Cal. Code Regs. Tit. 22, § 58056 - Agent Training
(a)
Issuers shall provide written evidence to the Department of Insurance that
procedures are in place to assure that no agent, broker, solicitor, or
individual will be authorized to market, sell, solicit, or otherwise contact
any person for the purpose of marketing a Partnership Long-Term Care Insurance
Policy or Certificate unless the agent, broker, solicitor, or individual has
completed eight (8) hours of education on long-term care in general that meet
the requirements of Section
10234.93, Chapter 2.6 of Part 2 of
the Insurance Code and eight (8) hours of training in a live classroom setting
on the California Partnership for Long-Term Care in particular. Such assurances
shall be in the form of a document signed by the agent, broker, solicitor, or
individual and a representative of the company attesting to the completion of
the required training by the agent, broker, solicitor, or individual and
submitted to the Department of Insurance.
(b) Issuers shall provide written evidence to
the Department of Insurance that procedures are in place to assure that no
agent, broker, solicitor, or individual will be authorized to market, sell,
solicit, or otherwise contact any person for the purpose of marketing a
Partnership Long-Term Care Insurance Policy or Certificate unless, prior to
each license renewal, the agent, broker, solicitor, or individual completes
eight (8) hours of education in a live classroom setting on the California
Partnership for Long-Term Care. This educational requirement is in addition to
the requirements of Section
10234.93, Chapter 2.6 of Part 2 of
the Insurance Code, which the agent must complete prior to taking the 8 hour
training on the California Partnership for Long-Term Care. For licensees issued
a license after January 1, 1992, the Partnership education requirement shall be
met by completing four (4) hours of such education in each licensure year.
Assurances that the education requirements have been met shall be in the form
of a document signed by the agent, broker, solicitor, or individual and a
representative of the company attesting to the completion of the required
training by the agent, broker, solicitor, or individual and submitted to the
Department of Insurance.
(c)
Issuers shall use only curriculum and instructors approved by the Department of
Insurance and the California Partnership for Long-Term Care.
(d) The curriculum for training courses on
the California Partnership for Long-Term Care used for continuing education
shall be submitted for approval to the Department of Insurance and to the
California Partnership for Long-Term Care on an annual basis no later than
January 1.
(e) Issuers that are
self-funded and not otherwise subject to compliance with the California
Insurance Code shall be exempt from the reporting requirements of this Section.
Self-funded Issuers shall submit to the California Partnership for Long-Term
Care written evidence that individuals authorized to market, sell, solicit, or
otherwise contact persons for the purpose of marketing Certified Policies or
Certificates have completed training equivalent to the requirements of this
Section. Self-funded Issuers shall also use only curriculum and instructors
approved by the California Partnership for Long-Term Care.
Notes
2. Certificate of Compliance as to 8-30-93 order, including amendment of subsections (a)-(d) and new subsection (e) transmitted to OAL 12-30-93 and filed 1-28-94 (Register 94, No. 4).
3. Amendment of subsections (a) and (b) filed 10-1-98 as an emergency; operative 10-1-98. Submitted to OAL for printing only pursuant to Welfare and Institutions Code section 22009(d) (Register 98, No. 41). A Certificate of Compliance must be transmitted to OAL by 1-29-99 or emergency language will be repealed by operation of law on the following day.
4. Certificate of Compliance as to 10-1-98 order transmitted to OAL 1-28-99 and filed 3-15-99 (Register 99, No. 12).
Note: Authority cited: Section 22009(a), Welfare and Institutions Code. Reference: Sections 22003 and 22004, Welfare and Institutions Code.
2. Certificate of Compliance as to 8-30-93 order, including amendment of subsections (a)-(d) and new subsection (e) transmitted to OAL 12-30-93 and filed 1-28-94 (Register 94, No. 4).
3. Amendment of subsections (a) and (b) filed 10-1-98 as an emergency; operative 10-1-98. Submitted to OAL for printing only pursuant to Welfare and Institutions Code section 22009(d) (Register 98, No. 41). A Certificate of Compliance must be transmitted to OAL by 1-29-99 or emergency language will be repealed by operation of law on the following day.
4. Certificate of Compliance as to 10-1-98 order transmitted to OAL 1-28-99 and filed 3-15-99 (Register 99, No. 12).
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