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The most Comprehensive CA Long-Term Care and CA Partnership CE Training Available

Each month we bring the most informative and highest quality Continuing Education courses, fullfilling your certification needs and providing you with the knowledge to be an effective Long-Term Care insurance agent.   

Our Long-Term Care and Partnership classroom courses are eligible for 8-hours of CE and 8-hours of CFP Credit each. 

LTC and Partnership classes cost $85 each, or $150 for both when attending the LTC and Partnership classes within 6-months of each other.  All LTC and Partnership classes are held from 8:30am - 4:30pm. 


California Partnership (Tax Qualified)

        Course #85943 - 8-hours of CE credit 

The Partnership course will prepare and certify agents to sell California Partnership for Long-Term Care Insurance in the state of California. The California Partnership Course is a mandatory classroom style course and is not available via the internet or home-study. 

We offer many locations each month where you may take the CA Partnership class. There is no test in any of our classroom style courses and you will receive your certificate of completion at the end of the class. The CA Partnership course is eligible for 8-hours of CE and 8-hours of CFP (certified financial planner) credit.  We will submit your CE Credit to the California Department of Insurance once you have completed the course.  We will also submit your 8-hours of CFP credit to the CFP Board if you are a Certified Financial Planner.  

If you are a new agent and have not taken the 8-hr. California Long-Term Care course previously, you must first take this course before you take the 8-hr. California Partnership course.  If you are renewing your LTC or Partnership certification/courses, you do not need to take the courses in order, you should renew the courses as they come up for renewal (courses are valid for 24 months from the date which you take them).

Classes cost $85 each, or $150 for both when attending the LTC and Partnership classes within 6-months of each other.   Class is held from 8:30am - 4:30pm.


California Long Term Care (Tax Qualified)

    Course #149298 - 8-Hours of CE Credit 

The Long-Term Care course will prepare and certify agents to sell Long-Term Care Insurance in the state of California. This course is also a pre-requisite for the California Partnership for Long-Term Care Course.

There are 3 ways to complete the Long-Term Care Course:

1.  Classroom  - We offer many locations each month where you may take this Long-Term Care class.  This class is eligible for 8-hours of CE credit and 8-hours of CFP (certified financial planner) credit.  Classes cost $85 each, or $150 for both when attending the LTC and Partnership classes within 6-months of each other.   There is no test in any of our classes and you will receive your certificate of completion at the end of the class.  We will submit your 8-hours of CE Credit to the California Department of Insurance once you have completed this course.  We will also submit your 8-hours of CFP credit to the CFP Board if you are a Certified Financial Planner.  Class time is 8:30am - 4:30pm.

2.  Correspondence/self-study This course is eligible for 8-hours of CE credit and 5-hours of CFP credit.  The book and exam will be mailed to you.  We grade your exam and mail your certificate of completion to you.  We will submit your 8-hours of CE Credit to the California Department of Insurance once you have completed and passed this course.  We will also submit your 5-hours of CFP credit to the CFP Board if you are a Certified Financial Planner. The cost of this Correspondence/self-study course is $45 each.

3.  Online/Internet from our website This course is eligible for 8-hours of CE credit and 5-hours of CFP credit. This is a paper-less course, the book may be downloaded and saved to your desktop and the exam is completed online.  You print your own certificate of completion once you have passed the exam.  We will submit your 8-hours of CE Credit to the California Department of Insurance once you have completed and passed this course.  We will also submit your 5-hours of CFP credit to the CFP Board if you are a Certified Financial Planner. The cost of this online/internet course is $30 each.

 


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