Adjusters or Consultants
No continuing education is required for adjusters or consultants.
Continuing education (CE) is required for all resident Oregon producers with life, health, property, casualty, personal lines, surplus lines, or variable life lines of authority listed on the license.
CE hours are due by the last day of the renewal month.
Each two-year renewal cycle requires 24 hours of CE credit. Of these:
Copies of the certificates of completion should be submitted at renewal. Keep original copies for your records.
Supplemental training is required before selling long-term care insurance, flood insurance, or annuities.
The appointing insurers must verify that producers who sell these products are trained, so you do not have to report this training to the division. However, these hours may be included in the total number of hours necessary to renew your license if they are Oregon-approved courses.
To sell flood insurance, each producer must complete a one-time three-hour course about the federal flood insurance program. If this course has been approved for Oregon CE credit, it may be submitted with the renewal and counted toward the total 24 hours needed to renew the license. The division recommends that producers who sell flood insurance further educate themselves about flood insurance after meeting the one-time requirement.
A person cannot sell, solicit, or negotiate long-term care insurance unless he or she has completed a one-time eight-hour initial training course. Four hours of ongoing training must be completed every two years after taking the initial eight-hour course.
The appointing insurers are responsible for ensuring that their producers complete the necessary trainings.
Any producer who sells annuity products must complete a one-time four-credit course provided by a continuing education provider registered with the department.
This suitability training must include information on all of the following topics:
You may satisfy Oregon's requirement by completing substantially similar training in another state.