NAIC Long-Term Care and Partnership

Wisconsin 2-hour non-resident update

This course  is specifically written to give notice to agents that are non-residents of Wisconsin of changes and differences that the state of Wisconsin has in their NAIC LTC course compared to the version they have taken in their resident state.

This course is required to take if an agent wishes to sell LTC in Wisconsin, and they have already taken their home state's NAIC LTC required course.  

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

Course Format

System Requirements: Please note that Mozilla firefox 9 download here or Internet explorer 8 or higher: Download here 
are required to view our website when you wish to access the learning center. You should also note that taking courses over a wireless internet connection is not advised. When taking your exams you should try to be on a wired internet connection to your computer.

If your state requires monitored exams, you must have your monitor sign-in and follow the monitor instructions BEFORE you begin the exam.  See the State Information tab, Monitor tab and Help Center for more information.

How to Redeem Vouchers 

Monitor Instructions - General

 IMPORTANT!!!

Your state requires that your exam(s) MUST be monitored.

The monitor must print, sign and complete the affidavit found by clicking Printable Monitor Form to indicate that the exam was taken without any outside help from any source. Please fax the completed monitor form to: (619) 421-8171 immediately after completing the exam. Your exam will not be completed, and no CE credit will be awarded or reported to your state, until the properly completed, signed monitor form has been received (along with any state reporting fees that may be due).

Optional PACE or CFP Credit

Many of our Insurance CE courses are also approved for CE credit for agents who hold professional designations such as CLU, ChFC, CFP. The type of CE credit and number of hours approved are listed above in the course description.