Wisconsin Insurance Continuing Education Courses and Requirements

WISCONSIN CE COURSES

The following courses are currently available for Wisconsin:

Course NameCredit HoursLine of Authority
Anti Money-Laundering - Ethical Decision Making for Insurance Producers3.00Ethics
Ethical Practices: Avoiding E&O Claims3.00Ethics
Ethics & Insurance: How to Sell Ethically & Comply with the Law3.00Ethics
Front Line Fraud Prevention3.00Ethics
NFIP Flood Insurance3.00Flood
Indexed Product Training4.00Life
Principles of Life and Health Insurance12.00Life and Health
Distribution Planning4.00Life/Health
Group Benefits & Worksite Insurance4.00Life/Health
Health Insurance Policies: Protecting Clients from Health-Related Loss5.00Life/Health
Life Insurance Policy Types & Suitability6.00Life/Health
Medicare Supplement Insurance: Closing the Gap4.00Life/Health
Retirement Planning4.00Life/Health
Variable Life & Annuities: Understanding Investment Potential and Risks5.00Life/Health
Annuity Suitability and Best Interest Standard Training4.00Annuity Suitability
WI Long-Term Care Certification Training8.00LTC
WI LTC Certification Refresher4.00LTC
Wisconsin Long-Term Care Partnership and Medicaid2.00LTC
Businessowners Policy (BOP)4.00Property/Casualty
Commercial Lines: Property/Auto/Liability4.00Property/Casualty
Personal Lines: Protecting Your Client's Home, Auto, & Critical Risks7.00Property/Casualty
Principles of Property and Casualty Insurance13.00Property and Casualty

 

REQUIRED HOURS

• Producers in Wisconsin are required to take 24 hours of CE, including 3 hours of ethics, every 2 year license term.

• No credits can be carried over into the next license term and a course cannot be repeated for credit more than once in a 2 year license term.

• Students may take an approved course in any line of authority to obtain their Continuing Education credits, but it is recommended that they take courses pertaining to their license type.

 

SPECIAL TRAINING

• LONG TERM CARE PARTNERSHIP TRAINING: Before a Producer can sell or solicit Long Term Care Insurance, they must complete an 8-hour state approved LTC training course, two hours of which must be specific to Wisconsin's Medicaid program. Producers must then complete an ongoing 4-hour LTC training course each biennium after, one hour of which must be specific to Wisconsin's Medicaid program. Non-resident producers who have taken and completed another state's LTC Partnership must complete a 2-hour Wisconsin Specific Medicaid Training Course before selling or soliciting Long Term Care Partnership products in Wisconsin. Moreover, those non-residents who complete the ongoing training requirement in another state must also take a 1-hour Wisconsin Specific Medicaid Training Course.

• FLOOD INSURANCE TRAINING: Wisconsin licensed producers who sell National Flood Insurance Policies are required to take a one-time 3 hour course on Flood Insurance.

• ANNUITY TRAINING: Wisconsin producers must take a course approved for at least 4 hours before selling or soliciting any annuity products.

• LIFE SETTLEMENT BROKER: Producers who are applying for a Life Settlement Broker License must complete an 8 –hour training course. The course taken must comply with Wisconsin’s topic outline and state statutes and approved for the minimum number of credits allowed in Wisconsin. Ongoing 4-hour training is to be completed every 24 months.

 

COURSE PRESENTATION

• CERTIFICATION EXAM – Students are required to pass the certification exam with a 70% or better. Exams must be monitored by a disinterested third party who certifies that the licensee completed the exam without outside assistance.

• STUDY BY TOPIC QUIZZES – ExamFX recommends that all Study by Topic Quizzes are passed with a 70% or better.

• STUDENT AND PROCTOR ATTESTATION – The student and proctor attestation must be completed following the certificate exam.

 

CERTIFICATES OF COMPLETION AND REPORTING

Your certificate of completion will be emailed to you within two (2) business days. Completions are reported to state entities within two (2) business days of the certificate having been issued. There is a state charge of $1.00 per credit hour. This fee will be charged prior to accessing the certification exam.

 

NONRESIDENT PRODUCERS

Nonresident Producers are not required to comply with Wisconsin's CE requirements if they have completed CE in their home state and remain in good standing, EXCEPT for the Annuity and LTCP training.

 

 

 

CE EXEMPTIONS

• Resident Producers who hold an exclusive limited line insurance license for credit, legal expense, travel, and title insurance.

• Nonresidents are not required to supply the Office of the Commissioner of Insurance with evidence of completing continuing education in their home states.

 

LICENSE RENEWAL

Producers will receive a renewal notice in the mail from the Wisconsin Department of Insurance 60 days prior to fees being due. Licensees must pay the biennial regulation fee to continue practicing in the insurance industry. Producers who do not have the required CE posted on or before the license expiration date will have their license revoked.

 

STATE CONTACT INFORMATION

Wisconsin Department of Insurance

Phone: 608-266-3585

 

Fax: 608-267-9451

 

Email: [email protected]

 

Mailing Address:
Office of the Commissioner of Insurance
125 S. Webster St.
Madison, WI 53703-3474

The information displayed above is for informational purposes only. ExamFX is not responsible for the accuracy of the information on this page. All steps have been taken to make sure that the information relayed on this page is accurate; however, information is subject to change without notice. It is the responsibility of the producer to be compliant per their states requirements.