WI Insurance Continuing Education Requirements

• Any of the Major Lines or Grandfathered Limited Line of Authority

  • Shall biennially complete 24 credit hours of continuing education approved by the Office of the Commissioner of Insurance (OCI), a minimum of 3 of the 24 credit hours must cover ethics in insurance.

• Annuity Training

  • Resident & Non-Resident
    • Individuals newly licensed with the life authority after October 1, 2022,​ must complete a 4-hour annuity training best interest course and the insurer-specific annuity product training before soliciting the sale of any annuity product.
  • Ongoing Training
    • Intermediaries that completed an approved annuity suitability training course prior to October 1, 2022, must complete either a one-time, 4-hour annuity training best interest course or a one-time, 1-hour refresher annuity training best interest course

• Long-Term Care Training

  • Initial Training
    • Shall be no less than 8 hours, of which 2 hours must contain Wisconsin-specific Medicaid and long-term care information.
  • Ongoing Training
    • After completion of the initial training, all intermediaries must complete one 4-hour training course specific to long-term care insurance every 24 months concurrent with each individual's license renewal period, of which 1 hour must contain Wisconsin-specific Medicaid training.
  • Non-Resident
    • A nonresident intermediary who has satisfied the training requirement in another state will be deemed to satisfy the training requirement in Wisconsin, except for the initial 2 hours of Wisconsin-specific Medicaid and long-term care information training.

• Life Settlement Training

  • Initial Training
    • Shall complete an initial training course of 8 hours.
  • Ongoing Training
    • In addition, the broker must complete 4 hours of training every 24 months after the initial training course. The recurring training required must be completed and reported at a rate no less than 2 hours each 12 months of each compliance period.

• Flood Insurance Training

  • An insurance intermediary who sells flood insurance may satisfy the minimum training and education requirements by completing a course related to flood insurance and the NFIP. The course shall be for 3 hours and shall be approved for continuing education credit.

• Resident intermediary holding only a limited line license
  • Does not need to complete continuing education requirements.
• Non-Resident
  • A non-resident agent's satisfaction of his or her home state's continuing education requirement for a licensed intermediary will constitute satisfaction of Wisconsin's continuing education requirements.

Resident and nonresident licenses expire every two years on the last day of the licensee's birth month.

• Classroom courses
• Self-Study courses
• Online/Correspondence courses

• Must be monitored by a disinterested third party.
• Final exam is closed book.
• Must answer at least 70% of the questions correct to pass.

To get your certificate of completion, log in to our website using your username and password. Then, look at the menu on the left and find "Course History." Your course history will list the courses you passed or failed. If you passed a course, you'll see a "Print certificate" button on the right, allowing you to print your certificate for your records.

We report your credits through SBS, a state-approved third party vendor, within one business day (except holidays, reporting will be done on next business day). The department receives the credits from SBS and recognizes the date you passed/completed the exam as the date of completion. It is not based upon the day we report the hours to them.

The same course may not be taken more than once during the biennial license period.

Excess credit hours accumulated during any reporting period cannot be carried forward to the next reporting period.

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License Lookup

Wisconsin Office of the Commissioner of Insurance
Main
P.O. Box 7873
Madison, WI 53707-7873
United States

Street Address
101 E. Wilson Street
Madison, WI 53703
United States

Mailing Address for Agent Licensing
P.O. Box 7872
Madison, WI 53707-7872
United States

Producer Licensing Section
Phone: 608-266-8699
Toll Free: 800-236-8517
Fax: 608-267-9451
Email: ociagentlicensing@wisconsin.gov

Continuing Education Section

At FastrackCE, we strive to provide you with the most up-to-date and precise information possible. However, please note that we are not authorized to offer legal or professional advice, and consequently, we will not be held liable for any inaccuracies found herein. In your best interest, we strongly advise you to verify current licensing regulations and requirements with your state's licensing department.