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

  • Producers must complete a one-time 4-hour training before selling annuity products.

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

  • 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 5/27/21