State Requirements

LICENSE RENEWAL

• License Renewal date is the last day of the producer’s birth month, every two years.

COURSES ACCEPTED FOR CE CREDIT

• Classroom Courses – must complete 12 hours in Classroom credit
• Self-Study Courses
• Online Courses
• Classroom Equivalent

COURSE SUBJECT REQUIREMENTS

• Three (3) hours of ethics each compliance period
• Twenty-One (21) hours can be in any line of insurance
• Twelve (12) hours must be in the classroom or classroom equivalent

ANNUITY REQUIREMENT

• A producer may not solicit annuity products unless the producer has adequate knowledge of the product and is in compliance with the insurer’s product training standards. No specific hourly requirements have been instituted

LONG TERM CARE REQUIREMENT

• Initial 3-hour LTC training requirement: Before selling LTC insurance products in Utah, producers must complete an initial 3-hour, state-approved LTC training course
• Producers continuing to sell LTC must complete 3 hours of state-approved LTC training during every 24-month licensing period after the period in which they completed the initial training

CARRYOVER REQUIREMENT

• Credit hours cannot be carried over to the next compliance period

COURSE REPETITION

• Credit will not be given for courses that are repeated within a compliance period

FINAL EXAM

• No monitor required for a final exam

EXEMPTIONS

• Producers licensed before December 31. 1982 may request exemption
• Non-resident licensee whose CE requirements are substantially similar to that of Utah