New York Insurance Continuing Education Courses and Requirements
📅 Updated November 20, 2024🟠 ExamFX Provider #100535
Courses Available
The following courses for Provider Number 100535 are currently available for New York:
| Course Name | Course Number | Credit Hours | Relevant License Types |
| NY Life Insurance and Annuity Suitability Training | 267400 | 4.00 | Life Brokers, Life Consultants, Life Settlement Brokers, Life/Accident and Health Agents |
| Businessowners Policy (BOP) | 237142 | 6.00 | Brokers, General Consultants, Property/Casualty Agents, Public Adjusters |
| Retirement Planning | 237163 | 5.00 | Life Brokers, Life Consultants, Life Settlement Brokers, Life/Accident and Health Agents |
| Commercial Lines: Property/Auto/Liability | 237160 | 5.00 | Brokers, General Consultants, Property/Casualty Agents, Public Adjusters |
| Personal Lines: Protecting Your Client's Home, Auto, & Critical Risks | 237162 | 9.00 | Brokers, General Consultants, Property/Casualty Agents, Public Adjusters |
| Medicare Supplement Insurance: Closing the Gap | 237161 | 5.00 | Life Brokers, Life Consultants, Life Settlement Brokers, Life/Accident and Health Agents |
| Front Line Fraud Prevention | 264578 | 3.00 | Life Brokers, Life Consultants, Life Settlement Brokers, Life/Accident and Health Agents, Property/Casualty Agents |
| NFIP Flood Insurance | NYCS-253169 | 4.00 | Brokers, General Consultants, Property/Casualty Agents, Public Adjusters |
| Indexed Product Training | 252981 | 8.00 | Life Brokers, Life Consultants, Life Settlement Brokers, Life/Accident and Health Agents |
| Distribution Planning | 237143 | 5.00 | Life Brokers, Life Consultants, Life Settlement Brokers, Life/Accident & Health Agents |
| Group Benefits & Worksite Insurance | 237144 | 6.00 | Life Brokers, Life Consultants, Life Settlement Brokers, Life/Accident and Health Agents |
| Life Insurance Policy Types & Suitability | 237146 | 8.00 | Life Brokers, Life Consultants, Life Settlement Brokers, Life/Accident and Health Agents |
| Variable Life & Annuities: Understanding Investment Potential and Risks | 237164 | 6.00 | Life Brokers, Life Consultants, Life Settlement Brokers, Life/Accident and Health Agents |
| Anti-Money Laundering | 249126 | 2.00 | Life Brokers, Life Consultants, Life Settlement Brokers, Life/Accident and Health Agents, Property/Casualty Agents |
| Anti-Money Laundering: Ethical Decision Making for Insurance | 268513 | 3.00 | Life Brokers, Life Consultants, Life Settlement Brokers, Life/Accident and Health Agents, Property/Casualty Agents |
| Health Insurance Policies: Protecting Clients from Health-Related Loss | 237145 | 6.00 | Life Brokers, Life Consultants, Life Settlement Brokers, Life/Accident and Health Agents |
| Principles of Life and Health Insurance | NYCS-254899 | 12.00 | Life Brokers, Life Consultants, Life Settlement Brokers, Life/Accident and Health Agents |
Required Hours
• Producers who hold: Life, Accident/Health, and Variable Annuities; or Life/Variable Annuities are required to take 15 hours of CE every 2-year license term.
• Producers who hold combined licenses of Life & Health and Property & Casualty are required to take 30 hours of CE every 2-year license term OR a total of 15 Bridge-approved courses which apply to license renewal requirements in duplicate.
The license term ends on the producer’s date of birth every 2 years. Licensees who are born in an even year will renew on even years, those born in an odd year will renew on odd years. Public Adjusters renew on December 31 of even numbered years. CE requirements must be completed 60 days prior to the license expiration date.
Excess CE credit hours are NOT allowed to be carried forward into the next licensing term. Producers are not allowed to retake previously completed continuing education courses for credit, regardless of license term. You should maintain records of courses previously taken so you do not repeat any courses.
NOTE: Be sure to complete all of your CE credit hours BEFORE submitting your license renewal application.
Category Restrictions
Producers must take approved courses in the line(s) of insurance they are licensed to sell.
Credit earned from a Bridge Course may be applied to both the renewal requirements for a Life & Health license as well as a Property & Casualty license.
An agent licensed in both Life & Health and Property & Casualty lines of authority may have Bridge Course credit apply to the total renewal requirement of both licenses. They may take only a total of 15 credit hours that are approved as Bridge Courses to satisfy their CE renewal requirements or may take a total of 30 hours of credit, with 15 hours in each line of authority.
Special Training
Effective April 1, 2022, all licensees must complete the following as part of their CE requirement:
• INSURANCE LAW – at least 1 hour
• ETHICS/PROFESSIONALISM – at least 1 hour
• DIVERSITY, INCLUSION and ELIMINATION OF BIAS – at least 1 hour
• FLOOD INSURANCE – at least 1 hour if the licensee is licensed to sell one or more lines of property/casualty insurance; at least 3 hours if the licensee sells flood insurance through the NFIP.
NOTE: ExamFX does not offer the 1-hour courses on Insurance Law, Ethics/Professionalism, or Diversity, Inclusion and Elimination of Bias.
• LONG-TERM CARE PARTNERSHIP TRAINING – The New York State Department of Health requires New York licensed agents to complete an initial 8-hour training course specifically created and approved for the New York State Partnership for Long-Term Care. You may sign up for this course by clicking here. Any questions or concerns relating to LTCP training in New York should be directed at the New York State Department of Health and/or the New York State Partnership for Long-Term Care.
• ANNUITY SUITABILITY TRAINING – Insurers are responsible for ensuring that every producer selling their annuity contracts is adequately trained. NY Rule 187 does not establish specific training requirements or hours. The ExamFX course "NY Life Insurance and Annuity Suitability Training" was designed to satisfy the requirements of Rule 187.
Course Presentation
• CERTIFICATE EXAM – Licensees are required to pass the certificate exam with a 70% or better.
• STUDY BY TOPIC QUIZZES – ExamFX recommends that all Study by Topic Quizzes are passed with a 70% or better.
• ATTESTATION – The attestation must be completed following the certificate exam.
Certificates of Completion
Non-Resident Producers
CE Exemptions
• Independent Adjusters
• Individuals holding limited lines licenses for which a license exam was not required in NY
• Newly licensed Individuals (licensed less than the full 2-year period)
• Non-resident producers
• Licensees currently serving active military duty – see Circular Letter No. 8 (2003)
License Renewal
Licenses can be renewed online at the New York State Department of Financial Services website by clicking here.
State Contact Information
New York State Department of Financial Services
Phone: (800) 342-3736
Email: licensing@dfs.ny.gov
Mailing Address:
New York State Department of Financial Services – Licensing Services
1 Commerce Plaza, Suite 2003
Albany, NY 12257
Ready to Start Your new-york Insurance Career?
Register for your new-york insurance prelicensing exam prep course today.
Register Now.png?t=1754063329999&width=40&name=Img%20(6).png){kind=small}