Non-Resident Training Materials The following links provide outlines and training material for California non-resident licensees. This information is available in Adobe's Portable Document Format (pdf).   To view and complete these pdf forms on your browser you must have Adobe Acrobat Reader 3.0 or higher on your computer. A free copy of the Adobe Acrobat Reader can be downloaded from the Adobe Web site.

Training Outlines Non-California resident licensees are not exempt from the training required below.  To locate a long-term care or an annuity course, please review the Education Provider and Course Search web page.

Long Term Care Outline [in pdf format*] For California non-resident life agents who sell long term care California Insurance Code Section 10234.93 (4)(C) states, in part, that California nonresident licensees that are not otherwise subject to Section 1749.3 are required to complete training filed and approved by the commissioner as provided in subdivision (g) of Section 1749.4. 2004 Long Term Care Outline - Revised on 1/12/2004 2004 Long Term Care Outline, Attachment I 2004 Long Term Care Outline, Attachment II

Annuity Training Outline [in pdf format*] For California non-resident life agents who sell annuities California Insurance Code Section 1749.8 (a) and (b) states, in part, that every life agent (California resident or non-resident) who sells or solicits annuity products are required to complete training filed and approved by the commissioner as provided in subdivision (g) of Section 1749.4.

Eight-Hour Annuity Training 2004 Annuity Eight-Hour Training Outline- Revised on 7/27/2004 Provider Legislative Reference - Attachment I Living Trust Mills and Pretext Interviews - Attachment II Life Agent Disclosure Requirements for Sales to Elders - Attachment III 

Four-Hour Annuity Training  Notice - Four-Hour Annuity Training Requirement* Four-Hour Annuity Training Development and Review Guidelines*

---

Workers' Compensation Claims Adjuster Regulations - Claims Adjuster and Medical Bill Reviewer Training Requirements On or before July 1, all insurers are to certify annually to the Commissioner that they have met the minimum standards of training and/or experience stated in the Workers' Compensation Claims Adjuster Regulations for all claims adjusters and medical bill reviewers.

*To view and complete these pdf forms on your browser you must have Adobe Acrobat Reader 3.0 or higher on your computer. A free copy of the Adobe Acrobat Reader can be downloaded from the Adobe Web site.  

Education Frequently Asked Questions Education Provider Information   If you need further assistance, please call CDI's Producer Licensing Bureau's Education Unit at (916) 492-3064. Please be sure to include your name, telephone number, license number and e-mail address in all correspondence with the California Department of Insurance.