OPM: Partnership Advisor Producer Training

 

Producer Certification Training

Required to Sell Partnership Policies

You can't sell, discuss or market a CT Partnership plan until you are Partnership Certified!  Before a producer can market, discuss or sell any Partnership-approved long-term care insurance policy in Connecticut they must have met the training requirements under the Partnership’s Certification Training program.  The details are listed below.  Certification training is available to Accident and Health producers who have a valid license in ConnecticutThe Partnership Certification Training is required for both resident and non-resident producers who wish to market Partnership-approved policies.

The Partnership Certification Training program has two components:

1)   The first component of the Partnership Certification Program is completion of a Prerequisite Online Course and a passing score on an exam for the Online Course.  In order to register for the Prerequisite Online Course a producer must have a valid Connecticut Accident and Health license.

 

The online course is offered by the following vendors with specifics on the course, including fees and Continuing Education (CE) credit information, available at the links provided below.  You can choose from one of the following vendors (these are the only vendors and courses approved to meet the Partnership Prerequisite Online Course requirement):

  • LTCiTraining.com

        www.ltcitraining.com/CTPartnership.aspx

        1-866-400-5224

  • WebCE, a nationwide provider of insurance CE solutions and long-term care training programs:

        www.ctltcp.webce.com

        1-800-488-9308

 

Once a producer passes the exam for the Prerequisite Online Course they will be provided with a Certificate which will include a Certificate Number that will be needed in order to register for the second component of the Partnership Certification Training program. 

 

2)  The second component of the Partnership Certification Training Program is a classroom course conducted by Connecticut Partnership staff.  Only producers who have passed the exam for the Prerequisite Online Course and have a valid Certificate Number from the Online Course will be eligible to register for the Partnership classroom training.  Details on the Partnership classroom training are provided below.  Please note that the deadline to enroll in a Partnership classroom course is 4 PM two days prior to the class date.  However, classes may close sooner depending on the number of registrants.  Please give yourself enough time to complete the prerequisite online course in order to meet the deadline to enroll in the class.

 

Those producers who are already Partnership certified and wish to take the Partnership Certification Training class as a refresher are not required to take the Prerequisite Online Course. 

 

Training provided by
Instructors: David Guttchen and Aldo Pantano; (860) 418-6318;
Connecticut Partnership for Long-Term Care,
Office of Policy and Management, State of Connecticut

Training Dates Scheduled
The Partnership classroom training course will take place at the Department of Developmental Services - South Region Wallingford Office, 35 Thorpe Ave., 3rd Floor, Wallingford CT 06492 and will be held on the following dates: 

2016:

Oct. 19, 2016   - Wed.

Nov. 16, 2016   - Wed.

2017:

Jan. 11, 2017   -     Wed.

Feb. 15, 2017   -     Wed.

March 15, 2017   -  Wed.

April 12, 2017   -    Wed.

May 10, 2017   -     Wed.

June 14, 2017   -    Wed.

Aug. 9, 2017   -      Wed.

Sept. 13, 2017   -   Wed.

Oct. 18, 2017   -    Wed.

Nov. 15, 2017   -   Wed.

Please note that the deadline for registering for a class is 4 PM two days prior to the class date.  However, classes can close sooner depending on the number of registrants.

Trainings are held from 9:00 AM to 1:00 PM with check-in at 8:30 AM prompt.  Photo ID required.

  

 

 

Continuing Education Credits

This course is approved for 4 Connecticut continuing education Life & Health credits.  CE credits are only available to Connecticut resident producers.  Only producers who have passed the Prerequisite Online Course and have a valid Certificate Number from the Online Course can register for the Partnership classroom training.  Those producers who are already Partnership certified and wish to take the Partnership Certification Training class as a refresher are not required to take the Prerequisite Online Course. 

Additional Continuing Education Credit information can be found at the following website for Prometric, who is the Insurance Department's vendor for CE credits.

  • Sponsor# S11843,  Course# 00100666

  • Time: 9:00 a.m. to 1:00 p.m.

  • Place: Department of Developmental Services - South Region Wallingford Office, 35 Thorpe Ave., 3rd Floor, Wallingford, CT 06492 - 203-294-5049

Certification Information

The Partnership Certification Training program is required for producers who wish to market, discuss or sell Connecticut Partnership long-term care insurance. Certification training is available to Accident and Health producers who have a valid license in Connecticut. This is a one-time only certification and is valid as long as your Connecticut producer license is kept in good standing.  The certification applies to all current and future insurance companies for which you are appointed and which participate in the Connecticut Partnership.  Certification does NOT automatically appoint you to the participating companies.  You will need to contact the companies directly for appointment.

At the training, you will receive an original of your training certificate. A copy will be filed with the Partnership office at the Office of Policy and Management.  Note: You will need to make copies of your certificate for your general agency and each insurance company participating in the Partnership for which you are appointed.

Registration and Fees

Advance registration is required. To register for an upcoming training session, call the Connecticut Partnership at (860) 418-6318. When registering, you will be asked to provide your:

    1. Certificate Number verifying completion of the Prerequisite Online Course
    2. Connecticut Producer License Number (Accident & Health),
    3. Name (as you want it to appear on your certificate);
    4. Residence Address;
    5. Email Address;
    6. Emergency Telephone Number; (cell or home number). 
Sorry, we cannot take your registration unless all of the above information is available and complete.
 

If you are already Partnership certified and wish to take the Partnership Certification Training as a refresher you do not need to take the Prerequisite Online Course.  When you register for the Partnership classroom training you will not need to provide the Certificate Number for the Online Course but we will need to verify you are Partnership certified.

There is a $150.00 nonrefundable fee for producers who have not been Partnership certified and a $50.00 nonrefundable fee for producers who have already been Partnership certified, which must be paid in advance. Once registered, you will receive a confirmation notice and payment form. Payment should be submitted to the Connecticut Partnership for Long-Term Care, 450 Capitol Avenue, MS#52LTC, Hartford, CT  06106-1308.

Please make checks payable to: Treasurer, State of Connecticut.

If we do not receive payment, we will not issue your certificate and you will not be able to sell Connecticut Partnership long-term care insurance.

Cancellation Policy

To cancel, please call the Connecticut Partnership at (860) 418-6318. Although the training fee is not refundable, you can apply your payment to the next available session as long as you attend within one year of your payment.  If you register for a class beyond twelve months from your original payment, you will need to pay the full fee in place at that time.

Check-in: Photo I.D. Required & Time

PHOTO ID:  You will not be allowed into the training without a driver's license or other state or federal government-issued photo ID.   

The training begins promptly at 9:00 a.m.  Please arrive by 8:30 a.m. to allow sufficient time for check-in.  Individuals who arrive after 9:00 a.m. may jeopardize their Partnership certification.

Refreshments and Accommodations

Vending machines are available for coffee and snacks at the training site.  Feel free to bring your own food.

The following hotels are nearby the training site:

  • Hilton Garden Inn - 1181 Barnes Road (Route 68), Wallingford, CT - 203-284-0000
  • Courtyard by Marriott - 600 Northrop Road, Wallingford, CT - 203-284-9400

Directions and Address:

Department of Developmental Services - South Region Wallingford Office, 35 Thorpe Ave., 3rd Floor, Wallingford, CT 06492

 

From the South

  • Take I-91 North to Exit 15
  • Turn right at the end of the exit onto CT-68/Barnes Road
  • Take the first left onto Research Parkway
  • Take the first left onto Joseph Carini Drive
  • Turn left onto Thorpe Avenue
  • 35 Thorpe Avenue is on the right

From the North

  • Take I-91 South to Exit 15
  • Turn left at the end of the exit onto CT-68/Barnes Road
  • Turn left onto Research Parkway
  • Take the first left onto Joseph Carini Drive
  • Turn left onto Thorpe Avenue
  • 35 Thorpe Avenue is on the right
 

Free Parking is available at the training site.  Please park in the visitor spaces.

 

 

 

 

For more information contact:
David Guttchen, Director
David.Guttchen@ct.gov
(860) 418-6318





Content Last Modified on 9/19/2016 12:25:22 PM