2-hour Wisconsin-specific Medicaid & LTC Information Training

Instructor

UIE

Phone

(253) 846-1155

Email

mail@uiece.com

Course Overview

Mandatory Training Requirements—Long-Term Care

An insurance intermediary who sells,​​ solicits, or negotiates long-term care insurance products must be licensed and appointed by an insurer and must complete the initial and ongoing 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.

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.

The training must include but is not limited to​​​ long-term care state and federal regulation, available long-term care services and providers, alternatives to the purchase of private long-term care insurance, effects of inflation, insurance suitability standards and guidelines.

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. In addition, nonresident intermediaries must complete one credit hour of Wisconsin-specific Medicaid training every 24 months concurrent with each individual's license renewal period. This course is designed to meet this 2-hour requirement.

Insurer Responsibility

Each insurer is responsible for ensuring that intermediaries marketing their long-term care products have completed the required training and to track and maintain records regarding this training. Intermediaries should contact the insurers with which they are appointed to sell long-term care for additional information on training and the manner in which they must document and report to insurers.

For more information, please refer to s. Ins 3.46 (26), Wis. Adm. Code  ,

Course Schedule

Chapter

Subject

Description

Course

Wisconsin

Specific WI information.