- Credits: 8
- Format: Self-Study eBook
- Field of Study: Specialized Knowledge
- Author/Speaker: Paul J. Winn
| Course ID: | Advanced Preparation: | Experience Level: |
|---|---|---|
| PW-642.21 | None | Overview |
| Published Date: | Program Prerequisites: | Other Course Formats: |
| © July 2020 | General Understanding of CIC | N/A |
COURSE DESCRIPTION
This course follows the outline of topics that must be addressed as part of all eight-hour long term care insurance courses designed to meet the requirements of the Section 10234.93(a) (4) (A) (B), and (C) of the California Insurance Code (CIC). This Section reads in part, “…Licensees shall complete the initial training requirements of this Section prior to being authorized to solicit individual consumers for the sale of long-term care insurance…”
Additionally, licensees who sell life insurance products that contain riders for long-term care are subject to the training requirements.
Topics include:
- Chapter 1. - Long Term Care
- Chapter 2. - Long Term Funding
- Chapter 3. - Federal Legislation and Long Term Care
- Chapter 4. - Long Term Care Insurance
- Chapter 5. - Statutory Provisions, Requirements, and Terminology
- Chapter 6. - Administration and Enforcement
- Chapter 7. - Advertising Guidelines and Marketing Practices
- Chapter 8. - California Partnership for Long Term Care
Who Should Attend:
- All Certified Public Accountants (CPAs)
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
