

LICENSE RENEWAL

  • The license renewal date is the last day of the agent’s birth month

COURSES ACCEPTED FOR CE CREDIT

  • Classroom Courses
  • Self-Study Courses
  • Online Courses
  • Instructors will receive double credits for teaching a course. Course repetition rules apply

COURSE SUBJECT REQUIREMENTS

  • Any PA approved course can be completed to satisfy CE requirements

ANNUITY REQUIREMENT

  • EFFECTIVE December 26th, 2018, producers must complete a one-time 4 hour training before the end of the insurance producer's next compliance period occurring after December 26, 2018. For producers licensed on or after December 26, 2018, producers must complete the training before the end of the producer's first license period. Producers who have completed annuity training in another state with similar requirements will be deemed compliant.

LONG TERM CARE REQUIREMENT

  • Initial 8-hour LTC training requirement: Before selling, soliciting, or negotiating long-term care partnership products, producers must complete an initial 8-hour state-approved training course
  • Ongoing 4-hour LTC training requirement: After completing the initial 8-hour LTC training requirement, producers must complete a 4 hour follow-up training course every 24-month compliance period following the initial training
  • The 1 hour PA Medicaid Long Term Care Training Course is required and included within the 8 Hour Training course

CARRYOVER REQUIREMENT

  • Up to 24 credit hours can be carried over to the next compliance period

COURSE REPETITION

  • Credit will not be given for course that is repeated within a compliance period

FINAL EXAM

  • The exam must be a proctored, closed-book exam with no assistance provided to the student. A disinterested third party (someone other than a supervisor or relative) may proctor the exam
  • Specific Monitor Affidavit needed

EXEMPTIONS

  • Non-residents are exempt
  • Insurance Producers licensed prior to January 1, 1971, that have been continuously licensed and have not added any additional lines of authority
  • Limited lines
  • Individuals exempted by the commissioner due to hardship or good cause such as disability or medical condition
  • Non-residents are exempt if home state has a CE requirement

For Additional Information please contact:

Commissioner’s Office
1326 Strawberry Square
Harrisburg, PA 17120

Phone: 717-787-3840
Fax: 717-787-8553

State Website: insurance.pa.gov

Revised 8/8/19