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New CA Insurance Training Requirements

Senate Bill SB-263 is coming into effect at the end of the year which means new CE requirements for all CA life insurance agents!

Information from the state

4 hour initial life insurance course, due to sell life insurance policies after 1/1/2025

  • This course is only required for new agents license after 1/1/2024. AKA new agents.

2 hour refresher course for life insurance. Due after any renewal past 1/1/2025.

  • Agents who continue to sell those policies will have to do a 2 hour refresher course in each renewal after, 2027 and on.

New Agents who are looking to sell Annuities must take an initial 8 hour annuities course to sell annuities.

  • Course requirement should only be for people who never took the 2024 8 hour requirement before.

Agents continuing to sell annuities will need to take a 4 hour annuities refresher course.

  • This course must be done by the agents next renewal period, OR before the end of June 2025. Whichever is first.
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This means that for the time being, the only course that's due before the new years is if you're a new agent, and sell life insurance products you must take the first course. All the rest are due at your next renewal date, or before July. Whichever is first.


We are currently working with writers to get these approved this month, but with people out of the office due to the holidays it is taking longer to get written and approved that we had hoped. Thank you for your patience. Keep an eye on our course catalog for when they come out. Subscriptions purchased before the courses are available will not automatically add the courses to your student center once they are. Those new courses would have to be purchased separately.

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