CE Information

Licensed insurance producers and adjusters are required to complete a specific number of continuing education hours in order to renew their licenses.  Here is a brief overview of the Montana CE requirements for licensed insurance producers and adjusters:

  • Limited Lines Insurance Producers - Must complete 5 hours of approved CE during each license period in the areas of Insurance Law, Ethics, or Limited Lines Credit Insurance.

  • All Other Insurance Producers, Adjusters, and Consultants, including those licensed to sell Title Insurance - Must complete 24 hours of approved CE during each license renewal period.

  • Requirement for all producers, adjusters, and consultants:  At least 1 of the 5 or 24 approved hours must be on the topic of changes in Montana insurance statutes and administrative rules.

  • Courses must be taken in the 24 months prior to the license renewal date.  If an agent or adjuster has more than 24 months from the license issue date until the license renewal date, CE courses taken more than 24 months before the renewal date of the license will not count toward the CE requirement.

  • Adjusters may take any CE course approved for adjusters or producers.

  • Producers may take approved courses in lines of authority for which they are not licensed.  For example, a Life and Health producer may take approved Property and Casualty CE courses and vice versa to satisfy their biennial CE requirement.

  • Credit is not awarded if a course is repeated within a 2-year period.  This means precisely the same course, with the same course number.  For example, if a licensee attends an Ethics course offered by one course provider, s/he may attend an Ethics course offered by a different course provider and receive credit for both, so long as they are not the same exact course with the same course number.

  • Producers who sell Long Term Care insurance must take an 8-hour training course before selling LTC insurance and, if they sell LTC insurance, must include at least 4 hours of CE on the topic of LTC.

  • Producer and Adjuster licenses renew every 24-months on the last day of the month preceding the producer's birthday month.  (i.e.  If your birthday is in April, your producer license will expire on 4/1.)  If your year of birth is an even year, your license will expire in even years; if your year of birth is an odd year, your license will expire in odd years.

Click here for the Montana Insurance Producer and Consultant Continuing Education Act (MCA 33-17-1201, 1202, 1203, 1204, 1205, 1206, 1207

Click here for the Montana Insurance Continuing Education Fees and Administrative Rules

Click here for details of the Long Term Care Insurance Act

Click here to enter your CE online

The information shown above is a brief summary as of the publishing of this website and subsequent revisions.  For current, up-to-date information, please refer to the Division of Insurance, Montana Insurance Continuing Education Program.

 

 

 

 

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