Course Catalog

Montana Insurance Continuing Education

State Requirements

Continuing Education Hours

• All resident insurance producers, adjusters, consultants, title producers and surplus lines licensees will be required to complete 24 Montana approved CE credit hours biennially. All Montana insurance producers may complete any Montana-approved insurance continuing education course toward the 24 credit hour compliance.
• Producers who hold a credit life/ disability license only, must complete 5 hours in credit life/disability, insurance law or ethics, biennially. 

Required Training

• Long Term Care Training Requirement: All agents must complete an initial 8-hour training course before representing LTCI, and a 4-hour follow-up course by 7/1/2010. These requirements apply to currently licensed and newly licensed producers. Producers that become licensed after 07/01/2008 must complete the 8 hour one-time training course before they can begin selling long-term care products.
• Resident Producers  - May take an 8 hour NAIC course approved for use in any licensed state
• Non-Resident Producers - May take an 8 hour NAIC course approved for use in any licensed state

 Course Subject Requirements

• Resident and non residents must complete 1 credit hour of changes to Montana insurance statutes, biennially.
• All Montana insurance producers may complete any Montana-approved insurance continuing education course toward the 24 credit hour compliance.
• Producers licensed for limited lines only must complete the 5 hour requirement in insurance law, ethics, and/or credit life and credit disability insurance.

Continuing Education Compliance Date

Same as License Renewal Date

License Renewal Date

The renewal date is the first day of the agent's birth month biennially. (The renewal date for agents born in odd years will be in odd years, and the renewal date for agents born in even years will be in even years)

Type of courses accepted for CE Credit

Independent self study courses or classroom

Carryover Requirements

Carryover not allowed.

Course Repetition

Producers, adjusters, and consultants may not earn credit for any courses repeated as either student or instructor within a 2-year period.

Final Exam

Final exam must be monitored by a disinterested third party. (i.e. an individual not related to or able to benefit from the actions of the agent)

Exemptions

None at this time

Method to Certify Completion

You will be able to print your certificate of completion online once you have completed your exam. Licensees must file prior to the compliance deadline. Filing forms are mailed to the licensee prior to the filing deadline. The producer keeps a copy of the filing form and the original certificates of completion in their files for 3 years. Licensees may also file continuing education credits online.

Nonresidents

• Nonresident producer submit letter of certification (not more than 90 days old) or current printout from the PDB showing compliance with home state CE, a completed Montana summary report form and nonresident license renewal fee to the insurance department by the renewal date.
• Nonresident adjusters who do not have a home state requirement must meet this state’s continuing education requirement.

License Number Look Up Click Here

For Additional Information please Contact:

Montana Insurance Division
Licensing Division

840 Helena Avenue
Helena, MT 59601

Phone: (800) 332-6148 or (406)444-2040
Fax: 406-444-3497

State Website:  http://www.sao.mt.gov

WebCE provides this information as a courtesy to individuals who are subject to continuing education (CE) as insurance agents and/or brokers. Although reasonable efforts have been made to ensure that the information provided here is accurate and current, WebCE nor its employees warrant or represent that this information is accurate and current. All information is subject to change without notice.