State Office Building Ste 3110 / Capitol Hill Complex
350 N State St
Salt Lake City UT 84114-6901
Main: (801) 538-3800
In-State Toll-Free: (800) 439-3805
Both resident and nonresident producers must complete annuity product-specific training prior to selling annuities in Utah; however, there is no requirement that indicates the number of hours the producer must complete. Utah approved Kaplan’s Annuity Suitability: 4-Hour Training Course as a CE course only.
Reciprocity does not apply for annuity course completions in Utah. Producers who complete an annuities course in Utah will not be able to apply this training to meet the annuity requirements of another state.
Utah resident producers with an accident and health line of authority must complete three hours of initial training before selling Long Term Care insurance. Those resident producers must also complete three hours of ongoing training during every 24-month licensing period after the period in which they completed the intitial training.
This state has issued a notice reminding licensees who sell flood insurance of their requirement to comply with the minimum 3 hours of training requirements established by FEMA and the National Flood Insurance Program.
Producers and adjusters are required to meet 24 hours of CE credit, including 3 hours of Ethics, every two years. Of the 24 hour requirement, at least half (12 hrs) of the CE hours must be completed in a classroom setting or with classroom equivalent courses.
This state has issued a notice reminding licensees who sell flood insurance of their requirement to comply with the minimum training requirements established by FEMA and the National Flood Insurance Program.
With a letter of certification, non-residents, whose resident state has a reciprocal agreement with Utah, and who complies with resident CE requirements, are exempt from Utah CE requirements. Licensees who do not claim this exemption must satisfy resident Utah CE requirements.
Course repetition is not permitted within the compliance/renewal period.
Online certification exams are closed book. Course materials are not available while the exam is in progress. The final exam must be passed with a score of 70% or higher to receive CE credit. If the exam is not passed on the first attempt, students have an unlimited number of retakes.
Classroom Equivalency Courses
Students taking Classroom Equivalency (CLEQ) courses must complete the Feedback unit found at the end of the course in order for the course to be considered complete.
Utah resident licensees must complete their CE requirements every two years by the last day of the licensee’s birth month.
Carryover of CE hours is not permitted.
Report within 14 days of completion. Need Agent’s license number to report.
Vertafore requires a course reporting fee of $1.00 per credit hour (online, self study, and classroom courses). The CE reporting fee will be automatically charged to you (on the last credit card used in your account) each time you complete an online, self study, or classroom course.
Individuals acting as instructors for CE courses receive twice the number of CE credit hours as his/her students receive for taking the class once for each course taught.
Individuals who, as of 4/1/90, had completed 20 years of continuous licensure in good standing are exempt; but they must request and be granted the exemption by the Certificate Education Board.
Producers holding and maintaining the following designations are deemed to have met the CE requirements: CLU, ChFC and RHU with completion of the PACE program; CPCU with completion of the CPD program; and CFP, REBC, CIC, ACSR, CRM, SOFE, or IRES with completion of their CE requirements.
This information is based on state laws and regulations and is subject to change. Kaplan Financial Education makes every effort to make sure this information is current and accurate, however, Kaplan Financial Education is not engaged in rendering legal or professional advice and shall not be held responsible for inaccuracies contained herein.