California Code of Regulations › Title 22 - Social Security › Division 3 - Health Care Services › Subdivision 1 - California Medical Assistance Program › Chapter 8 - CALIFORNIA PARTNERSHIP FOR LONG-TERM CARE › Article 2 - CONDITIONS OF ISSUER PARTICIPATION › Section 58056 - Agent Training

Current through Register 2024 Notice Reg. No. 28, July 12, 2024
(a)
					 Issuers shall provide written evidence to the Department of Insurance that
					 procedures are in place to assure that no agent, broker, solicitor, or
					 individual will be authorized to market, sell, solicit, or otherwise contact
					 any person for the purpose of marketing a Partnership Long-Term Care Insurance
					 Policy or Certificate unless the agent, broker, solicitor, or individual has
					 completed eight (8) hours of education on long-term care in general that meet
					 the requirements of Section
					 10234.93, Chapter 2.6 of Part 2 of
					 the Insurance Code and eight (8) hours of training in a live classroom setting
					 on the California Partnership for Long-Term Care in particular. Such assurances
					 shall be in the form of a document signed by the agent, broker, solicitor, or
					 individual and a representative of the company attesting to the completion of
					 the required training by the agent, broker, solicitor, or individual and
					 submitted to the Department of Insurance.
(b) Issuers shall provide written evidence to
					 the Department of Insurance that procedures are in place to assure that no
					 agent, broker, solicitor, or individual will be authorized to market, sell,
					 solicit, or otherwise contact any person for the purpose of marketing a
					 Partnership Long-Term Care Insurance Policy or Certificate unless, prior to
					 each license renewal, the agent, broker, solicitor, or individual completes
					 eight (8) hours of education in a live classroom setting on the California
					 Partnership for Long-Term Care. This educational requirement is in addition to
					 the requirements of Section
					 10234.93, Chapter 2.6 of Part 2 of
					 the Insurance Code, which the agent must complete prior to taking the 8 hour
					 training on the California Partnership for Long-Term Care. For licensees issued
					 a license after January 1, 1992, the Partnership education requirement shall be
					 met by completing four (4) hours of such education in each licensure year.
					 Assurances that the education requirements have been met shall be in the form
					 of a document signed by the agent, broker, solicitor, or individual and a
					 representative of the company attesting to the completion of the required
					 training by the agent, broker, solicitor, or individual and submitted to the
					 Department of Insurance.
(c)
					 Issuers shall use only curriculum and instructors approved by the Department of
					 Insurance and the California Partnership for Long-Term Care.
(d) The curriculum for training courses on
					 the California Partnership for Long-Term Care used for continuing education
					 shall be submitted for approval to the Department of Insurance and to the
					 California Partnership for Long-Term Care on an annual basis no later than
					 January 1.
(e) Issuers that are
					 self-funded and not otherwise subject to compliance with the California
					 Insurance Code shall be exempt from the reporting requirements of this Section.
					 Self-funded Issuers shall submit to the California Partnership for Long-Term
					 Care written evidence that individuals authorized to market, sell, solicit, or
					 otherwise contact persons for the purpose of marketing Certified Policies or
					 Certificates have completed training equivalent to the requirements of this
					 Section. Self-funded Issuers shall also use only curriculum and instructors
					 approved by the California Partnership for Long-Term Care.
1. New
						section filed 8-30-93 as an emergency; operative 8-30-93 (Register 93, No. 36).
						Submitted for printing only pursuant to section
						22009,
						Welfare and Institutions Code.
2. Certificate of Compliance as to
						8-30-93 order, including amendment of subsections (a)-(d) and new subsection
						(e) transmitted to OAL 12-30-93 and filed 1-28-94 (Register 94, No.
						4).
3. Amendment of subsections (a) and (b) filed 10-1-98 as an
						emergency; operative 10-1-98. Submitted to OAL for printing only pursuant to
						Welfare and Institutions Code section
						22009(d)
						(Register 98, No. 41). A Certificate of Compliance must be transmitted to OAL
						by 1-29-99 or emergency language will be repealed by operation of law on the
						following day.
4. Certificate of Compliance as to 10-1-98 order
						transmitted to OAL 1-28-99 and filed 3-15-99 (Register 99, No.
						12).
Note: Authority cited: Section
						  22009(a),
						  Welfare and Institutions Code. Reference: Sections
						  22003
						  and
						  22004,
						  Welfare and Institutions Code.