Completion Alabama Alaska Arizona Arkansas California State Certification: must complete initial 16 hours (8 hrs of general LTC CE and 8 hrs of classroom-only CE specifically on the CA for LTC prior to the marketing of any policies), plus 8 hrs classroom every 2 yrs. Ongoing N One of the original 4 programs. http://www.dhs.ca.gov/cpltc/ Colorado 1/1/2008 Not yet. (Confirmation of effective date pending) 1/1/09, all producers must take a one-time 16-hour training course consisting of: 8-hours of general LTC training; and 8-hours of training specific to LTC in a classroom setting. Thereafter, the producer must receive 5-hours of in-classroom LTC refresher training every 2 yrs. Question as to reciprocity. 1/1/09 Y Awaiting additional Connecticut State Certification: one-time 7-hour classroom course. Ongoing With IN only One of the original 4 programs. http://www.ctpartnership.org Delaware Long Term Care is Underwritten by Life Insurance Company, Boston, MA 02117 For professional use only. Not for use with consumers. is updated on an ongoing basis. LTC-3251 6//14/07 Page 1
Completion District of Columbia Florida 1/1/2007- not FL did not adopt the NAIC Model requirements, but does require training for all producers. parameters to be determined by carrier. JH's requirements. However, NAIC standards will meet our We recommend that producers meet NAIC training requirements in FL so that such training may be used to satisfy another state s training requirements so long as reciprocity is recognized in that state. Y Proposed regulations released. Exchanges regulated and must be offered back to PHs with policies issued on or after 3/1/03. Special disclosure required at time of solicitation, policy issue and at PH request. FL defines format of PH information and claim summary form. Georgia Hawaii Idaho Illinois Indiana Iowa 1/1/2007- not 11/1/2006 and Y Awaiting additional NAIC (8 hrs initial, plus 4 hrs every two yrs). reciprocity adopted. All producers must receive 8-hour initial training by 11/1/07. can be sold in the interim. State Certification: Complete 8-hr traditional LTC insurance CE requirement, plus take an additional one-time only 7-hr course on the Indiana LTC Insurance. Upon completion of the 7-hour course, an agent must then meet only traditional LTC insurance CE. Requirements (5 hours every 2 yrs) in order to continue selling ILTCIP policies. 11/1/07 Y First state to have DRA program. ID also updated their LTC regulation to meet 2006 NAIC LTC Model Ongoing With CT only One of the original 4 programs. 12/5/07 http://www.state.in.us/fssa/ilt cp/ Long Term Care is Underwritten by Life Insurance Company, Boston, MA 02117 For professional use only. Not for use with consumers. is updated on an ongoing basis. Page 2
Completion Kansas 1/1/07 - not yet Y Awaiting additional Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico 7/1/2006 not 7/1/2006 not 1/1/2007 and MN will legislatively adopt NAIC standards (8 hrs initial, plus 4 hrs every two yrs). Will require special MN specific Medicaid Assistance training. Y Awaiting additional guidance via legislation and regulation. Y Awaiting additional NV did not adopt the NAIC Model Y Awaiting additional requirements, but does require training guidance. and carrier documentation for producers selling. No requirement for non- producers. parameters to be determined by carrier. JH's requirements. Carrier must provide DOI with a listing of approved producers. Long Term Care is Underwritten by Life Insurance Company, Boston, MA 02117 For professional use only. Not for use with consumers. is updated on an ongoing basis. Page 3
Completion New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin SPA Filing Pending 9/1/2007- not State Certification: Agents are required to earn 8 continuing education (CE) credits before selling or marketing a product. Consists of online e-learning module, classroom exam (4 CE credits), and 4-hr classroom training (4 CE credits). Ongoing N One of the original 4 programs. Y Awaiting additional guidance regarding implementation plan from the DOI JH will require that all producers selling and non- in Virginia meet NAIC training requirements (8 hrs initial, plus 4 hrs every 2 years) subject to the following: o o 8 hours by 9/1/07 or 2 hours by 9/1/07 and evidence of prior 6 hour CE certification reciprocity adopted. Prior to JH s launch date or 9/1/07. Y VA also updated their LTC regulation to meet 2006 NAIC LTC Model http://www.nyspltc.org/ Long Term Care is Underwritten by Life Insurance Company, Boston, MA 02117 For professional use only. Not for use with consumers. is updated on an ongoing basis. Page 4
Completion Wyoming Long Term Care is Underwritten by Life Insurance Company, Boston, MA 02117 For professional use only. Not for use with consumers. is updated on an ongoing basis. Page 5