California Required Training Update for Annuities and Life Effective 01/01/2025

Effective 1/1/2025: 

Life Training: Life training will be operative on 1/1/2025 and the new rule applies to licenses that are issued or renewed on or after 1/1/2025: A life agent licensed on or after 1/1/2024 who sells life insurance policies other than term life with no cash value must complete 4 hours before soliciting nonterm life insurance policies sales. A life agent who sells variable life insurance policies must complete 2 hours of training before each license renewal. This is in addition to the four-hour annuity training requirement. 

Annuity training: Producers life licensed before 1/1/2025 selling annuities must complete 8 hours initial training due by 7/1/2025 and 4 hours ongoing training every 2 years. Producers life licensed on or after 1/1/2025 who want to sell annuities must complete 8 hours initial training due before selling annuities and 4 hours ongoing training every 2 years.