Licenses issued or renewed after January 1, 2010, will renew on the last day of the producer’s birth month every two years.
Department of Insurance Contact Information:
North Dakota Insurance Department
5th Floor, State Capitol Building
600 E. Boulevard Ave.
Bismarck, ND 58505-0320
Phone: (701)328-3548 ext. 2 or (701) 328-3548 ext. 1
Fax: (701)328-4880
State Website: http://www.nd.gov/ndins/default.asp
Effective December 30, 2009, a North Carolina licensee’s individual National Producer Number (NPN) will be required as the unique identifier when submitting rosters. The NPN will also be required to access a licensee’s online transcript.
As of December 30, 2009, the Prometric online roster submission program will no longer accept the last 4 digits of an individual’s social security number as the student’s unique identifier. The roster submission process remains essentially the same; the only change will be the NPN replaces the last 4 digits of the SSN.
Department of Insurance Contact Information:
North Carolina Department of Insurance
Agent Services Division
1201 Mail Service Center
Raleigh, NC 27699-1201
Phone: (919) 807-6800
Fax: (919) 733-6495
State Website: www.ncdoi.com.
After March 31, 2010, agents will only be able to sell variable life/variable annuity products if they hold the variable life/variable annuity line of authority and have been appointed by their insurer for this line.
Agents can apply online at www.sircon.com/wisconsin. The application fee is $75, and the agent will be required to provide the CRD number from the Financial Industry Regulatory Authority (FINRA) showing that the agent holds a Series 6 or Series 7 registration. No test is required for the variable life/variable annuity line of authority. OCI will process the application and provide the agent with an updated license copy.
Insurers are required to appoint each agent for the variable life/variable annuity line of authority. Insurers will be charged $16 for residents and $50 for nonresidents for the new appointment. After March 31, 2010, insurers will not be able to accept variable life/variable annuity business from any agent unless this new appointment has been completed.
Department of Insurance Contact Information:
Wisconsin Office of the Insurance Commissioner Agent Licensing Section
P.O. Box 7872
Madison, WI 53707-7872
Phone: 608-266-8699
Fax: 608-267-9451
State Website: http://oci.wi.gov/oci_home.htm
The CFP Board announced upcoming changes to CFP Board’s continuing education policies. The following is an overview of some changes that went into effect January 1, 2010:
• CE Sponsor registration with CFP Board is required on an annual, calendar year basis.
• CE programs offered by registered CE Sponsors must be registered with CFP Board on an annual, calendar year basis, with program application fees determined by the length of each individual program (number of hours).
• The CFP Board discontinued the “Web link” option and associated fee for CE Sponsors who wished to have their Web site appear as a link on CFP Board’s listings of CE Sponsors; CFP Board’s Web site will hold links for all sponsors who provide valid Web site addresses.
The updated policies were established by the CFP Board in an effort to best meet the needs of a growing sponsor registry, to ensure the ongoing widespread availability of quality continuing education options, and to maintain the standards the CFP Board has established.
CFP Board Contact Information:
1425 K Street Ste 500
Washington, DC 20005
Phone: 800-487-1497
Phone: 202-379-2200
Fax: 202-379-2299
email: renewal@CFPBoard.org
Information: info@CFPBoard.org
Website: www.cfp.net
Online continuing education courses for Oklahoma must provide review questions at the end of each chapter/unit and prevent access to the final exam until each set of questions are answered at a 70% rate. CE providers have until March 1, 2010 to comply.
Additional Requirements Include:
• Clearly defined objectives and course completion criteria.
• Specific instructions to register, navigate and complete the course work.
• Technical support/provider representative be available a minimum of 14 hours.
• Include information as to the minimum system requirements.
• Process to authenticate student identity by signature or electronic identity verification. The signed Affidavit of Course Attendance serves as the Provider’s sworn statement that the students on the Course Attendance report are the individuals who hold the license and took the course.
• Include a statement that the student information will not be sold or distributed to any third party without prior written consent of the student. Taking the course shall not constitute consent.
• Provide some type of encryption. All personal information, including credit card number, name and address of the student must be encrypted so that the information cannot be read as it passes across the internet.
• Inform the student as to the period of time that a course is accessible from the date of purchase.
• Inability to print, launch or complete an online exam prior to reviewing the course material.
• A final exam is required at the end of the course to measure the student’s successful completion of course material and for evaluating the learning experience. A student is NOT allowed to go back to view the course content.
Department of Insurance Contact Information:
Oklahoma Insurance Department
Licensing Division
P.O. Box 53408
Oklahoma City, OK 73152-3408
Phone: (405) 521-3916 or (405) 522-4626
Fax: (405)522-3642
State Website: http://www.oid.state.ok.us/