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 clasroom 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.

The only exception to this is if a producer has already been Partnership certified and he or she wishes to take the Partnership Certification Training as a refresher course.  Those who are already Partnership certified need only take the Partnership classroom training and 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 is scheduled on the following dates. 

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.

PLEASE NOTE: Effective immediately, the Partnership Certification trainings will be held in Meriden, CT.  More details on the training location can be found in the "Continuing Education Credits" section below.

 

2015:

Jan. 15, 2015   - Thursday

Feb. 19, 2015   - Thursday

March 19, 2015   - Thursday

April 16, 2015   - Thursday

May 14, 2015   - Thursday

June 18, 2015    - Thursday

August 6, 2015  - Thursday

Sept. 10, 2015   - Thursday

Oct. 15, 2015   - Thursday

Nov. 19, 2015   - Thursday

 

2016:

Jan. 14, 2016   - Thursday

Feb. 18, 2016   - Thursday

March 17, 2016   - Thursday

April 14, 2016   - Thursday

May 12, 2016   - Thursday

June 16, 2016    - Thursday

August 4, 2016  - Thursday

Sept. 8, 2016   - Thursday

Oct. 13, 2016   - Thursday

Nov. 17, 2016   - Thursday

 

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.  The only exception to this is if a producer has already been Partnership certified and he or she wishes to take the Partnership Certification Training as a refresher course they need only take the Partnership classroom training and 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: Four Points By Sheraton Hotel, 275 Research Parkway, Meriden, CT 

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 second original will be filed with the Insurance Department on your behalf by the Connecticut Partnership.  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. 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, 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.

Meals and Accommodations

Complimentary refreshments will be available during the class.  A restaurant is also available in the hotel.

Please call the Four Points by Sheraton Hotel at 203-238-2380 for information on booking a room.  Mention the Partnership training and a room discount may be available.

Directions

Please click here for direction to the hotel.

Free Parking is available at the hotel.

 

 

 

 

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





Content Last Modified on 12/5/2014 3:22:08 PM