Wisconsin State Requirements

Updated: 03/12/2012

Continuing Education Hours

• 24 hours biennially, including 3 hours of ethics.
• Life settlement brokers must complete an initial training course of 8 hours prior to applying for the license.

Course Subject Requirements

• All Wisconsin licensed resident insurance producers who sell federal flood insurance policies shall be required to complete a one time 3 hour requirement on flood insurance.
  Effective May 1, 2011: Agents wishing to sell annuities must also complete a one-time, 4 hour annuities course.
• Agents wishing to sell LTC must also complete a 8-hourLTC requirement prior to selling LTC products. The LTC requirement counts towards the completion of the basic CE requirement. By the end of each consecutive renewal period, agents must complete a 4-hour "refresher" state-approved LTC course to continue selling LTC.
• Wisconsin Medicaid Training: Non-residents who have completed the initial LTC Partnership Training course in another state must take a 2-hour Medicaid Training course specific to Wisconsin.

Continuing Education Compliance Date

License renews on last day of licensee birth month even/odd years. Licenses issued in even years will renew in even years; licenses issued in odd years will renew in odd years.

License Renewal Date

License renewal date is the same date as compliance date.

Type of courses accepted for CE Credit

Classroom study and independent self-study courses and online courses.

Carryover Requirements

Not allowed

Course Repetition

Courses may not be repeated within the same reporting period

Final Exam

Independent self-study and online final examinations are required to be monitored by a disinterested third party.

Exemptions

• Individuals who have an exclusive limited line insurance license for credit, managing general agent, legal expense or title insurance.
• Individuals who become seriously ill or disabled or who serve on active military duty outside WI may request a waiver of the CE requirement for a specific reporting period.

Method to Certify Completion

You will be able to print your certificate of completion online once you have completed your exam. The course provider reports credits earned to the CE administrator (Sircon). The CE administrator (Sircon) will send a transcript to the agent at least 60 days prior to the compliance date. The agent keeps the original certificates of completion in their files for 4 years.

Nonresidents

Exempt if agent completes home state CE requirement

For Additional Information please Contact:

Wisconsin Office of the Insurance Commissioner Agent Licensing Section

Office of the Commissioner of Insurance
125 S. Webster St.
Madison, WI 53703-3474

Phone: (608) 266-3585, Madison; (800) 236-8517, statewide

Email: ociagentlicensing@wisconsin.gov

State Website: http://oci.wi.gov/oci_home.htm

 CE Subscriptions

Monitor Information

Many states require that your test be monitored by a 3rd party when you take this course. The person taking the test and the monitor must sign an affidavit and submit it to the CE Provider. Those states are:

Alabama, Arkansas, Arizona, Colorado, Connecticut, District of Columbie, Georgia, Hawaii, Iowa, Indiana, Kansas, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, North Carolina, Nebraska, Nevada, New Jersey, New York, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, West Virginia, Wisconsin and Wyoming.

Other states require no monitor, but still require an affidavit to be filled out and submitted to the CE Provider before credit can be granted for a passed course. Those states are:

Florida and Ohio.

If you are going to be requesting a certificate or credit in any of the states' mentioned, then you will need to have a monitor present when you take the 8 hour course, and have them fill out the correct monitor form (one for each state you are requesting the certificate from that requires a monitor). You can find all of the monitor forms by clicking here.