CAL INS 2025 Life Insurance Course


On Jun. 14, CAL INS published notice on 2025 life insurance course.


  • CAL INS published notice on its new 2025 life insurance policies four-hour course.
  • Offered in response to SB 263 (Chapter 2, Statutes of 2024) which requires that life agents who engage in sale of certain policies must complete 4-hour course, #202321.
  • Document dated Jun. 14, received from CAL INS Jul. 8, summarized on Jul. 11.
  • Course Curriculum
  • Applicable to those who sell certain policies and are licensed on or after Jan. 1, 2024, to complete course before soliciting consumers to buy those life insurance policies.
  • CAL INS recently approved the Curriculum Board’s proposed creation of the new 2025 life insurance policies four-hour course curriculum to be effective Jan. 1, 2025.
  • This new four-hour course applies to all California life agents and focuses on policies other than term life with no cash value training based on the Prelicensing Education.
  • Requirement is part of, not in addition to, CAL resident licensee's continuing education.
  • Additionally, provided list of approved 2025 life insurance policies four-hour courses.
  • Effectiveness
  • New requirement effective on Jan. 1, 2025.

Regulators CAL INS
Entity Types IB; Ins
Reference Nt, 6/14/2024;
Functions Compliance; Product Administration; Registration/Licensing; Reporting; Training
Countries United States of America
Category
State
Products Insurance; Insurance-Life
Regions Am
Rule Type Final
Rule Date 6/14/2024
Effective Date 1/1/2025
Rule Id 218687
Linked to Rule :202321
Reg. Last Update 6/14/2024
Report Section US Insurance

Last substantive update on 07/11/2024